Brenntag SE (OTCPK:BNTGY) Q3 2025 Earnings Call November 12, 2025 8:00 AM EST Company Participants Thomas Altmann - Senior Vice President of Investor Relations Jens Birgersson - Chairman of the Management Board & CEO Thomas Reisten - CFO & Member of the Management Board Conference Call Participants Annelies Vermeulen - Morgan Stanley, Research Division Tristan Lamotte - Deutsche Bank AG, Research Division Anil Shenoy - Barclays Bank PLC, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division David Symonds - BNP Paribas, Research Division Nicole Manion - UBS Investment Bank, Research Division Presentation Operator Welcome to the Brenntag SE 9M 2025 Results Call and Live Webcast. Please note that the call will be recorded.
Brenntag SE (OTCPK:BNTGY) Q2 2025 Earnings Conference Call August 13, 2025 8:00 AM ET Company Participants Christian Kohlpaintner - Chairman of the Management Board & CEO Thomas Altmann - Senior Vice President of Investor Relations Thomas Reisten - CFO & Member of the Management Board Conference Call Participants Annelies Judith Godelieve Vermeulen - Morgan Stanley, Research Division Carl Raynsford - Joh. Berenberg, Gossler & Co. KG, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Suhasini Varanasi - Goldman Sachs Group, Inc., Research Division Tristan Lamotte - Deutsche Bank AG, Research Division Operator Ladies and gentlemen, thank you for standing by.
Brenntag SE remains a core chemical sector holding for me due to its industry leadership, resilient business model, and strong fundamentals. Despite recent volatility and a less attractive valuation, Brenntag's cost efficiency program and EPS recovery forecast support my continued positive outlook. The company is no longer "cheap" at current levels, but with a conservative €80/share price target, I see a solid risk/reward profile.
| Specialty Retail Industry | Consumer Discretionary Sector | Dr. Christian Kohlpaintner Ph.D. CEO | OTC PINK Exchange | 107180101 CUSIP |
| DE Country | 18,122 Employees | 23 May 2025 Last Dividend | 13 Aug 2014 Last Split | - IPO Date |
Brenntag SE, based in Essen, Germany, is a global leader in the distribution of industrial and specialty chemicals and ingredients, serving a diverse range of industries and markets. Founded in 1874, the company has established a substantial presence across Germany, Europe, the Middle East, Africa, the Americas, and the Asia Pacific. Brenntag operates through two main segments: Brenntag Essentials and Brenntag Specialties. These segments cater to a broad customer base, offering tailor-made solutions and services including just-in-time delivery, product mixing, blending, repackaging, inventory management, and drum return handling. The company's commitment to catering to the needs of various end-market industries is evident in its expansive portfolio, which ranges from nutrition and pharmaceuticals to personal care, water treatment, lubricants, and more. Through its extensive network and expertise, Brenntag SE ensures the efficient distribution and supply of chemicals and ingredients essential for its customers' operations.
Brenntag SE guarantees timely delivery of products to meet precise customer schedules, which is crucial for maintaining continuous production lines and reducing inventory costs.
Offering specialized mixing and blending services, Brenntag tailors chemical formulations to meet specific industry and customer requirements, ensuring product efficacy and performance.
To accommodate varying customer needs, Brenntag provides repackaging services that allow for the customization of product quantities and packaging, thereby enhancing flexibility and convenience.
With advanced inventory management solutions, Brenntag helps its customers optimize their stock levels and storage conditions, minimizing waste and ensuring the availability of crucial chemicals and ingredients.
Brenntag supports sustainability and operational efficiency by offering drum return handling services, which facilitate the reuse and recycling of packaging materials.
Besides the above services, Brenntag SE’s product distribution extends to various end-market industries such as nutrition, pharma, personal care, water treatment, and lubricants. It also services home, industrial, and institutional markets, in addition to coatings, constructions, polymers, and rubber industries. With its comprehensive range of products and services, Brenntag SE positions itself as a key partner for enterprises seeking efficiency, reliability, and quality in their chemical and ingredient supply chain.