Clariant AG (CLN.S)：移除下行90天催化剂观察

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31 Jul 2026 01:49:22 ET │ 10 pages

Clariant AG (CLN.S)

Removing Downside 90-Day Catalyst Watch

Direction:

Downside

Duration:

Within 90 Days (expires 03 Sep 2026)

Catalyst:

Earnings

Neutral

Price (30 Jul 2026 17:00:00)

SFr8.91

Target price

SFr7.50

Expected share price return

-15.8%

Expected dividend yield

4.8%

Expected total return

-11.0%

Market Cap

SFr2,958M

US$3,674M

With Catalysts performing much better than feared and management

reiterating the full year guidance, we see risk to earnings diminished and

therefore close our negative Catalyst Watch.

Ranulf Orr, CFAAC

Clariant AG (CHF)

Year to 31 Dec

2024A

2025A

2026E

2027E

2028E

Sales (SFrM)

4,152.0

3,915.0

3,763.0

3,970.4

4,139.9

Net Income (SFrM)

244.0

-75.0

196.9

224.6

241.6

Diluted EPS (SFr)

0.74

-0.23

0.59

0.68

0.73

Diluted EPS (Old) (SFr)

0.74

-0.23

0.59

0.68

0.73

PE (x)

12.1

-39.3

15.0

13.2

12.2

EV/EBITDA (x)

8.3

7.9

7.7

7.0

6.4

DPS (SFr)

0.42

0.43

0.45

Net Div Yield (%)

4.7

4.9

5.0