Gewinnwarnung 2024: Gestiegende Transportkosten Preissensititivät d. Kunden Geringes Wirtschaftswachstum 2-4 % CAGR "Low End of Guidance hard to achive" Gewinnwarnungen auch von Produzenten BASF, Lanxess, Evonik Umsatzwachstum "nur" 5,1 % (< erwartete 9...10%) stagnierender Marktausblick Chemieindustrie (gestiegende Energiekosten), ggf.Read more
Key Takeaways Transition to a circular economy and stricter regulations threaten traditional chemicals demand, causing persistent volume declines and ongoing revenue headwinds. Digitalization and e-commerce adoption by manufacturers and customers risk bypassing Brenntag's intermediary role, pressuring growth and customer retention.Read more
Key Takeaways Expansion into specialty chemicals and enhanced value-added services, along with strategic acquisitions, positions the company for resilient earnings and improved margins. Increased focus on digitalization, sustainability, and regulatory compliance strengthens customer loyalty and supports long-term growth and operational efficiency.Read more
Key Takeaways Margin and earnings growth are expected to exceed expectations due to cost reduction, underutilized infrastructure, and winning higher-value contracts. Acquisitions in fast-growing verticals and a strong sustainability position will drive revenue growth and margins ahead of industry peers.Read more
Brenntag SE engages in the distribution of chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally. It operates in two segments, Brenntag Essentials and Brenntag Specialties. The company provides just-in-time delivery, product mixing, blending, repackaging, inventory management, and drum return handling, as well as application, marketing and supply chain solutions, technical and formulation support, comprehensive regulatory know-how, and digital solutions, such as digital sales channels and product platforms. It serves customers in various industries, including nutrition, pharma, beauty and care, water treatment, and lubricants; and industrial markets, as well as coatings, adhesives, sealants and elastomers, and constructions, polymers, and rubber industries. The company was founded in 1874 and is headquartered in Essen, Germany.
