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Evonik Industries AG (EVKIY) Q4 2025 Earnings Call Transcript
Evonik Industries AG (EVKIY) Q4 2025 Earnings Call Transcript
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Evonik Industries AG (EVKIY) Q3 2025 Earnings Call Transcript
Evonik Industries AG (OTCPK:EVKIY) Q3 2025 Earnings Call November 4, 2025 5:00 AM EST Company Participants Christian Kullmann - CEO & Chairman of the Executive Board Claus Rettig Christoph Finke Conference Call Participants David Symonds - BNP Paribas, Research Division Martin Roediger - Kepler Cheuvreux, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Geoffery Haire - UBS Investment Bank, Research Division Anil Shenoy - Barclays Bank PLC, Research Division Thomas Wrigglesworth - Morgan Stanley, Research Division Presentation Operator Ladies and gentlemen, welcome to the Evonik Industries AG Q3 2025 Earnings Conference Call. I'm Mattilde, the Chorus Call operator.
seekingalpha.com
Evonik: Revised Outlook Necessitates A Q3 2025 Update
Evonik Industries remains a fundamentally strong specialty chemicals company, now trading at attractive valuations despite recent earnings downgrades and market underperformance. EVKIY faces near-term headwinds, including weaker EBITDA guidance, persistent demand softness, and potential dividend risk, but maintains a BBB+ rating and manageable leverage. At current prices below €15/share, the risk/reward profile is compelling, with a conservative price target cut to €20/share and an ADR target of $11.50/share.
seekingalpha.com
Look Beyond The Volatility In Evonik Industries
Evonik remains a 'Buy' for me, offering a solid 7%+ yield and BBB+ rating despite recent underperformance and macro headwinds. Short-term volatility and earnings declines are expected, but I see these as transitory, with long-term fundamentals and EU reshoring trends supporting recovery. Valuation is compelling: at current levels, EVKIY offers potential 15%+ annualized upside, with a fair value target of €22/share and significant peer appeal.
seekingalpha.com
Evonik Industries AG (EVKIF) Q2 2025 Earnings Call Transcript
Evonik Industries AG (OTCPK:EVKIF) Q2 2025 Earnings Conference Call August 1, 2025 5:00 AM ET Executives Christian Kullmann – CEO & Chairman of the Executive Board Maike Schuh – CFO & Member of Executive Board Tim Lange – Head of Investor Relations Analysts Anil Shenoy - Barclays Bank PLC, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division David Symonds - BNP Paribas Exane, Research Division Georgina Fraser - Goldman Sachs Group, Inc., Research Division Martin Roediger - Kepler Cheuvreux, Research Division Matthew John Peter Yates - BofA Securities, Research Division Thomas P. Wrigglesworth - Morgan Stanley, Research Division Operator Ladies and gentlemen, welcome to the Evonik Industries AG Q2 2025 Earnings Conference Call.
seekingalpha.com
Evonik Industries AG (EVKIF) Q1 2025 Earnings Call Transcript
Evonik Industries AG (OTCPK:EVKIF) Q1 2025 Results Conference Call May 12, 2025 5:00 AM ET Company Participants Christian Kullmann - Chairman of the Executive Board & CEO Maike Schuh - Chief Financial Officer Tim Lange - Head of Investor Relations Conference Call Participants Martin Roediger - Kepler Cheuvreux Chetan Udeshi - JPMorgan Tom Wrigglesworth - Morgan Stanley Anil Shenoy - Barclays Christian Kullmann Thanks a lot, and welcome to our Q1 earnings call today. This is the first time within 10 days that we're going to meet today, virtually for our Q1 earnings and next week, Thursday for a more strategic view ahead at our Capital Markets Day.
seekingalpha.com
Evonik: Decent Rate Of Return, Upside Confirmed
Evonik Industries has shown significant growth, with a 25% EBITDA increase and a 42% FCF rise, making it a strong investment. The company's reorganization and focus on renewables position it well for future growth, despite current macroeconomic volatility. My price target for Evonik is €24.5/share, with a "Buy" rating due to its undervaluation and potential for long-term gains.
seekingalpha.com
Evonik Industries AG (EVKIF) Q4 2024 Earnings Call Transcript
Evonik Industries AG (OTCPK:EVKIF) Q4 2024 Earnings Conference Call March 5, 2025 8:00 AM ET Company Participants Christian Kullmann - Chairman of the Executive Board Maike Schuh - Chief Financial Officer Conference Call Participants Andreas Heine - Stifel Chetan Udeshi - JPMorgan Sebastian Bray - Berenberg Martin Roediger - Kepler Cheuvreux Georgina Iwamoto - Goldman Sachs Christian Kullmann Thanks a lot, and welcome, ladies and gentlemen, to our full-year earnings call. We have four key messages that we want to bring across today.
seekingalpha.com
Evonik: A Good Company, Upside Less Clear Than Before
Evonik's restructuring into growth and efficiency segments, with a focus on premiumization and defensive markets, has shown mixed results amid challenging industrial macro conditions. Despite a stable 3Q24 with improved EBITDA and cost savings, the company's forecasted growth has not fully materialized, leading to a conservative "Buy" rating. The company's high dividend yield, conservative credit rating, and potential for earnings reversal present an attractive investment opportunity, despite current volatility and ownership pressure.
seekingalpha.com
Evonik Industries AG (EVKIF) Q3 2024 Earnings Call Transcript
Evonik Industries AG (OTCPK:EVKIF) Q3 2024 Earnings Conference Call November 6, 2024 5:00 AM ET Company Participants Christian Kullmann - Chief Executive Officer Maike Schuh - Chief Financial Officer Tim Lange - Head, Investor Relations Conference Call Participants Thomas Wrigglesworth - Morgan Stanley Chetan Udeshi - JPMorgan Andreas Heine - Stifel Sebastian Bray - Berenberg Martin Roediger - Kepler Cheuvreux Jaideep Pandya - On Field Research Operator Ladies and gentlemen, welcome to the Evonik Industries Q3 2024 Earnings Conference Call. I'm Vicky, the chorus call operator.
seekingalpha.com
Evonik - I Continue To Be Long Here
Evonik has shown growth and strong performance in 3Q and 4Q23, with a 19% increase in share price since the last article. The company is undergoing a strategic realignment and investing in future technologies, leading to long-term growth opportunities. Evonik remains undervalued, with a positive outlook for 2024E and potential for 15%+ annualized upside, making it a "BUY".
seekingalpha.com
Evonik: Another Exit In A Low Margin Division
The company met its 2023 forecast despite a challenging environment, with positive performances in the Nutrition & Care division. Evonik confirmed its dividend per share thanks to a solid FCF and a supportive cash conversion rate. With conservative 2024 guidance and a discount on peers' valuation, our buy rating is then confirmed.
reuters.com
Evonik says recovery unlikely in 2024, plans 2,000 job cuts
German chemicals group Evonik Industries said on Monday it expected no signs of a recovery in 2024 and announced up to 2,000 job cuts worldwide by 2026 in a bid to cut costs.
seekingalpha.com
Evonik: The Reversal Could Be Significant, 'Buy'
Evonik Industries' position is currently volatile and uncertain, but I'm not worried. The company's 3Q23 results were above expectations, with positive cash generation and a confirmed adjusted EBITDA that can cover the current dividend. Evonik is undergoing a strategic realignment of its portfolio and investing in future technologies, which could lead to long-term growth opportunities.
barrons.com
Germany's Economy Is in a Bad Slump. These 6 Stocks Could Rebound.
Look for companies that have been bearing the brunt of the pain to pull out stronger.
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Evonik Industries AG (EVKIF) Q3 2023 Earnings Conference Call Transcript
Evonik Industries AG (EVKIF) Q3 2023 Earnings Conference Call Transcript
seekingalpha.com
Evonik Industries AG (EVKIF) Q2 2023 Earnings Call Transcript
Evonik Industries AG (OTCPK:EVKIF) Q2 2023 Earnings Conference Call August 10, 2023 5:00 AM ET Company Participants Tim Lange – Head-Investor Relations Christian Kullmann – Chief Executive Officer Maike Schuh – Chief Financial Officer Conference Call Participants Ranulf Orr – Citi Chetan Udeshi – JPMorgan Gunther Zechmann – Bernstein Matthew Yates – Bank of America Andreas Heine – Stifel Jaideep Pandya – On Field Research Tim Lange Thank you very much, and good morning from our side here in Essen. With me are Christian and Ute for our – I know at some point, it would happen.
seekingalpha.com
Evonik: A Slow Q1, But There Are Underlying Signs Of Improvement
Evonik is a relatively new position I've been establishing over the past few months, as the company has been troughing between €17-19/share for the native. The company reported 1Q23 results as I am writing this article - and there are things to take into consideration here.
seekingalpha.com
Mr. Europe Says: 'Buy' 2 BBB+ Rated Companies With 5-7% Yield And Upside
I'll showcase two investments that I believe will outperform over the next few years - one of them reported 4Q22 on Friday and is in a nice daily decline over 6%. I'm heavily invested in both of these businesses and consider the upside to be well worth it, despite the near-term risks to either business in the form of input/energy/SCM.
seekingalpha.com
Evonik Is Significantly Undervalued With A Double-Digit Potential Upside
I've been loading up on Evonik for the past few months, showcasing these buys in Chat and in some general articles. Here I am doing more of a deep dive. Evonik has an interesting composition and an appealing portfolio - and it's a relatively unknown play, and one that has received a real dearth of coverage on SA.