AlzChem Group AG

XTRA:ACT Stock Report

Market Cap: €1.8b

AlzChem Group Past Earnings Performance

Past criteria checks 4/6

AlzChem Group has been growing earnings at an average annual rate of 22.6%, while the Chemicals industry saw earnings declining at 4.4% annually. Revenues have been growing at an average rate of 6.7% per year. AlzChem Group's return on equity is 24.3%, and it has net margins of 11.5%.

Key information

22.63%

Earnings growth rate

22.70%

EPS growth rate

Chemicals Industry Growth12.41%
Revenue growth rate6.70%
Return on equity24.27%
Net Margin11.50%
Next Earnings Update30 Jul 2026

Recent past performance updates

Analysis Article May 08

Investors Shouldn't Be Too Comfortable With AlzChem Group's (ETR:ACT) Earnings

Despite announcing strong earnings, AlzChem Group AG's ( ETR:ACT ) stock was sluggish. Our analysis uncovered some...

Recent updates

Narrative Update Jun 23

ACT: Specialty Platform And Value Chain Position Will Shape Cash Flow And Dividend

Analysts have lifted their price target on AlzChem Group by €4, from €173 to €177, citing recent research that highlights the company’s unique position in the calcium carbide and calcium cyanide value chain, as well as updated assumptions on discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent research on AlzChem Group highlights the company’s role in the calcium carbide and calcium cyanide value chain, but not all commentary is upbeat.
Narrative Update Jun 08

ACT: Specialty Chemicals Platform And Shareholder Moves Will Shape 2026 Outlook

Analysts have lifted their price targets on AlzChem Group by about €7 per share to roughly €192. This reflects updated views on fair value, discount rate assumptions and profitability that are broadly in line with recent research from Jefferies and Berenberg.
Narrative Update May 24

ACT: Specialty Chemicals Moat And 2026 Expansions Will Support Future Cash Generation

Narrative Update on AlzChem Group The analyst price target for AlzChem Group has moved higher to €200, with analysts pointing to recent research that highlights confidence in the company’s specialty chemicals focus and its potential for high margin projects and cash generation in the coming years. Analyst Commentary Recent research shows a clear uptick in confidence from bullish analysts, with several price target revisions pointing to stronger conviction around AlzChem Group's specialty chemicals focus and project pipeline.
Analysis Article May 08

Investors Shouldn't Be Too Comfortable With AlzChem Group's (ETR:ACT) Earnings

Despite announcing strong earnings, AlzChem Group AG's ( ETR:ACT ) stock was sluggish. Our analysis uncovered some...
Narrative Update May 01

ACT: Specialty Chemicals Moat And 2026 Expansions Will Drive Future Upside

Narrative update on AlzChem Group The analyst fair value estimate for AlzChem has been lifted by €5 to €200, with analysts citing recent price target increases from multiple firms and reinforcing views around the company's specialty chemicals focus, margin profile and potential long term value creation. Analyst Commentary Bullish analysts have been steadily lifting their price targets for AlzChem, pointing to the specialty chemicals focus and the margin profile as key supports for higher valuations.
Narrative Update Apr 17

ACT: Specialty Platform And 2026 Expansions Will Underpin Cash Flow And Dividend Potential

Analysts have lifted their price targets on AlzChem to a range of about €195 to €197, reflecting updated models that incorporate a slightly lower discount rate, modestly higher revenue growth and profit margin assumptions, and a marginally reduced future P/E. Analyst Commentary Recent research points to a broadly constructive stance on AlzChem Group, with several firms lifting price targets into a narrow band between about €195 and €197.
Narrative Update Apr 03

ACT: Specialty Platform And 2026 Expansions Will Support Measured Long Term Upside Potential

The updated analyst price target for AlzChem Group has moved from €165 to €173, as analysts point to recent target increases on the Street and renewed confidence in the company's specialty chemicals focus and niche production platform. Analyst Commentary Recent Street research has centered on higher price targets for AlzChem Group, with several firms highlighting the specialty chemicals profile and niche positioning as key supports for their views.
Narrative Update Mar 20

ACT: Specialty Chemicals Platform And 2026 Expansion Plans Will Support Upside

Analysts have lifted the implied fair value estimate for AlzChem Group to about €185 from roughly €177, supported by higher Street price targets in the €195 to €197 range and confidence in the company's specialty chemicals focus and production platform. Analyst Commentary Recent research updates point to a constructive tone from bullish analysts, who see the higher price targets as aligned with confidence in AlzChem Group's business model and execution around specialty chemicals.
Narrative Update Mar 06

ACT: Specialty Chemicals Moat And 2026 Projects Will Drive Future Upside

Narrative Update on AlzChem Group The analyst price target for AlzChem Group has moved from €185 to €195, with analysts highlighting the company's specialty chemicals performance, unique production platform and high margin growth projects as key factors in their updated view. Analyst Commentary Bullish analysts are leaning into a constructive view on AlzChem Group, pointing to recent research updates as support for higher valuation expectations and confidence in the company’s execution.
Narrative Update Feb 19

ACT: New Creatine Capacity Plan Will Support Measured Long Term Upside Potential

Analysts are holding their price target for AlzChem Group steady at €165.00. They explain the unchanged view by pointing to updated assumptions that combine a slightly higher discount rate and P/E multiple with adjusted revenue growth and profit margin expectations.
Narrative Update Feb 05

ACT: New Creatine Investment Program Will Support Long Term Upside Potential

Analysts have lifted their price target on AlzChem Group from €150.00 to €165.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News AlzChem Group AG has approved an investment program of around €120 million aimed at supporting additional profitable growth and reinforcing its presence in specialty chemicals for sports, food, and health (company announcement).
Analysis Article Jan 23

Is AlzChem Group AG (ETR:ACT) Trading At A 33% Discount?

Key Insights AlzChem Group's estimated fair value is €231 based on 2 Stage Free Cash Flow to Equity Current share price...
Narrative Update Jan 21

ACT: New Creatine Plant And 2025 Outlook Will Underpin Balanced Prospects

Analysts have modestly trimmed their price target for AlzChem Group to €176.94 from €179.93 as minor adjustments to the discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations feed into a slightly lower fair value estimate. What's in the News AlzChem Group AG approved an investment program of around €120 million to build a more automated production plant for creatine and its precursors, along with related infrastructure, targeting additional growth in sports, food and health (Key Developments).
Narrative Update Jan 07

ACT: New Creatine Capacity Expansion And 2025 Record Outlook Will Support Upside

Analysts now set a higher fair value target for AlzChem Group at €179.93 compared with €167.10 previously. They point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple.
Narrative Update Dec 16

ACT: New Creatine Capacity And Partnerships Will Support Balanced Long Term Outlook

Analysts have raised their price target for AlzChem Group from €97.00 to €150.00, citing slightly stronger expectations for long term revenue growth and a higher justified future P E multiple, despite a modestly lower profit margin outlook. What's in the News AlzChem Group has approved an approximately EUR 120 million investment program to build a more automated creatine production plant and related infrastructure, targeting additional annual sales in the early triple-digit million euro range.
Narrative Update Dec 02

ACT: Earnings Guidance And New Product Launch Will Drive Record Performance

Analysts have maintained their price target for AlzChem Group at €167.10. They cite steady outlooks for revenue growth and profit margins, with only minor adjustments to the discount rate and future earnings projections.
Analysis Article Nov 24

AlzChem Group AG's (ETR:ACT) Business Is Trailing The Market But Its Shares Aren't

With a price-to-earnings (or "P/E") ratio of 21.1x AlzChem Group AG ( ETR:ACT ) may be sending bearish signals at the...
Narrative Update Nov 18

ACT: Strong Revenue Outlook And Product Launches Will Drive Upside Momentum

Analysts have raised their price target for AlzChem Group from €163.10 to €167.10, citing improved revenue growth forecasts. These improved forecasts have offset slight adjustments in the discount rate and profit margin expectations.
Narrative Update Nov 02

ACT: Profitability Improvements And Product Launch Partnerships Will Support Fair Valuation

Analysts have raised their price target for AlzChem Group from €154.24 to €163.10. They cite improved profit margin projections and continued confidence in the company's financial outlook.
Analysis Article Oct 13

AlzChem Group AG (ETR:ACT) Shares Could Be 34% Below Their Intrinsic Value Estimate

Key Insights AlzChem Group's estimated fair value is €236 based on 2 Stage Free Cash Flow to Equity AlzChem Group's...
Analysis Article Sep 13

Is AlzChem Group (ETR:ACT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrative Update Aug 20

Global Nutrition Trends And Capacity Expansions Will Unlock Opportunities

The increase in AlzChem Group’s consensus price target is primarily driven by a higher forward P/E multiple rather than changes in revenue growth forecasts, with fair value rising from €135.24 to €143.64. What's in the News AlzChem Group AG confirmed its full-year 2025 guidance, projecting organic sales growth of approximately 5% to around EUR 580 million.
Analysis Article Aug 20

Is Now An Opportune Moment To Examine AlzChem Group AG (ETR:ACT)?

While AlzChem Group AG ( ETR:ACT ) might not have the largest market cap around , it received a lot of attention from a...
Narrative Update Aug 06

Global Nutrition Trends And Capacity Expansions Will Unlock Opportunities

AlzChem Group's higher consensus price target reflects improved profitability and a lower forward P/E, indicating stronger earnings expectations and valuation support, with fair value raised from €124.40 to €135.24. What's in the News AlzChem Group AG confirmed full year 2025 guidance, expecting approximately 5% organic sales growth to around EUR 580 million.
Analysis Article Aug 02

AlzChem Group AG Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 4.0% to close at €156 following the...
Analysis Article Jul 22

AlzChem Group AG (ETR:ACT) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

AlzChem Group AG ( ETR:ACT ) shares have continued their recent momentum with a 25% gain in the last month alone. The...
Analysis Article Jun 02

Returns Are Gaining Momentum At AlzChem Group (ETR:ACT)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article May 19

A Look At The Fair Value Of AlzChem Group AG (ETR:ACT)

Key Insights AlzChem Group's estimated fair value is €119 based on 2 Stage Free Cash Flow to Equity AlzChem Group's...
Analysis Article May 05

What AlzChem Group AG's (ETR:ACT) 29% Share Price Gain Is Not Telling You

Despite an already strong run, AlzChem Group AG ( ETR:ACT ) shares have been powering on, with a gain of 29% in the...
Analysis Article May 03

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80

AlzChem Group AG ( ETR:ACT ) will increase its dividend from last year's comparable payment on the 13th of May to...
Analysis Article May 01

Is It Too Late To Consider Buying AlzChem Group AG (ETR:ACT)?

AlzChem Group AG ( ETR:ACT ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analysis Article Mar 28

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80

The board of AlzChem Group AG ( ETR:ACT ) has announced that it will be paying its dividend of €1.80 on the 13th of...
Analysis Article Mar 18

With EPS Growth And More, AlzChem Group (ETR:ACT) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Mar 05

AlzChem Group AG (ETR:ACT) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in AlzChem Group AG ( ETR:ACT ) had a good week, as its shares rose 6.3% to close at €77.80 following the...
Analysis Article Mar 03

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.80

AlzChem Group AG's ( ETR:ACT ) periodic dividend will be increasing on the 13th of May to €1.80, with investors...
Analysis Article Feb 19

Market Still Lacking Some Conviction On AlzChem Group AG (ETR:ACT)

With a price-to-earnings (or "P/E") ratio of 14.1x AlzChem Group AG ( ETR:ACT ) may be sending bullish signals at the...
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New Narrative Feb 17

Expansion Of Nitroguanidine Production To Meet Defense Industry Demand Is Expected To Strengthen Market Position

Strategic expansion in production capacities and collaboration with the U.S. Department of Defense could bolster long-term revenue and market diversification.
Analysis Article Nov 14

AlzChem Group's (ETR:ACT) Earnings May Just Be The Starting Point

AlzChem Group AG ( ETR:ACT ) just reported healthy earnings but the stock price didn't move much. Investors are...
Analysis Article Oct 27

AlzChem Group AG's (ETR:ACT) Shares Leap 26% Yet They're Still Not Telling The Full Story

AlzChem Group AG ( ETR:ACT ) shareholders would be excited to see that the share price has had a great month, posting a...
Analysis Article Oct 18

When Should You Buy AlzChem Group AG (ETR:ACT)?

AlzChem Group AG ( ETR:ACT ), might not be a large cap stock, but it saw a significant share price rise of 46% in the...
Analysis Article Sep 07

AlzChem Group (ETR:ACT) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jun 04

A Look At The Intrinsic Value Of AlzChem Group AG (ETR:ACT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, AlzChem Group fair value estimate is €43.94 AlzChem Group's...
Analysis Article May 08

AlzChem Group's (ETR:ACT) Earnings Seem To Be Promising

AlzChem Group AG's ( ETR:ACT ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Analysis Article May 01

Shareholders Will Probably Hold Off On Increasing AlzChem Group AG's (ETR:ACT) CEO Compensation For The Time Being

Key Insights AlzChem Group will host its Annual General Meeting on 7th of May Total pay for CEO Andreas Niedermaier...
Analysis Article Apr 26

AlzChem Group's (ETR:ACT) Upcoming Dividend Will Be Larger Than Last Year's

AlzChem Group AG ( ETR:ACT ) has announced that it will be increasing its dividend from last year's comparable payment...
Analysis Article Apr 11

Is AlzChem Group (ETR:ACT) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Mar 29

AlzChem Group's (ETR:ACT) Dividend Will Be Increased To €1.20

The board of AlzChem Group AG ( ETR:ACT ) has announced that it will be paying its dividend of €1.20 on the 10th of...

Revenue & Expenses Breakdown

How AlzChem Group makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

XTRA:ACT Revenue, expenses and earnings (EUR Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 26581671810
31 Dec 25575631780
30 Sep 25579621710
30 Jun 25571581660
31 Mar 25562561640
31 Dec 24563541640
30 Sep 24564501650
30 Jun 24555461610
31 Mar 24546391550
31 Dec 23546351490
30 Sep 23533301430
30 Jun 23554281400
31 Mar 23570301400
31 Dec 22550301390
30 Sep 22534291360
30 Jun 22487281350
31 Mar 22454271340
31 Dec 21429281330
30 Sep 21420271350
30 Jun 21406261330
31 Mar 21397231290
31 Dec 20386201290
30 Sep 20370161270
30 Jun 20389171270
31 Mar 20387171270
31 Dec 19385181250
30 Sep 19389191240
30 Jun 19380181220
31 Mar 19380201200
31 Dec 18383231180
30 Sep 18380221140
30 Jun 18398321230
31 Mar 18364211150
31 Dec 17361201140
30 Sep 17356221150
31 Dec 16333151110
30 Sep 16331121080
31 Dec 15329151060

Quality Earnings: ACT has a high level of non-cash earnings.

Growing Profit Margin: ACT's current net profit margins (11.5%) are higher than last year (10.1%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: ACT's earnings have grown significantly by 22.6% per year over the past 5 years.

Accelerating Growth: ACT's earnings growth over the past year (18.3%) is below its 5-year average (22.6% per year).

Earnings vs Industry: ACT earnings growth over the past year (18.3%) exceeded the Chemicals industry -13.5%.


Return on Equity

High ROE: ACT's Return on Equity (24.3%) is considered high.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/05 15:13
End of Day Share Price 2026/07/03 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AlzChem Group AG is covered by 8 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gerhard OrgonasBerenberg
Manuela StuerzerDeutsche Bank
Constantin HesseJefferies LLC