RE: Croda Beauty4 Nov 2025 09:19
Dustbin, it's totally irrelevant to me what AI says, but I do take into account the following statements. The very fact that the ceo of Croda and its analysts suggest what they do makes me feel very upbeat but at the same time very angry that every man and his dog is being given more info than investors of the company that own the tech.
Steve Foots; Yes, Actives, I mean, I was in Sederma last week for 2 days, just running the rule of the business. And I mean, great progress there, innovation-led growth. We have been growing, by the way, Chetan over the last few quarters, but this is a bigger growth. And we're very pleased with that, well balanced across local and regional and multinationals actually. It's U.S.A. led. And there's many behind the growth figures. It's not 1 or 2 customer wins. It's many, product launches with customers of all different shapes and sizes. So primarily, virtually all of it is on innovation, some great new products coming out and some existing products with new data. So we feel very confident about the Actives business.
Strategic importance of Zenakine UBS highlighted Zenakine, a new neurocosmetic active ingredient, as a significant factor in Croda's innovation-led growth strategy. The ingredient is expected to strengthen Croda's position in high-margin sectors and contribute to future top-line growth.
In recent analysis, Jefferies has maintained a "buy" rating on Croda International, though it lowered its price target in October 2025. The firm views Zenakine as a key factor in Croda's innovation-led growth strategy, expecting it to boost sales and margins in the Consumer Care division.
While Goldman Sachs does not have a specific published "view" that quantifies the exact financial contribution of Zenakine to Croda, market commentary indicates the firm views it as a significant factor in their overall assessment of Croda's stock.