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IMCD N.V. Stock Price

ENXTAM:IMCD Community·€5.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author

IMCD Share Price Performance

€85.50
-26.10 (-23.39%)
€76.79
Fair Value
€85.50
-26.10 (-23.39%)
11.3% overvalued intrinsic discount
€76.79
Fair Value
Price €85.50
AnalystLowTarget €76.79
AnalystConsensusTarget €112.50
AnalystHighTarget €148.12

IMCD Community Narratives

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Fair Value €76.79 11.3% overvalued intrinsic discount

Regulatory Pressures Will Test Margins But Digitalization Will Persist

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Fair Value €112.5 24.0% undervalued intrinsic discount

IMCD: Share Price Pullback Will Offer Attractive Entry As Ratings Improve

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9users have followed this narrative
·
Fair Value €148.12 42.3% undervalued intrinsic discount

Digitalization And Acquisitions Will Unlock APAC Specialty Chemical Demand

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€76.79
11.3% overvalued intrinsic discount
Revenue
2.96% p.a.
Profit Margin
5.19%
Future PE
20.53x
Price in 2029
€94.62

Trending Discussion

Updated Narratives

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IMCD: Global Expansion And Dividend Reset Will Support Future Upside

Fair Value: €112.5 24.0% undervalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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IMCD: Dividend Support And Margin Execution Will Drive Future Re Rating Potential

Fair Value: €148.12 42.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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IMCD: Fading Middle East Tailwind Will Pressure Future Earnings And Returns

Fair Value: €76.79 11.3% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Average dividend payer with mediocre balance sheet.

1 Risk
2 Rewards

IMCD N.V. Key Details

€4.8b

Revenue

€3.6b

Cost of Revenue

€1.2b

Gross Profit

€1.0b

Other Expenses

€217.6m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 29, 2026
3.69
25.38%
4.53%
82.6%
View Full Analysis

About IMCD

Founded
1995
Employees
5246
CEO
Marcus Jordan
WebsiteView website
www.imcdgroup.com

IMCD N.V. distributes, markets, and sells specialty chemicals and ingredients in the Netherlands, rest of Europe, the Middle East, Africa, North America, South America, and the Asia-Pacific. The company provides adhesives, core materials, filler reinforcements, flame retardants, masterbatch, modifiers, operating materials, pigments, plasticizers, processing aids, PUR raw materials, rubber elastomers, solvents, stabilizers, thermoplastic elastomers, thermoplastics, thermoplastics, and other additives. It offers actives, UV sunscreens, rheology modifiers, thickeners, surfactants, emulsifiers, emollients, film formers, humectants, waxes, conditioners, hair styling polymers, solvent, solubilizers, pigments, pearls, powders and colorants, opacifiers, pearlizers, preservatives, antioxidants, fragrances, and essential oils. In addition, the company provides functional fillers, pigments, resins, and specialty solvents; taste, texture, nutrition, and function; and abrasives, acids, alkalines, anti-soil redeposition and foam control systems, bio-actives, biocides, bittering and bleaching agents, builders, capsules, chelating agents, concentrates/ready-to-use, corrosion and dye transfer inhibitors, disintegrants, dispersants, emulsifiers, enzymes, fluorinated polymers, oleo chemicals, optical brighteners, perfumes, dyes, phosphates, plasticisers, proteins, rheology modifiers and thickeners, silicones, solvents/diluents, TAED, UV-filters, and waxes. Further, it offers base oils; lubricants addictive; lubricants finished fluids; fuel additives; solvents, degreasers, and fuel compounds; and upstream, midstream, and downstream oil, gas, and energy. IMCD N.V. was founded in 1995 and is headquartered in Rotterdam, the Netherlands.

Recent IMCD News & Updates

Narrative Update Jul 09

IMCD: Global Expansion And Dividend Reset Will Support Future Upside

Analysts have modestly lifted the fair value anchor for IMCD, with a price target moving from about €107.68 to €112.50 as they factor in updated assumptions on growth, margins and valuation, alongside mixed recent Street views, including a higher €105 target from Morgan Stanley and a downgrade with a €75 target from JPMorgan. Analyst Commentary Recent research on IMCD points to a split view, with some bullish analysts focusing on valuation support and others, including JPMorgan, highlighting earnings risks and less compelling pricing versus peers.
Narrative Update Jun 25

IMCD: Dividend Support And Margin Execution Will Drive Future Re Rating Potential

Analysts have marginally lifted their fair value estimate for IMCD to about €148 per share. This reflects a blend of more cautious mid term earnings expectations cited in recent research and a higher Street price target of €105 that still sits well above a more bearish €75 view.

Recent updates

No updates