Brenntag AG (BNRA) Stock Price & Analysis
BNRA Stock Chart & Stats
- Day’s Range
- EUR 12.10 - EUR 12.50
- 52-Week Range
- EUR 8.60 - EUR 12.70
- Previous Close
- EUR 12.20
- Volume
- N/A
- Average Volume (3M)
- 0
- Market Cap
- EUR 9.04B
- Enterprise Value
- EUR 12.34B
- Total Cash (Recent Filing)
- EUR 508.79M
- Total Debt (Recent Filing)
- EUR 3.61B
- Price to Earnings (P/E)
- 25.2
- Beta
- 0.88
- Next Earnings
- Nov 11, 2026 (Est.)
- EPS Estimate
- 0.23
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.97%
Bulls Say, Bears Say
Bulls Say
Diversified Chemical Distribution Platform
The broad product portfolio, global distribution infrastructure and value-added services create customer utility beyond simple resale. This supports recurring relationships, supplier access and resilience across industrial and specialty end markets.
Improving Sales And Operating Conversion
Double-digit sales growth combined with better gross-profit performance and EBITDA conversion indicates improving commercial execution and operating leverage. If sustained, these gains can strengthen earnings quality despite mixed demand across segments.
Structural Cost Savings Execution
Progress on productivity initiatives and workforce restructuring can lower the company’s structural cost base and improve competitiveness. The sizable multiyear savings targets provide a potential cushion if volumes or market pricing weaken.
Bears Say
Compressed Profitability
Lower profitability and returns show that Brenntag’s earnings power remains below prior peaks. Thin net margins leave less room to absorb pricing pressure, weaker volumes, higher operating costs or unfavorable product mix changes.
Weaker Cash Flexibility And Higher Leverage
Positive cash generation remains supportive, but declining free cash flow and weaker debt coverage reduce financial flexibility. Rising leverage further increases sensitivity to softer demand, working-capital needs and prolonged margin pressure.
Flat Volumes And Competitive Pressure
Limited volume growth and uneven specialty demand constrain organic expansion, while renewed regional competition may pressure prices and margins. These risks could persist beyond one quarter if customer demand and industry supply remain unsettled.
Brenntag AG News
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Brenntag AG Stock Smart Score
Company Description
Brenntag AG
Brenntag SE functions as a major global distributor, procuring and supplying a comprehensive range of industrial and specialty chemicals, as well as essential ingredients. Its extensive operations span across Europe, the Middle East, Africa, the Americas (North and Latin), and the Asia Pacific region. The company organizes its business through two primary divisions: Brenntag Essentials and Brenntag Specialties. Beyond simply distributing products, Brenntag delivers a suite of value-added services to its clients. These services encompass efficient logistics like just-in-time delivery and managing drum returns, as well as product customization through mixing, blending, and repackaging. Additionally, they provide crucial support with inventory management and offer specialized technical and laboratory services tailored for their specialty chemical offerings. Brenntag serves a diverse array of end-market industries, including vital sectors such as nutrition, pharmaceuticals, personal care, water treatment, and lubricants. Its clientele also extends to the home, industrial, and institutional markets, alongside industries like coatings, construction, polymers, and rubber. Founded in 1874, Brenntag SE is headquartered in Essen, Germany.
- Sector
- Basicmaterials
- Industry
- Chemicals - Specialty
- CEO
- Jens Birgersson
- Employees
- 17,339
- Website
- www.brenntag.com
- Address
- Messeallee 11, Essen, NW, 45131, DE
Brenntag AG (BNRA) Earnings & Revenues
BNRA Company Deck
BNRA Earnings Call
Earnings Call SentimentPositive
The call presented a net-positive operational and financial picture: double-digit sales growth, margin expansion, improved EBITDA conversion and clear progress on structural cost savings and commercial initiatives. These positives were tempered by a large but described-as-temporary working capital build driven by price effects, elevated personnel costs due to bonus provisions (~EUR 40m), flat volumes in some FY-critical businesses (notably Nutrition), and continued external uncertainty (geopolitics, competitor dynamics). Management expects the working capital peak to unwind into Q3 and reiterated delivery of cost-savings targets, while taking a conservative stance on H2 gross profit assumptions.
View all DE:BNRA earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 13 | 5 | 4 |
| Technical Analysis | 1 | 5 | 4 |
| Moving Averages | 12 | 0 | 0 |
