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ACT: New Creatine Capacity And Partnerships Will Support Balanced Long Term Outlook

Rising Environmental Mandates And Input Costs Will Squeeze Margins

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ACT
AnalystLowTarget
Not Invested
Published 25 Jul 2025

Update shared on 16 Dec 2025

Fair value Increased 55%
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AnalystLowTarget's Fair Value
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1Y
138.5%
7D
-14.3%

Analysts have raised their price target for AlzChem Group from €97.00 to €150.00, citing slightly stronger expectations for long term revenue growth and a higher justified future P E multiple, despite a modestly lower profit margin outlook.

What's in the News

  • AlzChem Group has approved an approximately EUR 120 million investment program to build a more automated creatine production plant and related infrastructure, targeting additional annual sales in the early triple-digit million euro range. (Key Developments)
  • The new capacity expansion is driven by rising demand in the sports, food and health segments, where AlzChem has been gaining traction with its Creapure and Creavitalis product lines. (Key Developments)
  • The company has confirmed its guidance for 2025, expecting another record year with sales rising to around EUR 580 million. (Key Developments)
  • AlzChem has entered a cooperation with Ehrmann to launch a new “High Protein Creatine” product range using Creavitalis, including puddings, drinks and bars available from October 13, 2025. (Key Developments)
  • The Ehrmann range will offer 1.5 g of Creavitalis per serving in sugar free, lactose free, gluten free and low fat products, aiming to bring scientifically supported creatine benefits into everyday nutrition. (Key Developments)

Valuation Changes

  • The fair value estimate has risen from €97.00 to €150.00 per share, reflecting a meaningfully higher implied long-term valuation.
  • The discount rate has edged up slightly from 5.22 percent to 5.25 percent, indicating a modestly higher required return assumption.
  • Revenue growth has been revised up slightly from 8.18 percent to 8.72 percent per year, pointing to a somewhat stronger long-term growth outlook.
  • The net profit margin has been trimmed slightly from 12.18 percent to 11.92 percent, incorporating a modestly more conservative profitability profile.
  • The future P/E multiple has increased from 11.6x to 17.8x, implying a substantially higher valuation placed on AlzChem Group's expected earnings.

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