Henkel aims to boost adhesives business, outlines medium-term targets

Published 07/10/2025, 11:20
Henkel aims to boost adhesives business, outlines medium-term targets

Investing.com -- Henkel outlined plans to increase its focus on the Adhesives Technologies business over the medium term during a webinar on Monday.

The one-hour session was hosted by Chief Financial Officer Marco Swoboda and Executive Vice President of Adhesive Technologies Mark Dorn.

The company is positioning itself to become more adhesive-led in the coming years. Henkel indicated that scale and increased resource allocation to the adhesives segment will drive its target of achieving "high-teens percentage" margins in this business.

Regarding acquisition strategy, Henkel is keeping all options open, from smaller bolt-on acquisitions to potentially larger deals.

During the webinar, the company also shared medium-term ambitions across its business units. At the group level, Henkel targets 3-4% organic sales growth, compared to the fiscal year 2026 company consensus of 3.1%. The group’s adjusted EBIT margin target is approximately 16%, above the current FY26 consensus of 15.3%.

For specific business segments, Adhesives Technologies aims for 3-5% organic sales growth (versus FY26 consensus of 3.4%) with adjusted EBIT margin in the "high-teens percentage" range (FY26 consensus:17.3%). The Consumer Brands division targets 3-4% organic sales growth (FY26 consensus:2.9%) and "mid-teens percentage" adjusted EBIT margin (FY26 consensus:14.9%).

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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