Jefferies downgrades Clariant stock on weak volume outlook
Investing.com
Published Jun 16, 2025 04:32AM ET
Jefferies downgraded Clariant AG (SIX:CLN:SW) (OTC:CLZNY) from Buy to Hold on Monday, while lowering its price target to CHF9.50 from CHF10.90, citing concerns about volume development amid challenging end markets.
The research firm expects Clariant's volume development to lag behind company targets, with more than half of the group still exposed to cyclical or commodity end markets despite portfolio upgrades such as Lucas Meyer that should provide some volume support.
Jefferies forecasts a 4% decline in volumes for Clariant's catalyst business, potentially affected by weak profitability among upstream chemical customers, though the firm acknowledges that net pricing power should provide some offset to these challenges.
The downgrade reflects Jefferies' EBITDA forecasts averaging 5% below consensus estimates, with its medium-term projections running 12% below Clariant's own company targets.
Clariant, a specialty chemicals company based in Switzerland, has been working to upgrade its portfolio but continues to face headwinds in several of its key business segments according to the Jefferies analysis.
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