Solvay


Asian competition and softer macro conditions pressure earnings

30/01/26 -"The decline has been due to lower earnings expectations, as outlined in the EPS section. In addition, we have applied a 10% discount to peer multiples within our peer-based blended valuation ..."

Pages
62
Language
English
Published on
30/01/26
You may also be interested by these reports :
18/03/26
The change in the target price is due to a change in the analyst covering the stock, complemented by the usage of systematic intrinsic and peer-based ...

17/03/26
The Middle East crisis has disrupted sulphur and methanol markets, leading to tighter supply and rising global prices. While Europe has limited ...

16/03/26
Emmi (ADD; Switzerland), a leading Swiss player in the dairy sector, has had no choice but to grow by acquisitions, including beyond milk products. ...

25/02/26
We have updated our model to incorporate the latest developments, including the divestment of ANH at c.7x EV/EBITDA (vs. consensus at 9x EV/EBITDA). ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO