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Wacker Chemie
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Wacker Chemie Community
XTRA:WCH Community
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Wacker Chemie
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Wacker Chemie
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Global Emission Costs And Overcapacity Will Hurt Operating Margins
Key Takeaways Rising regulatory requirements and soft market demand are compressing margins and increasing cost pressures across Wacker Chemie's core, energy-intensive businesses. Recent expansion and modernization risk worsening cash flow and debt levels, as trade barriers and global overcapacity dampen revenue growth and utilization.
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€50
FV
28.8% overvalued
intrinsic discount
0.76%
Revenue growth p.a.
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8 days ago
author updated this narrative
Wacker Chemie
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Global Renewables And EV Trends Will Transform Polysilicon Markets
Key Takeaways Recent capacity investments and technology leadership position Wacker for outsized margin and cash flow gains, especially as demand in advanced batteries and semiconductors accelerates. Regulatory tailwinds, supply reforms, and leadership in sustainability are set to create long-term customer loyalty and pricing power across high-value supply chains.
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€107.53
FV
40.1% undervalued
intrinsic discount
8.05%
Revenue growth p.a.
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0
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8 days ago
author updated this narrative
Wacker Chemie
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Polysilicon And Renewable Energy Investments Will Drive Future Value
Key Takeaways Strategic investments and focus on high-value specialty products position Wacker for long-term growth in renewables and advanced electronics markets. Emphasis on sustainability, cost optimization, and regulatory tailwinds is expected to drive improved margins and resilient earnings.
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€75.79
FV
15.0% undervalued
intrinsic discount
3.41%
Revenue growth p.a.
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15 days ago
author updated this narrative