MarginsAnalyst highlights margin expansion driven by operating leverage and lower input costs, which is expected to boost profitability as volumes rise.
Revenue DiversificationAnalyst notes that stronger demand in industrial, automotive and packaging segments combined with diversified revenue streams is expected to offset weakness in luxury and leather and support steadier top-line growth.
Shareholder ReturnsAnalyst points to a larger dividend, a new buyback program and planned share cancellations that are expected to increase earnings per share and enhance shareholder returns.