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IMCD N.V. Stock Price

ENXTAM:IMCD Community·€5.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author

IMCD Share Price Performance

€97.48
2.18 (2.29%)
€116.57
Fair Value
€97.48
2.18 (2.29%)
16.4% undervalued intrinsic discount
€116.57
Fair Value
Price €97.48
AnalystConsensusTarget €116.57
AnalystLowTarget €85.58
AnalystHighTarget €148.12

IMCD Community Narratives

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Fair Value €116.57 16.4% undervalued intrinsic discount

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

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·
Fair Value €85.58 13.9% overvalued intrinsic discount

Regulatory Pressures Will Test Margins But Digitalization Will Persist

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·
Fair Value €148.12 34.2% undervalued intrinsic discount

Digitalization And Acquisitions Will Unlock APAC Specialty Chemical Demand

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€85.58
13.9% overvalued intrinsic discount
Revenue
2.97% p.a.
Profit Margin
5.39%
Future PE
21.29x
Price in 2029
€105.44
€116.57
16.4% undervalued intrinsic discount
Revenue
4.86% p.a.
Profit Margin
5.95%
Future PE
24.91x
Price in 2029
€143.76
€148.12
34.2% undervalued intrinsic discount
Revenue
9.47% p.a.
Profit Margin
5.71%
Future PE
29.97x
Price in 2029
€182.63

Trending Discussion

No trending discussion available.

Updated Narratives

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IMCD: Elevated Multiple Will Constrain Returns If Earnings Execution Disappoints

Fair Value: €85.58 13.9% overvalued intrinsic discount
3 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: Global Expansion And Margin Strength Will Support Future Upside

Fair Value: €116.57 16.4% undervalued intrinsic discount
11 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 34.2% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Adequate balance sheet average dividend payer.

1 Risk
3 Rewards

IMCD N.V. Key Details

€5.0b

Revenue

€3.7b

Cost of Revenue

€1.2b

Gross Profit

€1.0b

Other Expenses

€230.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 05, 2026
3.90
25.01%
4.63%
85.1%
View Full Analysis

About IMCD

Founded
1995
Employees
5237
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 Aug 21

IMCD: Elevated Multiple Will Constrain Returns If Earnings Execution Disappoints

Analysts have raised their fair value estimate for IMCD from €79.37 to €85.58, reflecting recent price target increases to €100, €110 and €123. These changes are linked to updated views on earnings potential, discount rate assumptions and a slightly higher future P/E of 21.29x.
Narrative Update Aug 07

IMCD: Global Expansion And Margin Strength Will Support Future Upside

The updated analyst price target for IMCD moves from about €112.50 to roughly €116.60, as analysts weigh slightly lower revenue growth expectations against firmer profit margin assumptions, together with a mixed set of recent price target and rating changes from major banks. Analyst Commentary Recent research on IMCD shows a split between bullish analysts who focus on earnings potential and valuation support, and bearish analysts who are more cautious about the earnings outlook and sector headwinds.

Recent updates

No updates