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Croda International PLC (GB:CRDA)
LSE:CRDA
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Croda International (CRDA) AI Stock Analysis

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GB:CRDA

Croda International

(LSE:CRDA)

Rating:64Neutral
Price Target:
2,688.00p
▲(5.25% Upside)
Croda International's overall stock score reflects a balanced outlook. Strong financial health and positive earnings call guidance are offset by bearish technical indicators and moderate valuation. Investors should monitor revenue trends and geopolitical impacts closely.

Croda International (CRDA) vs. iShares MSCI United Kingdom ETF (EWC)

Croda International Business Overview & Revenue Model

Company DescriptionCroda International Plc is a global specialty chemical manufacturer headquartered in the UK. The company operates in various sectors including Personal Care, Health Care, Crop Care, and Industrial Chemicals. Croda’s core products include surfactants, emulsifiers, and other specialty ingredients that enhance the performance of customer products across a range of applications, from cosmetics and pharmaceuticals to agricultural solutions and industrial formulations.
How the Company Makes MoneyCroda International generates revenue primarily through the sale of its specialized chemical products across diverse sectors. The company has a clear revenue model based on the development and supply of high-performance ingredients that cater to specific client needs, allowing it to command premium pricing. Key revenue streams include the Personal Care sector, which focuses on skincare and haircare products; the Health Care segment that supplies excipients for pharmaceuticals; and the Crop Care division, which provides innovative solutions for agriculture. Croda also benefits from long-term partnerships with major global brands in various industries, enhancing customer loyalty and recurring sales. Additionally, the company's commitment to sustainability and innovation allows it to tap into emerging markets and trends, further contributing to its earnings.

Croda International Earnings Call Summary

Earnings Call Date:Jul 29, 2025
(Q2-2025)
|
% Change Since: -11.90%|
Next Earnings Date:Feb 24, 2026
Earnings Call Sentiment Neutral
The earnings call highlighted strong sales growth across all business segments and regions, improvements in operating profit, and significant cost-saving initiatives. However, challenges remain in North America due to political uncertainty, impacting consumer confidence and premium product demand. Additionally, exceptional charges and higher-than-expected inventory levels pose concerns. Overall, the highlights and lowlights suggest a balanced sentiment.
Q2-2025 Updates
Positive Updates
Sales Growth Across All Segments
Group sales increased by 7% for the first half, with all three business units and regions showing growth. Consumer Care sales grew 7%, Life Sciences sales increased by 9%, and Industrial Specialties grew by 4%.
Improved Operating Profit
Adjusted operating profit was up 12% to GBP 147 million, with adjusted profit before tax also growing by 12% to GBP 138 million.
Strong Performance in Agriculture
Crop and Seed sales combined were up 13%, driven by good demand, especially in Europe.
Cost Savings Initiative
The company has identified GBP 60 million of additional cost savings, totaling GBP 100 million of annualized savings by the end of 2027.
Positive Free Cash Flow
Free cash flow was reported at GBP 34 million despite higher working capital.
Negative Updates
Challenges in North America
Political uncertainty in the U.S. has negatively impacted consumer confidence, particularly affecting Beauty Actives due to its exposure to premium products.
Exceptional Charges Impacting Profit
Reported profit before tax of GBP 85.5 million includes a GBP 7 million exceptional restructuring charge and a GBP 27 million impairment charge.
Higher Inventory Levels
Inventory levels are higher than expected, which the company plans to address through improved working capital management.
Decline in Price/Mix
Price/mix was 4% lower as the company selectively reduced prices to regain market share in the bottom end of their Agriculture and Beauty Care portfolios.
Company Guidance
During the call, the company provided guidance for fiscal year 2025, highlighting a strong financial performance in the first half despite a challenging market environment. Group sales increased by 7%, with volumes up 11%, offsetting a 4% decrease in price/mix. Adjusted operating profit and profit before tax both grew by 12%, reaching GBP 147 million and GBP 138 million, respectively. The company also maintained its full-year guidance, expecting adjusted profit before tax to be between GBP 265 million and GBP 295 million in constant currency. Furthermore, they announced an acceleration of their cost savings plan, targeting GBP 100 million in annualized savings by the end of 2027, up from an initial GBP 40 million over two years. The interim dividend was slightly increased to 48p, and net debt stood at GBP 580 million with a leverage ratio of 1.5x EBITDA. The company remains focused on executing its 5-point plan to enhance margins, improve earnings, and navigate the uncertain economic and political landscape.

Croda International Financial Statement Overview

Summary
Croda International's financial performance shows solid financial health with strong equity and cost management. However, challenges arise from declining revenue and profitability margins. Stable cash flow generation suggests resilience, but growth pressures exist.
Income Statement
65
Positive
Croda International's income statement shows a contraction in total revenue from 2022 to 2024, with a negative trend in revenue growth rate. The gross profit margin remains strong at approximately 45%, indicating efficient cost management. However, the net profit margin has decreased, reflecting declining profitability. The EBIT and EBITDA margins are also decreasing, signaling weakening operating performance.
Balance Sheet
72
Positive
The balance sheet is relatively stable with a moderate debt-to-equity ratio. The company's equity ratio is robust, indicating a solid equity base. Despite a slight increase in debt over the years, there’s a consistent stockholders' equity, suggesting financial stability. However, the return on equity has been declining, which may affect investor confidence.
Cash Flow
68
Positive
The cash flow statements indicate stable operating cash flow, though free cash flow has shown minor fluctuations. The free cash flow to net income ratio is healthy, suggesting efficient cash conversion. Despite a decrease in free cash flow in the latest year, the operating cash flow to net income ratio remains strong, highlighting stable cash generation capacity.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue1.63B1.69B2.09B1.89B1.39B
Gross Profit733.90M730.00M864.90M825.60M550.30M
EBITDA374.50M388.50M924.80M549.40M369.60M
Net Income158.50M171.00M649.30M320.80M201.60M
Balance Sheet
Total Assets3.51B3.58B3.61B3.29B3.03B
Cash, Cash Equivalents and Short-Term Investments166.80M172.50M320.60M112.80M106.50M
Total Debt699.10M710.10M615.80M936.00M907.00M
Total Liabilities1.21B1.21B1.18B1.53B1.43B
Stockholders Equity2.28B2.35B2.42B1.75B1.59B
Cash Flow
Free Cash Flow137.60M156.80M160.90M190.50M166.30M
Operating Cash Flow319.40M337.50M313.30M349.20M287.50M
Investing Cash Flow-139.10M-409.80M418.10M-218.40M-992.40M
Financing Cash Flow-182.60M-52.40M-550.90M-111.90M722.40M

Croda International Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2554.00
Price Trends
50DMA
2805.30
Negative
100DMA
2881.28
Negative
200DMA
3046.25
Negative
Market Momentum
MACD
-84.21
Negative
RSI
42.14
Neutral
STOCH
73.95
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:CRDA, the sentiment is Negative. The current price of 2554 is below the 20-day moving average (MA) of 2566.20, below the 50-day MA of 2805.30, and below the 200-day MA of 3046.25, indicating a bearish trend. The MACD of -84.21 indicates Negative momentum. The RSI at 42.14 is Neutral, neither overbought nor oversold. The STOCH value of 73.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:CRDA.

Croda International Peers Comparison

Overall Rating
UnderperformOutperform
Sector (56)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
£3.17B8.9315.96%4.04%-9.10%239.75%
67
Neutral
£599.27M20.186.65%8.64%4.75%-3.29%
64
Neutral
£130.58M12.018.02%3.75%1.12%-0.70%
64
Neutral
£3.51B25.066.17%3.20%2.36%-13.99%
64
Neutral
£971.72M3.37%1.33%-11.78%-92.61%
56
Neutral
£2.51B5.81-0.10%45.93%10.53%3.40%
45
Neutral
£102.88M-7.26%-4.41%2.29%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:CRDA
Croda International
2,554.00
-1,357.10
-34.70%
GB:SYNT
Synthomer
65.40
-174.60
-72.75%
GB:VCT
Victrex
706.00
-253.00
-26.38%
GB:TET
Treatt plc
224.00
-244.60
-52.20%
GB:ELM
Elementis
168.20
10.46
6.63%
GB:JMAT
Johnson Matthey
1,908.00
355.46
22.90%

Croda International Corporate Events

Executive/Board Changes
Croda International Announces Executive Share Transaction
Neutral
Aug 14, 2025

Croda International Plc has announced a transaction involving Thomas Herman Riermeier, a member of its Executive Committee, who has been granted a Buy-Out Award under the company’s Buy-Out Share Plan 2025. This transaction, involving 2,852 ordinary shares, was conducted outside a trading venue and reflects Croda’s ongoing efforts to align managerial interests with company performance, potentially impacting stakeholder perceptions and executive incentives.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3800.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda International Announces Share Purchases by Key Management
Neutral
Aug 12, 2025

Croda International Plc announced a series of transactions involving the purchase of shares under the company’s Share Incentive Plan. These transactions were conducted by the SIP Trustee on behalf of several key managerial personnel, including executive directors and committee members. The announcement highlights the company’s commitment to aligning the interests of its management with those of its shareholders, potentially impacting stakeholder confidence and market perception.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3800.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda International Director Purchases Shares, Signaling Confidence
Positive
Aug 7, 2025

Croda International Plc announced a transaction involving Christopher Good, a Non-Executive Director, who purchased 1,000 ordinary shares at a price of £26.32652 each. This transaction, conducted on August 6, 2025, on the XLON exchange, reflects the company’s ongoing commitment to transparency in managerial transactions and may indicate confidence in the company’s future performance.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3800.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda International CEO Acquires Significant Shareholding
Positive
Aug 4, 2025

Croda International’s Chief Executive, Stephen Edward Foots, has made a significant purchase of the company’s ordinary shares, acquiring 3,815 shares at a price of £26.168118 each, totaling £99,831.37. This transaction, conducted on the London Stock Exchange, reflects a potential vote of confidence in the company’s future prospects and may impact investor perceptions and market positioning.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3800.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda International Executive Purchases Shares, Signaling Confidence
Positive
Aug 4, 2025

Croda International Plc has announced a transaction involving Michelle Angela Lydon, a member of its Executive Committee, who purchased 1,535 ordinary shares at a price of £25.91397 each, totaling £39,777.94. This transaction reflects insider confidence and may influence stakeholder perceptions of the company’s market position and future performance.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3800.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda International’s Director Purchases Company Shares
Positive
Aug 4, 2025

Croda International Plc announced a transaction involving Ian Alan Bull, a Non-Executive Director, who purchased 500 ordinary shares at a price of £26.4295 each, totaling £13,214.75. This transaction, conducted on August 1, 2025, on the XLON exchange, highlights the ongoing engagement of the company’s leadership with its financial instruments, potentially reflecting confidence in the company’s market position and future prospects.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3800.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Executive/Board Changes
Croda International CFO Exercises Share Award
Neutral
Aug 1, 2025

Croda International Plc announced a transaction involving its Chief Financial Officer, Stephen Richard Oxley, who exercised an award under the company’s Buy-Out Share Plan 2025. This transaction, involving 2,763 ordinary shares, reflects the company’s ongoing commitment to aligning managerial interests with shareholder value, potentially impacting stakeholder confidence and market perception.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3800.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda International Director Purchases Shares, Signaling Confidence
Positive
Aug 1, 2025

Croda International Plc announced a transaction involving Danuta Gray, a Non-Executive Director, who purchased 1,300 ordinary shares at a price of £26.00227 each, totaling £33,802.95. This transaction indicates confidence in the company’s future prospects and may positively impact stakeholder perceptions, reinforcing Croda’s market position in the specialty chemicals sector.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3100.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda International Executive Buys Shares, Signaling Confidence
Positive
Jul 31, 2025

Croda International Plc announced a transaction involving Michelle Angela Lydon, a member of its Executive Committee, who purchased 355 ordinary shares at a price of £27.9885 each, totaling £9,935.92. This transaction reflects ongoing insider confidence in the company’s market position and potential growth, potentially impacting stakeholder perceptions positively.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £3100.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda CFO Purchases Shares, Signaling Confidence
Positive
Jul 29, 2025

Croda International Plc announced a transaction involving its Chief Financial Officer, Stephen Richard Oxley, who purchased 3,762 ordinary shares at a price of £26.71 each, totaling £100,483.02. This transaction, disclosed as an initial notification, reflects the company’s ongoing commitment to transparency and may indicate confidence in the company’s future performance, potentially impacting investor sentiment positively.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Other
Croda Executive Purchases Shares, Signaling Confidence
Positive
Jul 29, 2025

Croda International Plc announced a transaction involving Thomas Herman Riermeier, a member of its Executive Committee, who purchased 1,000 ordinary shares at a price of £26.959 each. This transaction, conducted on July 29, 2025, at the London Stock Exchange, reflects insider confidence in the company’s prospects and could influence stakeholder perceptions positively.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Croda International Reports Strong First Half Sales Growth Amid Strategic Efficiency Drive
Positive
Jul 29, 2025

Croda International Plc reported a 7% increase in group sales at constant currency for the first half of 2025, driven by higher sales volumes across all its business sectors. Despite a challenging economic environment, the company maintained its full-year outlook and identified additional cost savings, aiming for £100 million in annualized savings by 2027. The strategic focus on operational efficiency and innovation is expected to strengthen Croda’s market position and improve returns, with adjusted operating profit up by 12% at constant currency.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Croda International Reports Strong H1 2025 Sales Growth Amid Strategic Efficiency Drive
Positive
Jul 29, 2025

Croda International reported a 7% sales growth at constant currency for the first half of 2025, driven by increased volumes across all business sectors, particularly in Beauty Care and Crop Protection. Despite a challenging environment, the company is on track with its strategic plan to enhance earnings and returns, with a focus on cost savings and operational efficiency, aiming for £100m in annualized savings by 2027.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Croda International Announces PDMR Share Transactions
Neutral
Jul 16, 2025

Croda International Plc has announced a notification regarding transactions by persons discharging managerial responsibilities (PDMRs) and their closely associated persons. The announcement details the purchase of shares under the Company’s Share Incentive Plan, with shares being purchased and awarded to various executives and committee members. This move is part of Croda’s ongoing efforts to align the interests of its management with those of its shareholders, potentially impacting the company’s market positioning by reinforcing stakeholder confidence.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Business Operations and Strategy
Croda International Announces Share Transactions for Executives
Neutral
Jun 12, 2025

Croda International Plc announced a series of share transactions involving key managerial personnel as part of its Share Incentive Plan. The transactions, conducted on June 10, 2025, involved the purchase of partnership shares, matching shares, and dividend reinvestment shares for several executives, reflecting the company’s ongoing commitment to aligning management interests with shareholder value.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Regulatory Filings and Compliance
Croda International Discloses Managerial Share Transactions
Neutral
Jun 2, 2025

Croda International Plc has announced a notification regarding transactions by individuals with managerial responsibilities within the company. The transactions involved the purchase of ordinary shares by Thomas Michael Brophy, the Company Secretary, and Sarah Elizabeth Brophy, a person closely associated with him. The purchases were conducted on May 29, 2025, at a price of £30.697651 per share, with varying volumes. This disclosure highlights transparency in the company’s operations and adherence to regulatory requirements, potentially impacting stakeholder confidence.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

DividendsRegulatory Filings and Compliance
Croda International Announces Executive Share Transaction
Neutral
May 29, 2025

Croda International Plc announced a transaction involving Mrs. Sandra Elaine Breene, a member of its Executive Committee. The transaction involved the reinvestment of dividends into ordinary shares, with a total aggregated volume of 5 shares at a price of £154.00. This notification highlights the company’s ongoing efforts to maintain transparency in its financial dealings and may impact stakeholder perceptions regarding executive management’s commitment to the company’s growth.

The most recent analyst rating on (GB:CRDA) stock is a Buy with a £46.00 price target. To see the full list of analyst forecasts on Croda International stock, see the GB:CRDA Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 22, 2025