Chemtrade Logistics (CGIFF) Stock Price & Analysis
CGIFF Stock Chart & Stats
- Day’s Range
- $10.47 - $10.47
- 52-Week Range
- $9.39 - $13.50
- Previous Close
- $10.52
- Volume
- N/A
- Average Volume (3M)
- 31.92K
- Market Cap
- $1.17B
- Enterprise Value
- $3.02B
- Total Cash (Recent Filing)
- $44.50M
- Total Debt (Recent Filing)
- $1.30B
- Price to Earnings (P/E)
- 11.0
- Beta
- 0.45
- Next Earnings
- Nov 13, 2026 (Est.)
- EPS Estimate
- 0.34
- Last Dividend Ex-Date
- Oct 30, 2026
- Dividend Yield
- 4.92%
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation
Substantial operating and free cash flow gives Chemtrade internal funding for maintenance, growth projects and distributions. This supports financial resilience and reduces reliance on external capital, although conversion can vary with working capital and timing.
Critical, Diversified Chemical Services
The company serves essential industrial processes and municipal water treatment, with recurring supply schedules, logistics capabilities and customer relationships. Exposure across sulfur, acid, water and related services broadens demand sources beyond one end market.
Ultrapure Growth Opportunity
Qualification with advanced semiconductor customers can create a durable, higher-value growth channel as chip production expands. The stated multi-year fill outlook provides visibility beyond the current cycle and could improve Chemtrade's mix over time.
Bears Say
Elevated Leverage
Higher leverage reduces financial flexibility in a cyclical chemicals business and increases the importance of sustained cash generation. It may constrain shareholder distributions and investment options until debt metrics improve, particularly during weaker operating periods.
Cyclical Margin Volatility
Chemtrade's earnings remain exposed to commodity inputs, contract repricing timing and industrial demand. Historical margin swings and current sulfur pressure make normalized profitability less predictable, potentially causing recurring variability in earnings and cash conversion.
North Vancouver Execution Risk
A sizeable multi-year capital program carries permitting, timing and cost uncertainty, with judicial review adding an external dependency. Delays or overruns could defer capacity benefits, raise funding needs and complicate execution against turnaround schedules.
Chemtrade Logistics News
Chemtrade Logistics announces final adoption of rezoning application
Chemtrade Logistics (CGIFF) Income Fund announced that the rezoning application for its chlor-alkali facility, located in North Vancouver, received final adoption at last night’s District of North Vancouver Council meeting.
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Chemtrade Logistics Stock Smart Score
Company Description
Chemtrade Logistics
Chemtrade Logistics Income Fund supplies industrial chemicals and specialized services throughout Canada, the United States, and South America. The company operates across three distinct divisions: Sulphur Products & Performance Chemicals (SPPC), Water Solutions & Specialty Chemicals (WSSC), and Electrochemicals (EC). The SPPC division focuses on the production, purification, and commercialization of various sulphur-based chemicals, such as merchant, regenerated, and ultra-pure sulphuric acid, sodium hydrosulphite, elemental sulphur, liquid sulphur dioxide, hydrogen sulphide, sodium bisulphite, and other sulphides. Additionally, it offers industrial services for processing by-products and waste streams. The WSSC segment manufactures and sells a suite of inorganic coagulants for water treatment, including aluminum sulphate, aluminum chlorohydrate, polyaluminum chloride, and ferric sulphate, alongside specialty chemicals like sodium nitrite and phosphorus pentasulphide. The EC segment develops and distributes sodium chlorate and chlor-alkali products, specifically caustic soda, chlorine, and hydrochloric acid, catering to the pulp and paper, oil and gas, and water treatment industries. Chemtrade Logistics Income Fund was established in 2001 and is headquartered in Toronto, Canada.
- Sector
- Basicmaterials
- Industry
- Chemicals - Specialty
- CEO
- Scott William Rook
- Employees
- 1,552
- Website
- www.chemtradelogistics.com
- Address
- 155 Gordon Baker Road, Toronto, ON, M2H 3N5, CA
Chemtrade Logistics (CGIFF) Earnings & Revenues
CGIFF Earnings Call
Earnings Call SentimentNeutral
The call balanced positive operational and strategic developments (ultrapure ramp to advanced chipmakers, strong acid and regen performance, contract pricing dynamics protecting Water margins as sulphur normalizes, and a defined North Vancouver CapEx plan) against near-term headwinds (sulphur-driven margin pressure, H1 EBITDA down $15M–$20M, judicial review risks affecting North Van timing, higher leverage after an acquisition and caustic price volatility). Management provided concrete mitigation steps (contract repricing, detailed engineering and permitting, phased capex aligned with turnarounds) and reiterated a path to H2 recovery, but execution and timing risks remain.
View all CGIFF earnings summariesCGIFF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 8 | 4 | 10 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 4 | 0 | 8 |









