Berenberg maintains Buy on Elementis stock with GBP1.85 target

Published 28/05/2025, 11:04
Berenberg maintains Buy on Elementis stock with GBP1.85 target

On Wednesday, Berenberg reaffirmed its Buy rating on Elementis Plc (ELM:LN) (OTC:ELMTY), maintaining a price target of GBP1.85. The endorsement of the stock’s potential comes despite previous concerns regarding its talc segment. Berenberg’s analysis highlights Elementis’s robust cash generation, its ability to withstand economic fluctuations, and its attractive valuation as key factors for investor interest.

The firm also addressed the prior apprehension surrounding the company’s talc division, which has been a point of contention for some shareholders. The concern escalated when the European Union considered classifying talc as a category 1B carcinogen in September 2024, an event that led to a 20% decline in Elementis’s share price by early November 2024.

Elementis’s recent move to sell its talc business on May 27, 2025, to IMI (LON:IMI) Fabi, an Italian private company, for $55 million has been seen as a strategic decision to alleviate investor worries. The sale is expected to resolve the issues related to the capital-intensive unit that has not met performance expectations since its acquisition in 2018.

The transaction signifies a pivotal shift for Elementis, allowing the company to focus on its core business strengths and potentially improving its market position. Berenberg’s reiteration of the Buy rating post-sale announcement reflects confidence in Elementis’s strategic direction and its ability to navigate through previous challenges associated with the talc segment.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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