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AlzChem Group
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AlzChem Group Community
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AlzChem Group
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AlzChem Group
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rising Global Protein Demand Will Fuel Sustainable Specialty Chemicals
Key Takeaways Analysts underestimate near-term earnings growth, as accelerated capacity expansion and customer prepayments will drive faster revenue recognition and margin improvements in core product lines. Strong barriers to entry, innovation pipeline, and market leadership in health and nutrition additives position AlzChem for durable outperformance, margin expansion, and high resilience versus peers.
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€185
FV
24.4% undervalued
intrinsic discount
12.48%
Revenue growth p.a.
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6 days ago
author updated this narrative
AlzChem Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Nutrition Trends And Capacity Expansions Will Unlock Opportunities
Key Takeaways Strong global demand for specialty products and successful capacity expansions are driving premium pricing and margin growth, especially in advanced materials and nutrition. Strategic funding, innovation, and operational improvements are de-risking growth investments, supporting market diversification, and bolstering earnings stability amid sector headwinds.
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€154.24
FV
9.4% undervalued
intrinsic discount
9.45%
Revenue growth p.a.
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2
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17
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13 days ago
author updated this narrative
AlzChem Group
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Environmental Mandates And Input Costs Will Squeeze Margins
Key Takeaways Growing regulatory and sustainability trends, along with rising costs and pricing pressures, threaten AlzChem's profitability and competitive stance in global specialty chemicals markets. Heavy reliance on core products and lack of diversification exposes the company to significant risks from market shifts, technological disruption, and intensified industry competition.
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€97
FV
44.1% overvalued
intrinsic discount
8.18%
Revenue growth p.a.
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about 1 month ago
author updated this narrative