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.