reports
- Emira Sagaama
- Emmanuel Matot
- Emira Sagaama
- Emmanuel Matot
- ING Helpdesk
Benelux Morning Notes
Ackermans & van Haaren: 3Q TU mostly in line, better inflows, markets support AuMs. Ahold Delhaize: Peer Walmart 3Q25/26 results. Bekaert: Soft 3Q25 update, FY guidance further toned down. Corbion: Evolution, not revolution. Universal Music Group: Peer Warner Music 11% revenue and 8% OIBDA beat
- Hilde Van Boxstael
- Livio Luyten
- Wim Hoste
- Wim Lewi
- Wim Hoste
Corbion Feedback CMD
Below we list the key highlights from the CMD. We remind that Corbion announced new financial targets for 2026-2028 including a 3-6% organic sales growth target (KBCS 3.0%) and an 18% adjusted EBITDA margin target (KBCS 17%), vs a 16.3% margin YTD. The announced strategic review on PLA is no surprise and will most likely result in an exit of Corbion, while still remaining the lactic acid supplier to the buyer. Biochemicals will be de-emphasized, which will put the growth focus on food preservati...
- Robert Jan Vos
- ING Helpdesk
- Hilde Van Boxstael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Wim Hoste
Corbion FIRST LOOK: CMD review PLA, focus on food, algae & biomedical/...
Corbion's announced ambitious new financial targets for 2026-2028 including a 3-6% organic sales growth target (KBCS 3.0%) and an 18% adjusted EBITDA margin target (KBCS 17%). Unsurprisingly (given the volatile track record), a strategic review on PLA is being initiated, which we believe will result in an eventual exit. Biochemicals will be de-emphasized, which will put the growth focus on food preservation and formulation, algal oils and Biomedical Polymers/Pharma. We continue to appreciate Cor...
Corbion unveils BRIGHT 2030 strategy to lead in sustainable specialty ...
Corbion unveils BRIGHT 2030 strategy to lead in sustainable specialty food-ingredients; outlining its strategic path and medium-term financial targets Corbion, the Amsterdam-listed sustainable food-ingredients company that champions preservation through application of science, will hold its Capital Markets Day for analysts and investors via live webcast and in-person in Gorinchem, the Netherlands today. Corbion management will present its strategy for the period 2026-2030: BRIGHT 2030, a new strategy designed to lead the way in sustainable specialty food ingredients for preservation and nut...
- Reg Watson
- CFA
Corbion/Goldilocks scenario; no more bears/HOLD(previously Sell)
In April, we reduced our Corbion forecasts and 12-month target price to account for the double pronged attack on profits from weaker fish oil prices and weaker currencies. We are now in the position of reversing this change due to a Goldilocks scenario in which fish oil prices have risen by 21% in a week, combined with a significant tailwind from a c.25% decline in the sugar price this year. This should drive sustained margin expansion over the next two years and as a result of these changes, ou...
- Adrian Pehl
- Marc Lavaud
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
INH INDUS HOLDING AG
PAL PALFINGER AG
SEM SEMPERIT HOLDING AG
ADN1 ADESSO AG
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
POST OSTERREICHISCHE POST AG
TWEKA TKH GROUP N.V. CERT
CSM CORBION NV
FACC FACC AG
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
VT5 VT5 ACQUISITION COMPANY AG
SPG SPRINGER NATURE AG & CO. KGAA
CAN CANAL+
- Adrian Pehl
- Marc Lavaud
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
INH INDUS HOLDING AG
PAL PALFINGER AG
SEM SEMPERIT HOLDING AG
ADN1 ADESSO AG
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
POST OSTERREICHISCHE POST AG
TWEKA TKH GROUP N.V. CERT
CSM CORBION NV
FACC FACC AG
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
VT5 VT5 ACQUISITION COMPANY AG
SPG SPRINGER NATURE AG & CO. KGAA
CAN CANAL+
Corbion reports the end of its share buyback program to cover commitme...
Corbion reports the end of its share buyback program to cover commitments under its long-term employee incentive plan Corbion, the Amsterdam-listed sustainable ingredients company that champions preservation through application of science, today announces that it has completed the share buyback program which it started on 1 September 2025. The total number of ordinary shares repurchased under the program is 577,615 at an average price of €17.3126 for a total consideration of €9,999,990.02. During the last week of the program, up to and including 11 November 2025, in total 32,626 shares wer...
- Robert Jan Vos
Corbion reports the progress of its share buyback program 3 November –...
Corbion reports the progress of its share buyback program 3 November – 7 November 2025 Corbion hereby reports the transaction details related to its share buyback program announced on 1 September 2025. During the week of 3 November up to and including 7 November 2025 a total of 124.786 shares were repurchased at an average price of €17.6422 for a total amount of €2,201,503.94 To date, the total consideration for shares repurchased amounts to €9,417,268.66 representing 94.17% of the overall share buyback program. Corbion publishes on a weekly basis every Monday, an overview of the progres...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Corbion signs a new debt issuance for USD 100 million in the US Privat...
Corbion signs a new debt issuance for USD 100 million in the US Private Placement market Corbion announces the signing of a Note Purchase Agreement for a total debt issuance of USD 100 million in the US Private Placement (USPP) market, with a fixed interest rate of 5.11% and a maturity of 7 years. The final closing, issuance of notes, and funding are scheduled for December 18, 2025; subject to standard closing conditions. The proceeds from this USPP will be used to repay maturing debt due in December 2025. This program will further align the well-spread maturity profile of Corbion’s outsta...
Corbion reports the progress of its share buyback program 27 October –...
Corbion reports the progress of its share buyback program 27 October – 31 October 2025 Corbion hereby reports the transaction details related to its share buyback program announced on 1 September 2025. During the week of 27 October up to and including 31 October 2025 a total of 102.003 shares were repurchased at an average price of €17.6450 for a total amount of €1,799,838.05 To date, the total consideration for shares repurchased amounts to 420,203 shares representing 72.40% of the overall share buyback program. Corbion publishes on a weekly basis every Monday, an overview of the progre...
- Wim Hoste
Corbion Feedback 3Q results conference call
Below are the key highlights from the 3Q results conference call. 3Q top line was a bit weaker than expected whilst 3Q adjusted EBITDA increased by 11% organically and was in line with our and consensus expectations. Corbion still expects organic EBITDA growth of over 25% which translates into c. € 207m when taking into account the expected negative $ effect (KBCS & CSS € 206m). We continue to appreciate Corbion for its market leadership in lactic acid and growth opportunities within the existin...
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