Novozymes A/S (NVZMY) Q4 2025 Earnings Call Transcript
Investors looking for stocks in the Chemical - Specialty sector might want to consider either Novozymes A/S (NVZMY) or Hawkins (HWKN). But which of these two stocks offers value investors a better bang for their buck right now?
Novozymes A/S (OTCPK:NVZMY) Q3 2025 Earnings Call November 6, 2025 3:00 AM EST Company Participants Tobias Björklund - Head of Investor Relations Ester Baiget - President & CEO Rainer Lehmann - Executive VP & CFO Claus Fuglsang - Chief Scientific Officer Tina Fanø - Executive Vice President of Planetary Health Biosolutions Andrew Taylor Henrik Nielsen - EVP of Human Health Biosolutions and Strategy & Integration Conference Call Participants Thomas Lind Petersen - Nordea Markets, Research Division Thomas Wrigglesworth - Morgan Stanley, Research Division Georgina Iwamoto - Goldman Sachs Group, Inc., Research Division Alexander Sloane - Barclays Bank PLC, Research Division Lars Topholm - DNB Carnegie, Research Division Ming Tang - BNP Paribas, Research Division Sebastian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Soren Samsoe - SEB, Research Division Presentation Operator Ladies and gentlemen, welcome to the Novonesis Interim Report for the First 9 Months of 2025 Conference Call.
After losing some value lately, a hammer chart pattern has been formed for Novozymes (NVZMY), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.
Novonesis is a global market leader in enzymes and biosolutions, offering defensive growth and resilience across essential industries like food, agriculture, and household care. The company has delivered strong organic growth, repeatedly raising guidance, and boasts high margins, robust R&D investment, and a shareholder-friendly, long-term focused strategy. Despite its strengths, Novonesis trades at a premium valuation (forward P/E ~40), making the current price uncomfortable for a full position; averaging in is recommended.
Here is how Novozymes A/S (NVZMY) and Mosaic (MOS) have performed compared to their sector so far this year.
Novozymes (NVZMY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Novonesis, formed from Chr. Hansen and Novozymes, shows promising growth but remains overvalued with a current P/E of 33x, down from 40x. Organic sales for 9M24 rose 9%, driven by volume and pricing, with new products and emerging market growth contributing significantly. Despite strong performance, risks include reliance on GDP-like growth in core markets and volatility in energy/bioenergy sectors.
If you are looking for stocks that are well positioned to maintain their recent uptrend, Novozymes (NVZMY) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Here is how Novozymes A/S (NVZMY) and Vizsla Silver Corp. (VZLA) have performed compared to their sector so far this year.
Novozymes A/S (OTCPK:NVZMF) Q2 2024 Results Conference Call August 28, 2024 3:00 AM ET Company Participants Tobias Björklund - Head of Investor Relations Ester Baiget - President & CEO Rainer Lehmann - Executive VP & CFO Tina Fano - Executive Vice President of Planetary Health Biosolutions Jacob Paulsen - Executive Vice President of Food & Beverage Biosolutions Amy Byrick - Executive Vice President of Human Health Biosolutions Claus Crone Fuglsang - Chief Scientific Officer Conference Call Participants Charles Eden - UBS Alex Jones - Bank of America Søren Samsøe - SEB Alex Sloane - Barclays Chetan Udeshi - JPMorgan Lars Topholm - Carnegie Sebastian Bray - Berenberg André Thormann - Danske Bank Georgina Fraser - Goldman Sachs Tobias Björklund Thank you, operator, and welcome, everyone, to Novonesis' conference call for the first half year of 2024. My name is Tobias Björklund, as mentioned, and I'm heading up the Investor Relations here at Novonesis.