Acquisition RisksCapital deployed to a water or healthcare acquisition may take over 15 years to replace EBITDA lost to the aramids sale, highlighting the challenge in achieving a richer mix.
Earnings DilutionSelling lower value businesses to reinvest proceeds into buying higher multiple businesses is often an earnings dilutive rotation, which is a primary concern.
Market Share ChallengesMany mature DuPont products are losing market share and are likely to grow at a very low rate, which poses a challenge for the company's industrial segment.