
Croda International Plc (COIHY) Q4 2025 Earnings Call Transcript
Croda International Plc (COIHY) Q4 2025 Earnings Call Transcript
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Croda International Plc (COIHY) Q4 2025 Earnings Call Transcript

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%.

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%.

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.

Orion (NYSE: OEC - Get Free Report) and Croda International (OTCMKTS:COIHY - Get Free Report) are both basic materials companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, profitability, institutional ownership, dividends, valuation and risk. Profitability This table compares Orion and Croda International's

Croda International (OTCMKTS:COIHY - Get Free Report) and Elementis (OTCMKTS:ELMTY - Get Free Report) are both basic materials companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, earnings, profitability, valuation and risk. Profitability This table compares Croda International and Elementis'

Sensient Technologies (NYSE: SXT - Get Free Report) and Croda International (OTCMKTS:COIHY - Get Free Report) are both mid-cap basic materials companies, but which is the better business? We will compare the two companies based on the strength of their dividends, institutional ownership, profitability, analyst recommendations, earnings, valuation and risk. Profitability This table compares Sensient Technologies

Westaim (OTCMKTS:WEDXF - Get Free Report) and Croda International (OTCMKTS:COIHY - Get Free Report) are both basic materials companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, earnings, risk, profitability, analyst recommendations, institutional ownership and dividends. Institutional and Insider Ownership 0.1% of Croda International

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.

Toray Industries (OTCMKTS:TRYIY - Get Free Report) and Croda International (OTCMKTS:COIHY - Get Free Report) are both mid-cap basic materials companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, institutional ownership, earnings and valuation. Earnings and Valuation This table compares

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.

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.

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.

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.

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.

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.

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.

Croda International (COIHY) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.