Lanxess faces a broad reset of its long-term assumptions, with lower EBITDA expectations, reduced NAV and DCF values, and a more Conservative outlook on growth, margins and competition. The changes feed through to EPS, target price and the investment stance.
Published on 11/25/2025
at 11:02 am GMT - Modified on 11/25/2025
at 10:33 am GMT
LANXESS AG is a Germany-based company engaged in the chemicals sector. The Comapny specializes in the development, manufacturing and marketing of chemical intermediates, additives, specialty chemicals, plastics, and consumer protection products. Its business activities are divided into following segments: Specialty Additives, Advanced Industrial Intermediates and Consumer Protection and All other segments. Specialty Additives, responsible for manufacture of additives for the rubber and paint industries; Advanced Industrial Intermediates, focused on the development of intermediates for the agricultural, plastics, chemicals, consumer goods, construction, tire and automotive industries; Consumer Protection, offers material protection products, inorganic pigments, finishing agents for the leather industry and resins for water treatment, among others, and Engineering Materials, which produces technical plastics, glass fibers, automotive applications, electronics and electrical industries.
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
This Alphavalue article, the European leader in independent research, is only available to subscribers .
