TipRanks
Croda International PLC (MX:CRDAN)
:CRDAN
Mexico Market
EarningsQ2 2026 Earnings Report

Croda International (CRDAN) Q2 2026 Earnings Report

0 Followers

MX:CRDAN Q2 2026 EPS Results

Actual EPS$18.30
Consensus EPS$18.19
Beat/MissBeat by +$0.12
One Year Ago EPS$16.86

MX:CRDAN Q2 2026 Revenue Results

Actual Revenue$20.56B
Expected Revenue$10.37B
Beat/MissBeat by +$10.19B
YoY Revenue Growth+2.89%

Earnings Announcement Details

QuarterQ2 2026
Date07/28/2026
TimeBefore Open
Conference CallTuesday, July 28, 2026
MX:CRDAN Upcoming Earnings
Croda International's next earnings date is estimated for February 23, 2027, based on past reporting schedules.

Q2 2026 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Jul 28, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and financial picture: organic growth, margin expansion, improved EPS and cash flow, strong outperformance in Consumer Care (notably Beauty Actives) and progress on transformation and AI initiatives. Headwinds remain in certain areas — Pharma Solutions phasing and lumpiness, Crop Protection weakness, regional F&F disruption, working-capital outflow and input-cost volatility — but management reiterated FY guidance and a clear path to their 3-year targets, viewing many challenges as within management control.
Company Guidance
Management reiterated full‑year 2026 guidance: organic sales growth of 3–6% and a further increase in adjusted operating margin, with adjusted operating profit expectations unchanged, and said the group remains on track to deliver its 2028 financial framework. In H1 the business delivered sales +5% to £881m (new & protected products +7%), volumes +1%, price/mix +4%; adjusted operating profit +7% to £156m, EBITDA £208m, EPS +9% to 78p, free cash flow £38m (vs £28m), net debt £578m and leverage ~1.4x. Margins expanded 50bps to 17.7% aided by £18m of transformation savings in H1 (cumulative £46m) against a £100m transformation target; management expects operating margins to increase sequentially in H2, Pharma Solutions project revenues to recover in H2, working capital (H1 outflow £68m) to improve as a programme delivers ~£50m structural savings by 2028 (offsetting a £20–30m p.a. growth drag), and H1 capex was £43m.
Revenue and Sales Growth
Group sales up 5% in constant currency to GBP 881m in H1; volumes +1% and price/mix +4%; organic sales guidance reiterated at 3–6% for FY2026.
Profitability and EPS Expansion
Adjusted operating profit up 7% to GBP 156m; adjusted operating margin expanded from 17.2% to 17.7% (50 bps); EPS up 9% to 78p.
Free Cash Flow and Balance Sheet
Free cash flow improved to GBP 38m (from GBP 28m prior year); net debt GBP 578m with conservative leverage at 1.4x EBITDA; interim dividend declared at 48p.
Strong Consumer Care and Beauty Actives Performance
Consumer Care up 8% and Beauty Actives standout: Volufiline/actives momentum with Beauty Actives growth of 27% in Q2; ceramides sales up 44% in H1; evidence of successful internationalization and customer adoption.
Pharma Ingredients Growth
Pharma Ingredients grew 7% in H1, with customer co-creation and flagship ingredient relaunches gaining traction; advanced ingredients (e.g., Virodex) showing early commercial success.
Transformation Savings and Margin Contribution
Transformation delivered GBP 18m of cost savings in the half (c.2 percentage points of margin expansion); cumulative transformation benefits GBP 46m; working-capital program targeting ~GBP 50m structural savings by 2028.
Capital Deployment and Capacity Expansion in Asia
CapEx reduced to GBP 43m (following heightened investment); two new sites opened in Dahej, India and Guangzhou, China to support faster growth in Asia.
Digital/AI and Operational Efficiency Gains
AI-led seed business improvement achieved a fivefold reduction in treatment times using 20+ years of data, generating incremental revenue; company embedding AI across R&D and operations to speed innovation cycles.

MX:CRDAN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Feb 23, 2027
2027 (Q4)
20.45 / -
17.278
2026 (Q2)
18.19 / 18.30
16.8578.59% (+1.45)
2025 (Q4)
15.97 / 17.28
17.2080.41% (+0.07)
2025 (Q2)
16.67 / 16.86
16.0644.94% (+0.79)
2024 (Q4)
16.48 / 17.21
15.7379.35% (+1.47)
2024 (Q2)
15.95 / 16.06
21.784-26.26% (-5.72)
2023 (Q4)
15.74 / 15.74
27.317-42.39% (-11.58)
Jul 25, 2023
2023 (Q2)
22.90 / 21.78
36.166-39.77% (-14.38)
2022 (Q4)
24.54 / 27.32
28.485-4.10% (-1.17)
2022 (Q2)
24.38 / 36.17
28.88225.22% (+7.28)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed