Chemicals, Paper & Packaging Weekly: Chemicals, Paper & Packaging Weekly Update

Research evidence excerpt

Chemicals, Paper & Packaging Weekly: Chemicals, Paper & Packaging Weekly Update

nd and Germany for €350 mm (plus an up

to €30 mm earn-out depending on 2026–27 financial performance) or 7.0x EBITDA of just under

2025 EBITDA of €50 mm on ~€125 mm of sales. Qemetica Salt has a ~550,000 mt evaporated

salt plant in Janikowo, Poland; and a 450,000 mt evaporated salt plant in Stassfurt, Germany.

Qemetica is p/k/a Ciech Group. End-Markets: 51% water treatment, 40% Food/Other; 9%

Industrial. Synergies high single digit or low double digit million Euro’s in the mid-term.

Expected closing in Q1:27.

June 2 INEOS Energy entered a supply agreement with Maurbeni Corporation to supply liquefied

natural gas (LNG) into the Pacific Basin – INEOS Energy’s first deal to supply LNG outside the

Atlantic Basin.

June 2 Greif increased its quarterly dividend by 10.7% to $0.62 for its Class A Common Stock and $0.93

on its Class B Common Stock.

June 2 CANPACK and Canovation formalize collaboration to accelerate the commercialization of

CanReseal technology, which enables the resealability of aluminum beverage packaging.

June 2 ICIS acquired AMI Plastics Market Intelligence Dataset, a market consultancy that will be

strengthen ICIS’ plastics supply & demand expertise and broaden ICIS’ downstream analysis.

June 2 Elementis completed the sale of its pharmaceutical manufacturing business to Associated

British Foods for an enterprise value of €34.3 mm (~€30 mm gross proceeds). Elementis has

commenced a €35 mm share repurchase.

June 1 OCI Global agreed to sell 50% of OCI Nitrogen to AGROFERT for €55 mm, or 1.0x LTM April

2026 EBITDA of €105 mm, with a put/call option for the remaining 50% stake commencing two

years post closing at 7x average pro forma adj. EBITDA for the preceding two years. OCI