Syensqo (ENXTBR:SYENS) Is Up 7.1% After Swinging to Profit Despite Lower Sales—What’s Changed?

• Syensqo reported third quarter 2025 earnings, revealing sales of €1.56 billion and net income of €39 million, compared to a third quarter net loss in 2024, despite a year-on-year decline in revenue for both the quarter and nine months ending September 30.
• The company’s rebound to profitability in the third quarter, following a loss a year earlier, underscores a shift in its performance trend even amid lower sales.
• We’ll assess how Syensqo’s return to quarterly profit, despite weaker sales, may influence its longer-term investment narrative.

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Syensqo Investment Narrative Recap

To be a shareholder in Syensqo, you must have confidence in the company’s ability to turn operational improvements into sustainable earnings growth, particularly as it targets higher-margin opportunities in specialty polymers and advanced materials. The recent third-quarter swing back to profitability is a positive signal but does not meaningfully change the most important short-term catalyst: volume recovery in electronics and semiconductor end-markets. The biggest risk remains persistent revenue and volume declines, especially in areas critical to long-term margin expansion.

Among recent company moves, Syensqo’s August 12 partnership with Formerra to distribute Solef® PVDF in North America is especially relevant. This extends the company’s reach into key high-value applications, which could eventually support the sought-after volume recovery in its specialty polymers business, helping address some headwinds in core segments. Yet, even as Syensqo works to rebuild momentum, investors should remember that...

Read the full narrative on Syensqo (it's free!)

Syensqo's narrative projects €7.2 billion in revenue and €638.4 million in earnings by 2028. This requires 2.4% yearly revenue growth and a €725.4 million increase in earnings from the current level of €-87 million.

Uncover how Syensqo's forecasts yield a €81.82 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members put Syensqo’s fair value between €81.82 and €131.95, across 5 different forecasts. Despite this wide spread, ongoing year-on-year sales declines could weigh on sentiment and future performance, so it’s worth comparing these varied viewpoints.

Explore 5 other fair value estimates on Syensqo - why the stock might be worth just €81.82!

Build Your Own Syensqo Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Syensqo research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Syensqo research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Syensqo's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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