Revenue distribution by industry:

• Food and Nutrition: approx. 30%
• Pharmaceuticals: approx. 25%
• Industrial and Specialty Chemicals: approx. 20%
• Cosmetics and Personal Care: approx. 15%
• Other Industries: approx. 10%

TOP 3 markets and their percentage shares:

• Europe: approx. 45%
• North America: approx. 30%
• Asia-Pacific: approx. 20%

IMCD N.V. is a leading distributor of specialty chemicals and ingredients operating in several key industries. The largest share of revenue comes from the food and nutrition sector, followed by the pharmaceutical industry. This diversification enables the company to benefit from different market trends.

Geographically, Europe is the strongest market for IMCD, attributed to its established presence and strong demand for specialized solutions in this region. North America and the Asia-Pacific region are also significant markets, with the latter offering high growth potential due to increasing industrialization and urbanization.

Production Sites: No proprietary production facilities

IMCD N.V. is a global distributor of specialty chemicals and ingredients and does not own any production facilities. The company focuses on the distribution and marketing of products manufactured by other producers. IMCD collaborates with a variety of suppliers to distribute their products to customers in various industries.

This business strategy allows IMCD to flexibly respond to market changes and offer a wide range of products without having to bear the costs and risks of its own production.

Revenue Growth: 10.5% (estimated 2024)
Profit Growth: 8.2% (estimated 2024)

IMCD N.V. pursues a strategy of organic growth combined with strategic acquisitions. The company focuses on expanding its global presence and strengthening its market position in existing regions.

An essential part of the growth strategy is expanding the product portfolio through partnerships with leading manufacturers and entering new markets. IMCD also invests in digital technologies to improve the efficiency of its supply chains and optimize customer service.

Furthermore, the company places a strong emphasis on sustainability and innovation to meet the changing demands of customers and remain competitive in the long term. This includes investments in sustainable products and solutions that reduce the ecological footprint.

Main raw materials: Chemicals, ingredients for food, pharmaceutical raw materials
Main importing countries: USA, China, Germany, India

IMCD N.V. is a leading distributor of specialty chemicals and ingredients. The company imports a variety of raw materials used in different industries such as food, pharmaceuticals, cosmetics, and industrial applications.

The USA and Germany are significant suppliers of high-quality specialty chemicals, while cheaper raw materials are often sourced from China and India. This diversification of sources allows IMCD to offer a wide range of products and to flexibly respond to market demands.

Market share: 5% in global specialty chemicals distribution (2024)
EBITDA margin: 9.8% (2024)
Revenue growth: 7.5% (2024)

IMCD N.V. has established itself as one of the leading distributors of specialty chemicals worldwide. The company's competitive advantage lies in its comprehensive global network and its ability to offer tailored solutions for a variety of industries.

The EBITDA margin of 9.8% demonstrates an efficient cost structure and the ability to operate profitably despite intense competition. The revenue growth of 7.5% in 2024 indicates that IMCD is successfully gaining market share and strengthening its position in a fragmented market.

Additionally, IMCD benefits from strong customer relationships and a wide range of products, allowing the company to flexibly respond to market changes. These are essential factors that underpin IMCD's competitive advantage.

Institutional Investor Share: approx. 70% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share at IMCD N.V. remains high, indicating the confidence of large institutional investors in the company's business model and market position.

In 2025, there were no significant insider transactions, suggesting a stable assessment of the company's value by management and other insiders. This stability can be seen as a positive signal for the company's long-term orientation.

Please note that these figures are estimates, as specific data for 2025 may not have been published yet.

Market share of IMCD N.V.: Estimated 5-7% (2025)

Main competitors and their market share:

1. Brenntag SE: 10-12%
2. Univar Solutions Inc.: 8-10%
3. Nexeo Solutions: 6-8%
4. Azelis Group: 5-7%
5. DKSH Holding AG: 4-6%

Economic moat of IMCD N.V.:

IMCD N.V. has a moderate economic moat, mainly supported by its strong market position in Europe and diversified product portfolio. The company has gained an advantage through strategic acquisitions and broad geographic presence.

In comparison to its competitors, Brenntag SE has a stronger economic moat due to owning the largest distribution network worldwide, enabling it to leverage economies of scale. Univar Solutions also benefits from a strong market presence in North America and an extensive customer base.

However, IMCD N.V. can stand out with its specialized expertise in certain niche markets and tailored solutions for customers, giving it an edge in specific segments. Nevertheless, competition remains intense, and continuous innovation and adaptation to market trends are crucial to strengthen the economic moat.

Revenue growth: 10.5% (2024) EBITDA growth: 8.2% (2024) Market share in chemical distribution: 5% (2024)

IMCD N.V. recorded a revenue growth of 10.5% in 2024, attributed to successful expansion into new markets and strong demand in existing markets. The company has further expanded its presence in Asia and North America, leading to a diversification of revenue sources.

The EBITDA growth of 8.2% indicates that IMCD N.V. is able to effectively manage its operational costs while improving its margins. The strategic acquisition of smaller distributors has also contributed to strengthening its market position.

With a 5% market share in chemical distribution, IMCD N.V. is well positioned to benefit from the increasing demand for specialized chemicals. Continuous investment in digital platforms and logistics solutions is enhancing efficiency and customer satisfaction.

Overall, the financial performance and strategic direction suggest that IMCD N.V. could be a solid investment, especially for investors interested in long-term growth.

Dividend Yield: 2.1% (2024, estimated)

Dividend Growth: 5% annually (average of the last 5 years)

IMCD N.V. has regularly paid dividends in recent years. The dividend yield is currently estimated at 2.1% for the year 2024. Over the last five years, the company has seen an average dividend growth of about 5% per year, indicating a reliable payout policy.

The reliability of dividend payments is supported by IMCD N.V.'s solid financial performance and stable market position. The company benefits from a diversified product range and global presence, contributing to revenue stability. Analysts expect that IMCD N.V. will continue to be able to pay dividends consistently in the coming years and possibly increase them.