Update shared on 11 Dec 2025
Analysts have modestly raised their price target on Celanese, reflecting a reassessment of its earnings power and risk profile that supports a fair value of approximately $52.50 per share.
What's in the News
- Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by CCU technology at the Clear Lake methanol joint venture with Mitsui. This reinforces its sustainable plastics leadership (Key Developments).
- The company booked approximately $1.5 billion of asset impairments in third quarter 2025, largely tied to goodwill and certain trade names, primarily Zytel, following its annual impairment testing (Key Developments).
- Celanese plans to cease operations at its acetate tow facility in Lanaken in the second half of 2026, citing weak demand, regulatory uncertainty, and high operating costs. About 160 jobs may be affected (Key Developments).
- At the K Show in Dusseldorf, Celanese is showcasing new digital services and advanced materials, including an enhanced Chemille digital assistant that provides AI driven material selection support, regulatory documentation, and 24/5 live engineer chat (Key Developments).
- The company is highlighting low carbon POM ECO C, new high performance automotive and consumer materials, and expanded NVH testing capabilities to differentiate its service offering across key end markets (Key Developments).
Valuation Changes
- Fair Value: unchanged at approximately $52.50 per share, indicating no material shift in the intrinsic value assessment.
- Discount Rate: steady at 12.5 percent, suggesting no reassessment of the company’s risk profile or required return.
- Revenue Growth: effectively unchanged at about 40.2 percent over the modeled period, with only immaterial numerical rounding differences.
- Net Profit Margin: stable at roughly 8.0 percent, reflecting no meaningful revision to long term profitability assumptions.
- Future P/E: flat at about 10.5x, signaling a consistent view of Celanese’s earnings multiple relative to its risk and growth outlook.
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