The call presented a constructive picture: solid organic growth, stronger adjusted profitability, improving free cash flow and early, measurable progress from a comprehensive transformation program with clear 2028 financial targets. These positives are tempered by sizeable one-off exceptional charges (largely non-cash impairments), near-term volatility in Pharma Solutions and Industrial Specialties, FX and inflationary pressures, and the prospect of further restructuring actions. On balance, management has credible plans and early execution momentum, but material one-off charges and some segment volatility keep performance recovery from being yet fully de-risked.

Company Guidance

Management guided FY26 adjusted operating profit to be in line with market expectations with organic sales growth of 3–6% and a further margin increase; Q1 is expected to be broadly flat versus the strong Q1 2025 (c.9% growth) and FY26 sales are expected to split ~50:50 H1/H2. Looking to 2028 the financial framework targets group organic growth of 3–6% (Consumer Care 3–6%, Life Sciences 4–7%, Industrial Specialties broadly flat), adjusted operating margin >20% (from 17.4% in 2025) implying an EBITDA margin >25%, free cash flow conversion >12% of sales, annualized transformation savings of £100m (c.£75m still to come) and a working capital reduction of £50m; CapEx is expected to stay around £108m (~6% of sales), net debt will be managed at 1–2x EBITDA, ordinary dividend policy is 40–50% of adjusted earnings (current payout ~76%) and near-term headwinds include c.£12m salary inflation (2025) and a ~£10m depreciation step-up in 2026.

Top-line Growth

Sales grew 7% in constant currency to GBP 1.7bn for FY2025; Q4 sales up 5% CC. Growth was broad-based with Consumer Care +8% (Q4 +9%) and Life Sciences +8% (Q4 +8%).

Strong Performance in Patented Ingredients and NPS

Sales of patented ingredients increased 9% and Net Promoter Score improved by 11 points, indicating stronger customer trust, service and collaboration.

Improved Profitability (Adjusted)

Adjusted operating profit increased 8% to GBP 295m and adjusted profit before tax grew 8% to GBP 276m. EBITDA rose 5% to GBP 397m.

Free Cash Flow and Balance Sheet Strengthening

Free cash flow was GBP 162m in FY2025 (benefitting from lower CapEx and working capital in H2). Net debt reduced slightly to GBP 524m and leverage improved to 1.3x EBITDA (from 1.5x).

CapEx Discipline

Capital expenditure reduced from GBP 138m to GBP 108m, below prior guidance of GBP 135m (CapEx now targeted at around 6% of sales going forward).

Transformation Progress and Cost Savings

Transformation delivered GBP 28m of recurring savings in 2025. Management targets GBP 100m annualized savings by FY2028 and GBP 50m working capital reduction; remaining transformation benefits around GBP 75m to drive margin recovery.

Clear 2028 Financial Targets

Management set a three-year framework: group organic sales growth 3–6% pa, Life Sciences 4–7% and Consumer Care 3–6%; adjusted operating margin >20% by FY2028 (from 17.4% in 2025); free cash flow conversion target >12% and ROIC >10%.

High-growth Niches and Geographic Repositioning

Portfolio now has 89% of sales in consumer, pharma or agricultural markets (up from 73% in 2019). 48% of sales are outside Europe/North America (up from 37%) and several niche areas (F&F, plant stem cells, biologics) are growing faster than the market.

Notable Segment Wins

Fragrances & Flavors grew 15% FY2025 and Crop Protection grew 14% for the full year (Q4 Crop Protection +12%), with Seed Enhancement +8% and Beauty Actives +6%.

Croda International (DE:6CMB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:6CMB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2026 (Q2)	0.87 / -	0.828	―	―	―
Feb 24, 2026	2025 (Q4)	0.78 / 0.85	0.845	0.41% (<+0.01)	―	―
Jul 29, 2025	2025 (Q2)	0.82 / 0.83	0.789	4.94% (+0.04)	―	―
Feb 25, 2025	2024 (Q4)	0.81 / 0.84	0.773	9.35% (+0.07)	―	―
Jul 30, 2024	2024 (Q2)	0.78 / 0.79	1.069	-26.26% (-0.28)	―	―
Feb 27, 2024	2023 (Q4)	0.77 / 0.77	1.341	-42.39% (-0.57)	―	―
Jul 25, 2023	2023 (Q2)	1.12 / 1.07	1.775	-39.77% (-0.71)	―	―
Feb 28, 2023	2022 (Q4)	1.20 / 1.34	1.398	-4.10% (-0.06)	―	―
Jul 29, 2022	2022 (Q2)	1.61 / 1.78	1.418	25.22% (+0.36)	―	―
Mar 01, 2022	2021 (Q4)	1.00 / 1.40	0.978	43.02% (+0.42)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:6CMB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 24, 2026	€33.90	€35.90	+5.90%
Jul 29, 2025	€32.26	€30.79	-4.56%
Feb 25, 2025	€36.71	€37.04	+0.89%
Jul 30, 2024	€45.30	€45.76	+1.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Croda International PLC (DE:6CMB) report earnings?

Croda International PLC (DE:6CMB) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).

What is Croda International PLC (DE:6CMB) earnings time?

Croda International PLC (DE:6CMB) earnings time is at Jul 29, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Croda International PLC stock?

The P/E ratio of Croda International is N/A.

What is DE:6CMB EPS forecast?

DE:6CMB EPS forecast for the fiscal quarter 2026 (Q2) is 0.87.