How Rafinol Expansion and Dividend Growth at Minerals Technologies (MTX) Has Changed Its Investment Story

• Minerals Technologies Inc. recently reported third-quarter 2025 results, showing net sales of US$532.4 million and basic earnings per share of US$1.37, alongside a 9% dividend increase and new investment in its Usak City, Turkey plant for the Rafinol™ product line.
• This expansion highlights the company's focus on high-growth sustainable markets, particularly in natural oil purification and renewable fuels, despite ongoing financial headwinds.
• We'll examine how the expansion of Rafinol™ in Turkey shapes Minerals Technologies' investment narrative through its commitment to sustainability.

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Minerals Technologies Investment Narrative Recap

To be a Minerals Technologies shareholder, you need to believe in the company's ability to pivot toward high-growth, sustainable markets while managing near-term earnings headwinds and variable demand across its core segments. While the recent investment in the Usak City plant underscores the potential of the Rafinol™ line, current results suggest this expansion does not yet materially shift the most important short-term catalyst, margin recovery in Specialty Additives, or lessen the immediate risk from litigation and sluggish paper demand.

The most pertinent recent announcement is the expanded Usak City, Turkey facility for Rafinol™, aligning with Minerals Technologies’ focus on renewable fuels and natural oil purification. This investment is linked with the company’s efforts to grow higher-margin specialty businesses, a key catalyst as it seeks to mitigate ongoing pressures in legacy segments and support future earnings consistency.

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

Minerals Technologies' narrative projects $2.3 billion revenue and $818.2 million earnings by 2028. This requires 3.3% yearly revenue growth and a $816.1 million increase in earnings from the current $2.1 million.

Uncover how Minerals Technologies' forecasts yield a $84.00 fair value, a 48% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members suggest fair values between US$84 and US$146.61, with two perspectives contributing to this broad span. While many see room for significant upside, persistent margin pressure in core segments could challenge Minerals Technologies’ route to recovery, so take time to compare several investor outlooks before forming your own assessment.

Explore 2 other fair value estimates on Minerals Technologies - why the stock might be worth over 2x more than the current price!

Build Your Own Minerals Technologies 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 Minerals Technologies research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Minerals Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Minerals Technologies' 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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