Elementis shares surge 13% after $121 mln Talc business sale

Published 27/05/2025, 09:22

Investing.com -- Shares of Elementis plc (LON:ELM) jumped more than 13% on Tuesday after the company announced it had completed the sale of its Talc business to IMI (LON:IMI) Fabi S.p.A for an enterprise value of $121m. 

The London-listed specialty chemicals group said it expects to receive net cash proceeds of around $55m after transaction costs.

In a statement, the company said the move followed a review of the Talc business, launched in August 2024, to assess whether the business could better reach its potential within Elementis or through a sale.

All sites, employees, assets and liabilities of the Talc business will now transfer to IMI Fabi, a global talc producer.

After a brief transitional period, the business will operate under the Mondo Minerals name and other affiliated IMI Fabi brands.

Elementis said the sale improves its adjusted operating profit margin by about 240 basis points, based on full-year 2024 results. 

The company also said the transaction would help accelerate delivery of its 2026 financial targets.

The sale is the first major move under new chief executive Luc van Ravenstein, who took over leadership on April 29. 

In a company statement, van Ravenstein said the board had concluded that Talc’s full potential would be better realized outside the Group, and described the sale as a “new chapter” in Elementis’ transformation.

In addition to the sale, the company announced plans to return $50m to shareholders through a share buyback program, which is expected to begin shortly. The company said its dividend policy will remain unchanged.

Elementis maintained its positive outlook for the current financial year, as stated in its first-quarter trading update in April.

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