Executive Committee
The Executive Committee is organized and led by our CEO, who is responsible for overseeing the operational management of the Group.
Check the latest analyst estimates by VARA Research
A wide range of sell-side analysts provide coverage of dsm-firmenich for their clients and the broader market.
Institution | Analyst |
---|---|
ABN AMRO | Stefano Toffano |
Bank of America Merrill Lynch | Matthew Yates |
Barclays | Alex Sloane |
Berenberg Bank | Sebastian Bray |
Bernstein | Thomas Swoboda |
Citigroup | Sebastian Satz/Ranulf Orr |
Davy Research | Cathal Kenny |
Deutsche Bank | Virginie Boucher-Ferte |
Equita | Massimo Bonisoli |
Exane BNP Paribas | Nicola Tang |
Goldman Sachs | Georgina Fraser |
HSBC | Martin Evans |
ING | Reg Watson |
Jefferies | Chris Counihan |
JP Morgan | Chetan Udeshi |
KBC Securities | Wim Hoste |
Kepler Chevreux | Martin Rödiger |
Morgan Stanley | Lisa De Neve |
Morningstar | Rob Hales |
DeGroof Petercam | Fernand de Boer |
Redburn Atlantic | Artem Chubarov |
Stifel | Isha Sharma |
UBS | Charles Eden |
Van Lanschot Kempen | Eric Wilmer |
Disclaimer
Any opinions, forecasts, estimates, projections, or predictions regarding dsm-firmenich’s performance made by the analysts are theirs alone and do not represent the opinions, forecasts, estimates, projections, or predictions of dsm-firmenich or its management. By providing the names of the analysts, dsm-firmenich does not imply its endorsement of or concurrence with their reports, conclusions, or recommendations. dsm-firmenich assumes no liability for the accuracy of the information provided by analysts and undertakes no obligation to update this information.
The most recent consensus figures provided by Vara Research are detailed below. The figures are based on the estimates given by the banks that were approached.
Q4 2023 | H2 2023 | FY 2023 | Q3 2024 | Q4 2024 E | H2 2024 E | FY 2024 E | FY 2025 E | |
dsm-firmenich, total sales (including temporary positive vitamin effect) | ||||||||
- Number of Estimates | 14 | 14 | 14 | 14 | ||||
- Highest | 3,513 | 6,757 | 13,055 | 14,138 | ||||
- Consensus | 3,112 | 6,158 | 12,310 | 3,244 | 3,290 | 6,534 | 12,832 | 13,467 |
- Median | 3,269 | 6,513 | 12,811 | 13,425 | ||||
- Lowest | 3,206 | 6,450 | 12,748 | 12,885 | ||||
P&B, sales | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 987 | 1,978 | 3,985 | 4,184 | ||||
- Consensus | 914 | 1,834 | 3,709 | 991 | 951 | 1,942 | 3,949 | 4,079 |
- Median | 948 | 1,939 | 3,946 | 4,070 | ||||
- Lowest | 917 | 1,908 | 3,915 | 3,913 | ||||
TTH, sales | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 829 | 1,652 | 3,284 | 3,490 | ||||
- Consensus | 768 | 1,505 | 3,038 | 823 | 790 | 1,613 | 3,246 | 3,355 |
- Median | 786 | 1,609 | 3,241 | 3,332 | ||||
- Lowest | 757 | 1,580 | 3,212 | 3,242 | ||||
HNC, sales | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 622 | 1,183 | 2,274 | 2,444 | ||||
- Consensus | 581 | 1,126 | 2,270 | 561 | 572 | 1,133 | 2,224 | 2,280 |
- Median | 569 | 1,130 | 2,221 | 2,256 | ||||
- Lowest | 534 | 1,095 | 2,186 | 2,179 | ||||
ANH, sales | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 1,136 | 1,994 | 3,530 | 4,147 | ||||
- Consensus | 833 | 1,656 | 3,227 | 858 | 968 | 1,826 | 3,362 | 3,705 |
- Median | 949 | 1,807 | 3,342 | 3,648 | ||||
- Lowest | 875 | 1,733 | 3,269 | 3,485 | ||||
Corporate, sales | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 24 | 34 | 67 | 74 | ||||
- Consensus | 16 | 37 | 66 | 11 | 17 | 28 | 61 | 62 |
- Median | 18 | 28 | 61 | 63 | ||||
- Lowest | 11 | 22 | 54 | 44 | ||||
dsm-firmenich, total organic sales growth in % (including temporary positive vitamin effect) | ||||||||
- Number of Estimates | 12 | 11 | 12 | 12 | ||||
- Highest | 19.0 | 13.5 | 7.8 | 9.1 | ||||
- Consensus | -3.0 | - | -5.0 | 8.0 | 9.8 | 9.0 | 6.0 | 6.6 |
- Median | 8.6 | 8.4 | 6.0 | 6.6 | ||||
- Lowest | 5.0 | 6.0 | 4.5 | 4.0 | ||||
P&B, organic sales growth in % | ||||||||
- Number of Estimates | 11 | 10 | 11 | 11 | ||||
- Highest | 8.0 | 8.1 | 8.0 | 6.1 | ||||
- Consensus | 2.0 | - | 1.0 | 9.0 | 5.8 | 7.3 | 7.4 | 4.1 |
- Median | 6.0 | 7.6 | 7.4 | 4.5 | ||||
- Lowest | 3.0 | 6.0 | 6.7 | 1.0 | ||||
TTH, organic sales growth in % | ||||||||
- Number of Estimates | 11 | 10 | 11 | 11 | ||||
- Highest | 10.0 | 11.0 | 9.7 | 8.0 | ||||
- Consensus | -1.0 | - | -1.0 | 12.0 | 6.3 | 9.1 | 8.8 | 5.6 |
- Median | 7.0 | 9.1 | 8.8 | 5.5 | ||||
- Lowest | 2.0 | 7.6 | 7.8 | 4.0 | ||||
HNC, organic sales growth in % | ||||||||
- Number of Estimates | 11 | 10 | 11 | 11 | ||||
- Highest | 10.0 | 7.6 | 1.7 | 8.0 | ||||
- Consensus | 4.0 | - | -4.0 | 5.0 | 3.8 | 4.5 | 0.1 | 6.5 |
- Median | 4.5 | 4.9 | 0.3 | 7.1 | ||||
- Lowest | -4.0 | 0.4 | -1.9 | 3.0 | ||||
ANH, organic sales growth in % | ||||||||
- Number of Estimates | 11 | 10 | 11 | 11 | ||||
- Highest | 39.8 | 23.5 | 11.8 | 18.9 | ||||
- Consensus | -12.0 | - | -13.0 | 7.0 | 18.9 | 12.8 | 7.0 | 10.6 |
- Median | 17.7 | 12.1 | 6.0 | 8.6 | ||||
- Lowest | 6.0 | 3.0 | 4.8 | 3.0 | ||||
dsm-firmenich, Adj. EBITDA (excluding temporary positive vitamin effect) | ||||||||
- Number of Estimates | 11 | 11 | 11 | 11 | ||||
- Highest | 543 | 1,084 | 2,060 | 2,455 | ||||
- Consensus | 439 | 848 | 1,777 | 541 | 511 | 1,052 | 2,028 | 2,302 |
- Median | 509 | 1,050 | 2,026 | 2,302 | ||||
- Lowest | 487 | 1,028 | 2,004 | 2,192 | ||||
P&B, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 217 | 443 | 897 | 968 | ||||
- Consensus | 192 | 404 | 783 | 226 | 203 | 429 | 883 | 926 |
- Median | 202 | 428 | 882 | 926 | ||||
- Lowest | 192 | 418 | 872 | 890 | ||||
TTH, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 160 | 322 | 631 | 716 | ||||
- Consensus | 133 | 267 | 556 | 162 | 149 | 311 | 620 | 682 |
- Median | 147 | 309 | 618 | 677 | ||||
- Lowest | 140 | 302 | 611 | 648 | ||||
HNC, Adj. EBITDA (excluding temporary positive vitamin effect) | ||||||||
- Number of Estimates | 9 | 10 | 10 | 10 | ||||
- Highest | 119 | 215 | 388 | 464 | ||||
- Consensus | 94 | 169 | 389 | 96 | 100 | 196 | 369 | 419 |
- Median | 100 | 195 | 368 | 419 | ||||
- Lowest | 86 | 182 | 355 | 389 | ||||
ANH, Adj. EBITDA (excluding temporary positive vitamin effect) | ||||||||
- Number of Estimates | 10 | 10 | 10 | 10 | ||||
- Highest | 103 | 183 | 270 | 446 | ||||
- Consensus | 32 | 43 | 128 | 80 | 80 | 160 | 247 | 372 |
- Median | 78 | 158 | 245 | 369 | ||||
- Lowest | 33 | 113 | 200 | 294 | ||||
Corporate, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | -11 | -34 | -81 | -44 | ||||
- Consensus | -12 | -35 | -79 | -23 | -20 | -43 | -90 | -88 |
- Median | -22 | -45 | -92 | -89 | ||||
- Lowest | -25 | -48 | -95 | -100 | ||||
Temporary vitamin effect (positive profit impact from vitamin disruption event/ force majeure in the industry) | ||||||||
Temporary vitamin effect dsm-firmenich, adj. EBITDA | ||||||||
- Number of Estimates | 11 | 11 | 11 | 11 | ||||
- Highest | 80 | 80 | 80 | 300 | ||||
- Consensus | - | - | - | - | 79 | 79 | 79 | 123 |
- Median | 80 | 80 | 80 | 100 | ||||
- Lowest | 67 | 67 | 67 | 0 | ||||
Temporary vitamin effect HNC, adj. EBITDA | ||||||||
- Number of Estimates | 9 | 10 | 10 | 10 | ||||
- Highest | 32 | 32 | 32 | 68 | ||||
- Consensus | - | - | - | - | 6 | 6 | 6 | 18 |
- Median | 0 | 0 | 0 | 13 | ||||
- Lowest | 0 | 0 | 0 | 0 | ||||
Temporary vitamin effect ANH, adj. EBITDA | ||||||||
- Number of Estimates | 10 | 10 | 10 | 10 | ||||
- Highest | 80 | 80 | 80 | 300 | ||||
- Consensus | - | - | - | - | 73 | 73 | 73 | 115 |
- Median | 80 | 80 | 80 | 106 | ||||
- Lowest | 48 | 48 | 48 | 0 | ||||
dsm-firmenich, total Adj. EBITDA (including temporary positive vitamin effect) | ||||||||
- Number of Estimates | 14 | 14 | 14 | 14 | ||||
- Highest | 611 | 1,152 | 2,128 | 2,755 | ||||
- Consensus | 439 | 848 | 1,777 | 541 | 590 | 1,131 | 2,107 | 2,434 |
- Median | 589 | 1,130 | 2,106 | 2,410 | ||||
- Lowest | 567 | 1,108 | 2,084 | 2,264 | ||||
P&B, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 217 | 443 | 897 | 968 | ||||
- Consensus | 192 | 404 | 783 | 226 | 203 | 429 | 883 | 926 |
- Median | 202 | 428 | 882 | 926 | ||||
- Lowest | 192 | 418 | 872 | 890 | ||||
TTH, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 160 | 322 | 631 | 716 | ||||
- Consensus | 133 | 267 | 556 | 162 | 149 | 311 | 620 | 682 |
- Median | 147 | 309 | 618 | 677 | ||||
- Lowest | 140 | 302 | 611 | 648 | ||||
HNC, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 130 | 226 | 399 | 467 | ||||
- Consensus | 94 | 169 | 389 | 96 | 105 | 201 | 374 | 434 |
- Median | 100 | 196 | 369 | 431 | ||||
- Lowest | 96 | 192 | 365 | 402 | ||||
ANH, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | 168 | 248 | 335 | 741 | ||||
- Consensus | 32 | 43 | 128 | 80 | 155 | 235 | 322 | 493 |
- Median | 158 | 238 | 325 | 467 | ||||
- Lowest | 113 | 193 | 280 | 332 | ||||
Corporate, Adj. EBITDA | ||||||||
- Number of Estimates | 12 | 12 | 12 | 13 | ||||
- Highest | -11 | -34 | -81 | -44 | ||||
- Consensus | -12 | -35 | -79 | -23 | -20 | -43 | -90 | -88 |
- Median | -22 | -45 | -92 | -89 | ||||
- Lowest | -25 | -48 | -95 | -100 | ||||
Core adj. EBIT (including temporary positive vitamin effect) | ||||||||
- Number of Estimates | 12 | 13 | 13 | |||||
- Highest | - | 917 | 1,465 | 1,893 | ||||
- Consensus | - | 391 | 850 | - | - | 683 | 1,228 | 1,532 |
- Median | - | 666 | 1,191 | 1,470 | ||||
- Lowest | - | 619 | 1,144 | 1,314 | ||||
Core adj. net profit (including temporary positive vitamin effect) | ||||||||
- Number of Estimates | 12 | 13 | 13 | |||||
- Highest | - | 695 | 1,060 | 1,391 | ||||
- Consensus | - | 319 | 555 | - | - | 483 | 864 | 1,095 |
- Median | - | 454 | 826 | 1,071 | ||||
- Lowest | - | 396 | 761 | 888 | ||||
Core adj. EPS (including temporary positive vitamin effect) | ||||||||
- Number of Estimates | 12 | 13 | 13 | |||||
- Highest | - | 2.65 | 4.00 | 5.16 | ||||
- Consensus | - | 1.16 | 2.03 | - | - | 1.84 | 3.24 | 4.12 |
- Median | - | 1.73 | 3.10 | 4.04 | ||||
- Lowest | - | 1.49 | 2.86 | 3.35 |
Disclaimer
Any opinions, forecasts, estimates, projections, or predictions regarding dsm-firmenich's performance made by the analysts are theirs alone and do not represent the opinions, forecasts, estimates, projections, or predictions of dsm-firmenich or its management. By providing the names of the analysts, dsm-firmenich does not imply its endorsement of or concurrence with their reports, conclusions, or recommendations. dsm-firmenich assumes no liability for the accuracy of the information provided by analysts and undertakes no obligation to update this information.
The Executive Committee is organized and led by our CEO, who is responsible for overseeing the operational management of the Group.
Sustainability is fundamental to how dsm-firmenich brings progress to life – for people and planet.
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