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Croda International Plc (COIHY) Q4 2025 Earnings Call Transcript
Croda International Plc (COIHY) Q4 2025 Earnings Call Transcript
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proactiveinvestors.co.uk
Croda impresses as turnaround shows further progress
Croda International PLC shares climbed almost 5% to 3,150p on Tuesday morning after the FTSE 100 chemicals group beat expectations in the second half after delivering stronger than forecast fourth-quarter sales. Adjusted second-half earnings on an EBIT basis came in at £148 million, 2% ahead of consensus, while fourth-quarter constant currency sales growth of 5.0% was well above expectations of around 3-4%.
proactiveinvestors.co.uk
Croda reports top-end profits and sets out new growth targets
Croda International PLC has reported higher adjusted profits and set out how it plans to improve profit margins over the next three years, as the chemicals and ingredients group said early progress on its turnaround was encouraging despite slower sales growth in the second half of the year. Sales for 2025 rose 4.4% to £1.7 billion, or 6.6% on a constant currency basis, while adjusted operating profit increased 7.9% to £295.3 million, at the top end of its previous guidance as the margin edged up to 17.4% from 17.2%.
proactiveinvestors.co.uk
Croda rallies 7.6% as leading turns bullish ahead of results
Shares in Croda International PLC (LSE:CRDA) surged 7.6% to 3,148p on Tuesday after JPMorgan reaffirmed its 'overweight' rating and raised its price target to 4,000p, arguing that the worst of the earnings downgrade cycle is now over and the company is poised for a multi-year recovery. Analyst Chetan Udeshi sees adjusted EPS growing at a 13% compound annual rate between 2025 and 2028, supported by organic and inorganic investment returns, ongoing cost actions, and improving capital returns.
proactiveinvestors.co.uk
US bank downgrades Croda as margin recovery stalls
Croda International PLC (LSE:CRDA) fell 2.5% after Jefferies cut its rating on the chemicals group from ‘buy' to ‘hold' and trimmed the price target to £30. The downgrade reflects mounting concerns that the company's margin recovery is taking longer than expected, with earnings unlikely to show meaningful improvement before late 2026.
proactiveinvestors.co.uk
Croda receives heavyweight backing after results
It has been a long, sticky road for Croda International PLC (LSE:CRDA), the Yorkshire-based chemicals group best known for the ingredients that make shampoo silky and lipstick smooth. After a few years in which costs ballooned and investors fretted over shrinking margins, things finally seem to be moving in the right direction.
seekingalpha.com
Croda International Plc (COIHY) Q3 2025 Sales Call Transcript
Croda International Plc (OTCPK:COIHY) Q3 2025 Sales Call October 16, 2025 3:00 AM EDT Company Participants Steve Foots - Group Chief Executive & Executive Director Stephen Oxley - CFO & Executive Director Conference Call Participants Lisa Hortense De Neve - Morgan Stanley, Research Division Charles Eden - UBS Investment Bank, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Ming Tang - BNP Paribas Exane, Research Division Artem Chubarov - Rothschild & Co Redburn, Research Division Sebastian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division Katie Richards - Barclays Bank PLC, Research Division Georgina Iwamoto - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, and welcome to Croda International Q3 2025 Sales Update.
proactiveinvestors.co.uk
Croda maintains course despite extra region volatility from US tariffs
Croda International PLC (LSE:CRDA) shares rose 1.3% despite the chemicals group reporting slightly slower sales growth in the third quarter, as the trading environment remained challenging. US trade tariffs contributed to volatility in quarterly performance by region, hitting customer export sales in certain regions, particularly in pharma and industrial markets in Asia, as well as agriculture markets in Latin America.
proactiveinvestors.co.uk
Croda upgraded to as bank sees activist catalyst for turnaround
Barclays has lifted its rating on Croda International PLC (LSE:CRDA) from 'equal weight' to 'overweight', citing the prospect of activist-driven restructuring and improved cost discipline as reasons for a more positive outlook. The broker set a new price target of 3,100p, cut from 3,600p, but still implying 16% upside from the current level of 2,664p.
invezz.com
Croda International shares jump after Standard Industries unit discloses stake
Shares of Croda International Plc surged 4.7% on Thursday, marking the British chemicals supplier's strongest daily gain since April 23. The rally came after a filing revealed that Standard Latitude Master Fund Ltd.
proactiveinvestors.co.uk
Croda receives boost as leading US investment bank turns positive
Croda International PLC's (LSE:CRDA) shares slumped 10% after its latest results, but Morgan Stanley has just upgraded the stock to “overweight,” signalling a sharp change in sentiment. The chemicals group posted half-year figures that matched expectations and stuck to its full-year guidance, a rare steady hand in a volatile sector.
seekingalpha.com
Croda International Plc (COIHF) Q2 2025 Earnings Call Transcript
Croda International Plc (OTCPK:COIHF) Q2 2025 Earnings Conference Call July 29, 2025 4:00 AM ET Company Participants David Bishop - Director of Investor Relations Stephen Edward Foots - Group Chief Executive & Executive Director Stephen Richard Oxley - CFO & Executive Director Conference Call Participants Artem Chubarov - Redburn (Europe) Limited, Research Division Charles Eden - UBS Investment Bank, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Lisa Hortense Maria De Neve - Morgan Stanley, Research Division Matthew John Peter Yates - BofA Securities, Research Division Nicola Tang - BNP Paribas Exane, Research Division Sebastian Christian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division Stephen Edward Foots Good morning, everyone.
proactiveinvestors.co.uk
Itaconix extends Croda deal as demand grows for plant-based odour control
Itaconix PLC (AIM:ITX, OTCQB:ITXXF) has expanded its partnership with Croda to supply plant-based ingredients for tackling unpleasant smells in household products, extending a longstanding collaboration and adding a new powder-based formulation aimed at the laundry market. The AIM-quoted plant-based chemicals company said it would now supply ZINADOR 22D, a dry powder version of its odour neutraliser, alongside two existing liquid products already marketed globally by Croda.
seekingalpha.com
Croda International Plc (COIHF) Q1 2025 Earnings Call Transcript
Croda International Plc (OTCPK:COIHF) Q1 2025 Results Conference Call April 23, 2025 2:30 AM ET Company Participants David Bishop - Investor Relations Steve Foots - Chief Executive Officer Anthony Fitzpatrick - President of Strategy, Corporate Development & Industrial Specialties Stephen Oxley - Chief Financial Officer Conference Call Participants Sebastian Bray - Berenberg Bank Artem Chubarov - Redburn Atlantic Lisa De Neve - Morgan Stanley Charles Eden - UBS Chetan Udeshi - JP Morgan Nicola Tang - BNP Paribas Exane Charles Bentley - Jefferies Georgina Fraser - Goldman Sachs Operator Hello, and welcome to the Croda Q1 2025 Sales Update. My name is Laura, and I will be your coordinator for today's event.
proactiveinvestors.co.uk
Croda bounces from decade low as growth returns, plans US tariff 'surcharge'
Shares in Croda International PLC (LSE:CRDA) topped the FTSE 100 leaderboard on Wednesday morning as the chemicals group reported an encouraging start to 2025 after a tough previous year. The shares jumped 9% to 2,979p, after falling more than 45% over the previous 12 months and hitting their lowest in over a decade.
seekingalpha.com
Croda International Plc (COIHF) Q4 2024 Earnings Call Transcript
Croda International Plc (OTCPK:COIHF) Q4 2024 Earnings Call February 25, 2025 4:00 AM ET Company Participants Steve Foots - Chief Executive Officer Anthony Fitzpatrick - Interim Chief Financial Officer David Bishop - Investor Relations Conference Call Participants Charles Eden - UBS Matthew Yates - Bank of America Sebastian Bray - Berenberg Bank Lisa De Neve - Morgan Stanley Ranulf Orr - Citi Nicola Tang - BNP Paribas Exane Charlie Bentley - Jefferies Steve Foots Good morning, everyone. Great to see so many of you here at the London Stock Exchange.
proactiveinvestors.co.uk
Croda predicts return to growth in 2025 as profits fall again
Croda International PLC (LSE:CRDA) reported a further fall in revenue and profit following what it called "another transitional year", but sees growth returning in 2025. For the past calendar year, sales totalled £1.63 billion, a decline of 0.8% that was broadly in-line with forecasts, as the FTSE 250 group's larger Consumer Care division increased the top line by 7% but Life Sciences sales fell 14%.
proactiveinvestors.co.uk
SkinBioTherapeutics receives Croda boost
Shares in SkinBioTherapeutics PLC (AIM:SBTX) rose 6% after the company confirmed it had finalised terms with Croda PLC for the commercial launch of its SkinBiotix technology. The agreement includes royalties based on global sales of products developed using SkinBiotix.
proactiveinvestors.co.uk
Croda slumps on chemical ban fears under Trump health head
Croda International PLC (LSE:CRDA) shares faced a blow on Friday in the wake of Robert F Kennedy Junior's appointment as US health secretary by president-elect Donal Trump. Shares in the London-listed chemicals firm dipped 2.9% over the course of the morning after Trump firmed up the controversial appointment on Thursday.