Elementis' prelim 2025 revenue slightly misses estimates

Elementis

05/03/2026 07:23

Corrects throughout to say adjusted operating profit, not adjusted EBIT, beat estimates; Corrects EPS in Key Details table to $0.105 from $10.50

Overview

Specialty chemicals firm's 2025 revenue slightly missed analyst expectations

Adjusted operating profit and pretax profit for 2025 beat analyst estimates

Company completed $53.8 mln share buyback and plans to sell pharmaceutical unit

Outlook

Elementis expects to complete sale of pharmaceutical business to Associated British Foods by Q2 2026

Company aims to deliver $4 mln in cost savings in 2026

Elementis sees soft demand for coatings amid geopolitical uncertainty

Result Drivers

PERSONAL CARE GROWTH - Personal Care revenue increased by 3.3% due to higher volumes and pricing, with operating margin improving to 32.4%

COATINGS REVENUE DECLINE - Coatings revenue fell by 3.5% due to weaker demand, but positive pricing and strong energy business performance partially offset the decline

COST SAVINGS - $18m in cost savings delivered in 2025, with additional savings expected in 2026 as part of a $10m program

Company press release: ID:nRSE4005Va

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Miss*
$597.50 mln
$598.61 mln (7 Analysts)
FY EPS
$0.105
FY Adjusted Operating Profit
Beat
$126.7 mln
$124.74 mln (7 Analysts)
FY Adjusted Pretax Profit
Beat
$107.50 mln
$102.18 mln (6 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Elementis PLC is GBp205.00, about 27.3% above its March 4 closing price of GBp161.00

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)