tiprankstipranks
Trending News
More News >
Croda International (GB:CRDA)
:CRDA

Croda International (CRDA) AI Stock Analysis

Compare
129 Followers

Top Page

GB

Croda International

(LSE:CRDA)

Rating:67Neutral
Price Target:
3,300.00p
▲(8.55%Upside)
Croda International's overall stock score reflects solid financial health and technical indicators, tempered by valuation concerns and mixed earnings results. The company's proactive measures in cost management and strategic initiatives show potential for future improvement, but current valuation and declining margins are notable risks.

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

Croda International Business Overview & Revenue Model

Company DescriptionCroda International Plc creates, makes, and sells specialty chemicals in Europe, the Middle East, Africa, North America, Asia, and Latin America. It operates through four segments: Consumer Care, Life Sciences, Performance Technologies, and Industrial Chemicals. The company offers adhesives; crop protection additives and adjuvants, seed enhancement and animal health chemicals, chemical bio-stimulants, and specialty additives for agricultural films; and lubricant additives, coatings and polymers, vehicle cleaning chemicals, and products for automotive textiles and fibers, as well as specialty additives for plastics, and battery and catalyst industries. It also provides specialty ingredients for self-tanning, color cosmetics, bath and shower, deodorants, anti-perspirants, depilatories, men's grooming, and oral hygiene, as well as skin, hair, sun, body, and baby care applications; construction chemicals and bitumen additives; dietary supplements; and materials and polymer additives for electronics and devices. In addition, the company offers chemistries, emulsifiers, fuel and power generation additives, and polymer additives; food additives; specialty polymer additives for furniture and wood applications; household, industrial, and institutional cleaning products; lubricants; oleochemicals; and packaging, print, and paper chemicals. Further, it provides paints and coatings; active pharmaceutical ingredients; thermal management products; plastic and rubber products; skin health products; hygiene and industrial nonwovens, botanical extracts, tissues, and textile auxiliaries; and water treatment chemicals. Additionally, the company offers bio-based phase change materials for buildings and ventilation, clothing and healthcare, electronics and devices, food and refrigeration, energy storage and recovery, temperature controlled packaging, and vehicles and automotive applications. The company was incorporated in 1925 and is headquartered in Goole, the United Kingdom.
How the Company Makes MoneyCroda International generates revenue primarily through the sale of specialty chemicals and ingredients across its core sectors. The company's business model is centered around developing innovative, high-value products that address specific customer needs, particularly in the personal care and life sciences industries. Key revenue streams include the sale of ingredients for skincare, haircare, and pharmaceuticals, as well as performance additives for industrial applications. Croda invests significantly in research and development to drive innovation and maintain a competitive edge. Additionally, the company forms strategic partnerships and collaborations to enhance its offerings and expand its market reach. Sustainable practices and bio-based product lines also play a crucial role in attracting environmentally-conscious clients and contributing to Croda's financial performance.

Croda International Earnings Call Summary

Earnings Call Date:Feb 25, 2025
(Q4-2024)
|
% Change Since: -2.77%|
Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment Neutral
The earnings call presented a mixed picture with strong performance in Consumer Care and cash flow, but notable challenges in sales decline, particularly in Life Sciences and Industrial Specialties. Operational efficiencies are expected to improve future results, but the current performance is below expectations.
Q4-2024 Updates
Positive Updates
Consumer Care Growth
Sales in Consumer Care grew by 7% in constant currency, with a significant 11% increase in sales volumes. The division benefited from strong performance in F&F, which grew by 18%.
Strong Cash Flow
Free cash flow increased by over 9% to £181 million, supported by working capital discipline and reduced capital expenditure.
Operational Efficiency
Proactive cost actions and operational efficiencies are expected to deliver £40 million in savings against a 2024 baseline, with £25 million in savings targeted for 2025.
Positive Start to 2025
2025 has begun well, with expectations for good revenue growth in Consumer Care and Life Sciences, and operational efficiencies anticipated to offset inflation and incremental costs.
Negative Updates
Sales Decline
Group sales declined by 4% on a reported basis or by 1% at constant currency, with significant impacts from the absence of COVID-19 lipid sales.
Life Sciences Challenges
Sales in Life Sciences declined by 16% or 6% when adjusting for currency translation and prior year COVID-19 lipid sales, with particular challenges in consumer health and veterinary markets in Europe.
Operating Margin Decline
The adjusted operating margin decreased from 18.9% in 2023 to 17.2% in 2024, affected by the absence of COVID-19 lipid sales and bounce-back costs.
Industrial Specialties Struggles
Sales in Industrial Specialties were down by 1% on a reported basis, and while direct sales controlled by Croda grew, the overall segment faced challenges.
Company Guidance
During the call, Croda reported a mixed fiscal performance for 2024, with group sales down 1% or up 2% excluding prior year's £48 million covered lipid sales. The adjusted operating margin declined from 18.9% in 2023 to 17.2% in 2024, mainly due to the absence of high-margin COVID lipids, but showed improvement in the second half to 17.7%. Profit before tax was within guidance at £273 million, with a strong cash flow of £181 million, up 9%, and a modest dividend increase to 110p per share. Consumer Care sales grew 7%, while Industrial Specialties saw a 2% rise, and Life Sciences sales declined 6% but rebounded in the second half. Croda's 2025 outlook anticipates sales growth in Consumer Care and Life Sciences, with Industrial Specialties remaining flat, aiming for a profit before tax of £265 million to £295 million. They plan to enhance margins by increasing utilization and operational efficiencies, targeting £40 million in cost savings by 2026.

Croda International Financial Statement Overview

Summary
Croda International shows solid financial health with a strong equity base and effective cost management. However, declining revenue and profitability margins present challenges, which impacts the overall financial performance score.
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.
Breakdown
Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income StatementTotal Revenue
1.63B1.69B2.09B1.89B1.39B
Gross Profit
733.90M730.00M864.90M825.60M550.30M
EBIT
227.50M247.50M477.80M437.00M308.30M
EBITDA
374.50M388.50M924.80M549.40M369.60M
Net Income Common Stockholders
158.50M171.00M649.30M320.80M201.60M
Balance SheetCash, Cash Equivalents and Short-Term Investments
166.80M172.50M320.60M112.80M106.50M
Total Assets
3.51B3.58B3.61B3.29B3.03B
Total Debt
699.10M710.10M615.80M936.00M907.00M
Net Debt
532.30M537.60M295.20M823.20M800.50M
Total Liabilities
1.21B1.21B1.18B1.53B1.43B
Stockholders Equity
2.28B2.35B2.42B1.75B1.59B
Cash FlowFree Cash Flow
137.60M156.80M160.90M190.50M166.30M
Operating Cash Flow
319.40M337.50M313.30M349.20M287.50M
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 Price3040.00
Price Trends
50DMA
2979.01
Positive
100DMA
3015.92
Negative
200DMA
3289.75
Negative
Market Momentum
MACD
7.30
Positive
RSI
41.65
Neutral
STOCH
23.29
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 3040 is below the 20-day moving average (MA) of 3065.65, above the 50-day MA of 2979.01, and below the 200-day MA of 3289.75, indicating a neutral trend. The MACD of 7.30 indicates Positive momentum. The RSI at 41.65 is Neutral, neither overbought nor oversold. The STOCH value of 23.29 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 (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBTET
80
Outperform
£153.28M14.098.02%4.47%1.12%-0.70%
68
Neutral
£2.86B8.0715.96%6.43%-15.51%200.70%
67
Neutral
£4.24B26.776.84%4.14%-3.92%-7.30%
GBELM
66
Neutral
£908.17M-5.93%2.25%0.71%-274.39%
GBVCT
66
Neutral
£670.59M22.586.65%7.73%4.75%-3.29%
55
Neutral
£185.80M-6.25%0.81%15.63%
51
Neutral
$2.01B-1.27-21.11%5.15%2.92%-30.46%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:CRDA
Croda International
2,985.00
-920.31
-23.57%
GB:ELM
Elementis
153.40
12.80
9.10%
GB:JMAT
Johnson Matthey
1,700.00
204.64
13.68%
GB:SYNT
Synthomer
109.20
-146.30
-57.26%
GB:TET
Treatt plc
260.50
-171.38
-39.68%
GB:VCT
Victrex
763.00
-327.63
-30.04%

Croda International Corporate Events

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.

Business Operations and Strategy
Croda International Aligns Management Interests with Shareholder Value
Neutral
May 13, 2025

Croda International Plc has announced the purchase of shares under the Company’s Share Incentive Plan by the SIP Trustee, MUFG Corporate Markets Trustees (Nominees) Ltd. The transaction involves the acquisition of partnership shares and the awarding of matching shares to persons discharging managerial responsibilities (PDMRs) within the company, reflecting a strategic move to align 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.

Other
Croda International Director Purchases Shares, Signaling Confidence
Positive
May 6, 2025

Croda International Plc announced a transaction involving the purchase of 1,000 ordinary shares by Ian Alan Bull, a Non-Executive Director. This transaction, conducted on May 6, 2025, at the London Stock Exchange, reflects a financial commitment to the company, potentially signaling confidence in its market position and future prospects.

Shareholder MeetingsDividendsBusiness Operations and StrategyFinancial Disclosures
Croda International’s 100th AGM: All Resolutions Passed
Positive
Apr 24, 2025

Croda International Plc held its 100th Annual General Meeting, where all proposed resolutions were passed by shareholder vote. Key decisions included the approval of financial statements, director elections, and a final dividend declaration. The meeting also authorized directors to allot securities and make market purchases of shares, reflecting a strategic focus on financial flexibility and shareholder value enhancement.

Business Operations and StrategyFinancial Disclosures
Croda International Reports Strong Q1 2025 Sales Growth
Positive
Apr 23, 2025

Croda International reported an 8% increase in group sales for the first quarter of 2025, reaching £442 million, with growth across all sectors. The company is making progress on its five-point plan to boost sales and recover margins, despite geopolitical uncertainties, and maintains its full-year profit outlook.

Business Operations and Strategy
Croda International Announces Share Transactions Under Incentive Plan
Positive
Apr 11, 2025

Croda International Plc announced a series of share transactions involving key managerial personnel as part of the company’s Share Incentive Plan. The transactions, conducted on April 10, 2025, involved the purchase and matching of shares for executives and committee members, reflecting the company’s ongoing commitment to aligning management interests with shareholder value. This move is expected to strengthen stakeholder confidence and enhance the company’s market positioning by demonstrating a robust internal investment in its own growth and sustainability strategies.

Business Operations and Strategy
Croda International’s Director Acquires Shares in Strategic Move
Neutral
Apr 11, 2025

Croda International Plc announced a transaction involving Danuta Gray, a Non-Executive Director, who purchased 550 ordinary shares at a price of £25.72627 each, totaling £14,149.45. This transaction, conducted on April 11, 2025, on the XLON exchange, signifies a strategic move by a key company figure, potentially impacting stakeholder confidence and market perception.

Other
Croda International Announces Managerial Share Transactions
Neutral
Apr 7, 2025

Croda International Plc has announced a notification regarding transactions by persons discharging managerial responsibilities and their closely associated persons. The transactions involved the sale and purchase of ordinary shares by Thomas Michael Brophy, the Company Secretary, and Sarah Elizabeth Brophy. These transactions, conducted on April 7, 2025, at the London Stock Exchange (XLON), involved multiple trades at prices around £26.43 per share, reflecting ongoing financial activities by key personnel within the company.

Executive/Board ChangesBusiness Operations and Strategy
Croda International Grants Conditional Awards to New Executives
Neutral
Apr 4, 2025

Croda International Plc announced the granting of conditional awards under its Buy-Out Share Plan 2025 to Stephen Oxley and Thomas Riermeier, reflecting compensation for awards forfeited at their previous employers. This strategic move is part of their recruitment packages and involves the acquisition of ordinary shares, with vesting dates extending to 2029. The awards are performance-based, indicating Croda’s commitment to aligning executive incentives with company performance, potentially impacting its operational strategy and stakeholder interests.

Executive/Board ChangesBusiness Operations and Strategy
Croda International Aligns Executive Incentives with Shareholder Interests
Positive
Apr 3, 2025

Croda International Plc announced a grant of a Conditional Award under its Performance Share Plan 2014 to key executives, including the Chief Financial Officer and a Member of the Executive Committee. This move signifies the company’s commitment to aligning management incentives with shareholder interests, potentially impacting its operational focus and stakeholder relations positively.

Other
Croda International Director Purchases Shares, Signaling Confidence
Positive
Mar 31, 2025

Croda International Plc announced a transaction involving Mrs. Jacqueline Patricia Christine Ferguson, a Non-Executive Director, who purchased 155 ordinary shares at a price of £28.816245 each, totaling £4,466.52. This transaction reflects active involvement by the company’s leadership in its financial activities, potentially signaling confidence in the company’s market position and future performance.

Executive/Board ChangesBusiness Operations and Strategy
Croda CEO Steve Foots to Join Tate & Lyle Board
Positive
Mar 27, 2025

Croda International Plc has announced that its Group Chief Executive, Steve Foots, will join the Board of Tate & Lyle PLC as a Non-Executive Director starting 24 July 2025. This move could enhance Croda’s strategic positioning by fostering closer ties with Tate & Lyle, potentially benefiting stakeholders through increased collaboration opportunities in the chemicals and food ingredients sectors.

Executive/Board ChangesBusiness Operations and Strategy
Croda International Grants Conditional Awards to Key Executives
Positive
Mar 25, 2025

Croda International Plc announced the grant of Conditional Awards under its Performance Share Plan 2014 and Deferred Bonus Share Plan to several key executives. This move reflects the company’s commitment to aligning management incentives with shareholder interests and could potentially enhance the company’s operational performance and market positioning.

Business Operations and Strategy
Croda International CEO Executes Share Transactions
Neutral
Mar 25, 2025

Croda International Plc announced a series of transactions involving its Chief Executive, Stephen Edward Foots, who exercised conditional awards under the company’s Performance Share Plan and Deferred Bonus Share Plan. These transactions included the sale of shares to cover tax liabilities, reflecting a strategic financial maneuver by the executive. The transactions are part of routine financial management and are not expected to significantly impact the company’s market position or operations.

Executive/Board Changes
Croda International Announces Executive Share Transactions
Neutral
Mar 25, 2025

Croda International Plc announced a series of transactions involving Sandra Elaine Breene, a member of the Executive Committee. The transactions include the exercise of conditional awards under the company’s Performance Share Plan and Deferred Bonus Share Plan, as well as the sale of shares to cover tax liabilities. These transactions reflect the company’s ongoing commitment to aligning executive compensation with performance and shareholder interests.

Executive/Board ChangesBusiness Operations and Strategy
Croda International’s Executive Share Transactions Reflect Strategic Financial Management
Neutral
Mar 25, 2025

Croda International Plc announced a series of transactions involving its Company Secretary, Thomas Michael Brophy, who exercised conditional awards under the company’s Performance Share Plan and Deferred Bonus Share Plan. The transactions included the sale of shares to cover tax liabilities, reflecting routine financial management practices within the company. These actions are part of Croda’s ongoing efforts to align executive compensation with performance and shareholder interests.

Executive/Board ChangesBusiness Operations and Strategy
Croda International Executive Conducts Share Transaction
Neutral
Mar 25, 2025

Croda International Plc announced a transaction involving David Timothy Cherry, a member of the Executive Committee, who exercised a conditional award under the company’s Performance Share Plan and sold shares to cover tax liabilities. This transaction highlights the company’s ongoing commitment to its executive compensation strategy and may impact stakeholder perceptions of its governance practices.

Executive/Board ChangesBusiness Operations and Strategy
Croda International Executive Committee Member Executes Share Transactions
Neutral
Mar 25, 2025

Croda International Plc announced a transaction involving Anthony Damien Fitzpatrick, a member of its Executive Committee. The transaction included the exercise of conditional awards under the company’s Performance Share Plan and Deferred Bonus Share Plan, followed by the sale of shares to cover tax liabilities. This transaction reflects the company’s ongoing management of executive compensation and shareholding strategies.

Executive/Board Changes
Croda International Executive Exercises Share Awards
Neutral
Mar 25, 2025

Croda International Plc announced the exercise of conditional awards under its Performance Share Plan and Deferred Bonus Share Plan by Mark William Robinson, a member of the Executive Committee. The transactions involved the sale of shares to cover tax liabilities, reflecting the company’s ongoing management of executive compensation and incentives, which may influence investor perceptions and stakeholder interests.

Business Operations and StrategyFinancial Disclosures
Croda International Announces Managerial Share Transaction
Neutral
Mar 25, 2025

Croda International Plc announced a transaction involving Ritesh Tanna, a member of its Finance Committee, who exercised a conditional award under the company’s Performance Share Plan and subsequently sold shares to cover tax liabilities. This transaction highlights the company’s ongoing commitment to transparent financial practices and may impact investor perceptions and stakeholder confidence.

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.