IMCD (OTC:IMCDY) has shifted from a growth to a value stock as market weakness and post-pandemic normalization have stalled financial performance. IMCD's global specialty chemicals distribution model, acquisitive growth strategy, and balanced operations underpin its long-term value proposition despite recent stagnation. IMCD trades at a forward P/E of 13.7x, well below its historical average, with fair value estimates around €85 per share if modest growth resumes.
IMCD N.V. (OTCPK:IMCDY) Q3 2025 Earnings Call November 6, 2025 3:00 AM EST Company Participants Marcus Jordan - CEO & Member of Management Board Hans Kooijmans - CFO & Member of Management Board Conference Call Participants Annelies Vermeulen - Morgan Stanley, Research Division Matthew Yates - BofA Securities, Research Division Suhasini Varanasi - Goldman Sachs Group, Inc., Research Division David Kerstens - Jefferies LLC, Research Division Nicole Manion - UBS Investment Bank, Research Division Eric Wilmer - Kempen & Co. N.V., Research Division Carl Raynsford - Joh.
Berenberg lowered the firm's price target on IMCD to EUR 172 from EUR 187 and keeps a Buy rating on the shares.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Peter Sigismondi Ramirez Asset Management, Inc. | 44 | $1,998 | $2,310 | $312 | 15.62% |
| Chemicals Industry | Materials Sector | Marcus Jordan CEO | OTC PINK Exchange | 44970W103 CUSIP |
| NL Country | 5,246 Employees | 6 May 2026 Last Dividend | - Last Split | - IPO Date |
IMCD N.V. is a globally recognized distributor, marketer, and seller of specialty chemicals and ingredients. Founded in 1995 and headquartered in Rotterdam, the Netherlands, the company extends its operations across several key regions including the Netherlands, the rest of Europe, the Middle East, Africa, North America, South America, and the Asia-Pacific. By providing a broad portfolio of products, IMCD N.V. caters to various industries, offering not only chemicals and ingredients but also comprehensive solutions that enhance the performance and functionality of the end products.