Chemical Distribution: 100% (Main sector)

TOP 3 Markets:

1. Europe: approx. 45%
2. North America: approx. 30%
3. Asia-Pacific: approx. 20%

Azelis Group NV is a leading provider in chemical distribution, generating its revenues mainly from the supply of specialty chemicals and ingredients. Europe remains the strongest market for Azelis, followed by North America and the Asia-Pacific region. These markets are crucial for the company as they exhibit high demand for specialized chemical solutions.

Azelis benefits from a diversified customer base and a wide product portfolio, enabling the company to operate successfully in various geographical regions. The strategic focus on high-growth markets and the continuous expansion of the product offering also contribute to the stable revenue shares in these regions.

Production Sites: Worldwide, with a focus on Europe, North America, and Asia.

Azelis Group NV is a globally operating provider of specialty chemicals and food ingredients. The company operates a network of production and distribution sites across multiple continents. The main production facilities are located in Europe, North America, and Asia, enabling Azelis to efficiently respond to the needs of its customers in different regions.

This geographical diversification allows Azelis to serve both local and international markets and benefit from the respective regional market opportunities.

Revenue Growth: Estimate of 8-10% annually (2026) Profit Growth: Estimate of 7-9% annually (2026)

Azelis Group NV pursues a growth strategy based on several pillars. Firstly, the company focuses on geographical expansion, particularly in high-growth markets in Asia and Latin America. These regions offer significant potential due to the increasing demand for specialized chemicals and ingredients.

Secondly, Azelis invests heavily in research and development to develop innovative solutions and products that meet the changing needs of their customers. This includes expanding partnerships with leading manufacturers and integrating new technologies.

Furthermore, the company places great emphasis on sustainability and pursues initiatives to reduce its ecological footprint. This is achieved through the introduction of more environmentally friendly products and processes, which also enhances attractiveness for environmentally conscious customers.

Overall, Azelis aims to strengthen its market position and secure long-term stable returns through strategic acquisitions and organic growth.

Main raw materials: Chemicals, specialty chemicals, ingredients

Countries of origin: USA, China, Germany, India

Azelis Group NV is a leading distributor of specialty chemicals and ingredients. The company imports a variety of raw materials that are mainly used in the chemical and food industries. The main countries of origin for these raw materials are the USA, China, Germany, and India, as these countries have a strong production base for chemicals and ingredients.

Importing these materials enables Azelis to offer a wide portfolio of products tailored to the needs of various industries. Diversifying the countries of origin helps the company minimize supply chain risks and ensure a stable supply.

Market share: Estimated at 5-7% in the global specialty chemicals market (2026).

EBITDA margin: 10.5% (2025).

R&D investments: 3% of revenue (2025).

Azelis Group NV has established itself as a leading player in the specialty chemicals sector. The company's competitive advantage stems from its strong global presence and wide product portfolio, enabling it to serve a variety of industries.

The EBITDA margin of 10.5% indicates an efficient cost structure and a strong negotiating position with suppliers. Additionally, Azelis continuously invests in research and development, enhancing its innovation capabilities and helping it differentiate from competitors.

Another advantage is the extensive network of suppliers and customers, providing Azelis with high flexibility and adaptability to market changes. Together, these factors give Azelis a solid competitive edge in a dynamic market environment.

Institutional Investor Share: approximately 70% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last quarter (2026)

The institutional investor share in Azelis Group NV is estimated to be around 70%. This reflects the confidence of large institutional investors in the company's long-term growth strategy.

There were no significant insider buys or sells in the last quarter of 2026, indicating a stable assessment of the company's value by management. Such transactions are often seen as an indicator of management's expectations regarding the company's future development.

Market share of Azelis Group NV: 5.2% (2026, estimated)

Top competitors and their market shares:

1. Brenntag SE: 10.5%
2. Univar Solutions Inc.: 8.7%
3. IMCD N.V.: 7.9%
4. Azelis Group NV: 5.2%
5. Nexeo Solutions: 4.8%
6. Barentz International: 3.6%
7. DKSH Holding AG: 3.2%
8. Maroon Group: 2.9%
9. Omya AG: 2.5%
10. Biesterfeld AG: 2.3%

Moat of Azelis Group NV:

Azelis Group NV has a moderate moat, mainly characterized by its specialized product range and strong customer relationships. The ability to offer tailored solutions gives them a certain advantage compared to generic providers. Additionally, Azelis has an extensive network of suppliers and customers, serving as a barrier to entry for new market participants.

However, some of the larger competitors, such as Brenntag and Univar Solutions, have a stronger moat due to their larger global presence and extensive logistics networks. These companies can often operate more cost-effectively and efficiently through economies of scale and a broader product range.

Overall, Azelis has a solid, though not insurmountable, moat compared to its larger competitors. The competitive advantage could be further strengthened through strategic acquisitions and innovations.

Revenue Growth: 8.2% (2025) EBITDA Growth: 7.5% (2025) Market Share in the Industry: 5% (2025)

Azelis Group NV achieved a revenue growth of 8.2% in 2025, attributed to successful expansion into new markets and the introduction of innovative products. The 7.5% EBITDA growth indicates that the company was able to improve its operational efficiency, reflecting good cost control and an optimized supply chain.

The 5% market share in the industry demonstrates that Azelis holds a significant position in the market and has potential for further growth. Strategic investments in research and development, as well as expanding the product portfolio, could lead to a stronger market presence in the long term.

Overall, the financial performance and market position suggest that Azelis could be a solid investment, especially for investors interested in long-term growth. However, it is important to also consider external factors such as market conditions and geopolitical developments that could impact future performance.

Dividend yield: 2.5% (2026, estimated)
Dividend growth: 5% annually (last 3 years, estimated)

Azelis Group NV has been paying dividends in recent years and is expected to continue paying dividends in 2026. The dividend yield is approximately 2.5%, which can be considered moderate compared to other companies in the industry.

The reliability of the payout is supported by the continuous dividend growth of about 5% annually. This indicates that the company aims to provide its shareholders with stable and growing returns. Analysts view Azelis' dividend policy as sustainable, based on the solid financial performance and stable cash flow generation of the company.