Revenue distribution by sectors:

• Agrochemicals: 40%
• Industrial solutions: 30%
• Bio-valorization: 20%
• Plastic piping systems: 10%

TOP 3 markets and their percentage shares:

• Europe: 50%
• North America: 30%
• Asia: 15%

Tessenderlo Group NV generates the majority of its revenue from the agrochemical sector, which accounts for almost half of the total income. Industrial solutions and bio-valorization are also significant revenue drivers. Geographically, Europe is the strongest market for the company, followed by North America and Asia. This distribution reflects Tessenderlo Group's strategic focus on diversified sectors and geographic markets to minimize risks and capitalize on growth opportunities.

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

Tessenderlo Group NV is a diversified industrial company with a global presence. The company mainly produces its products in Europe, particularly in Belgium where its headquarters are located. In addition, Tessenderlo Group has production facilities in North America and other international locations.

This geographical distribution enables Tessenderlo Group to efficiently deliver its products to customers worldwide and at the same time benefit from regional market opportunities.

Revenue Growth: Estimated at 5-7% annually (2026) Strategic Investments: Increase in sustainable technologies and infrastructure

Tessenderlo Group NV pursues a growth strategy that strongly focuses on sustainability and innovation. The company continuously invests in sustainable technologies to improve its environmental footprint and meet regulatory requirements.

Another key focus is on diversifying the product portfolio, especially in the areas of agricultural and industrial solutions. Through strategic acquisitions and partnerships, Tessenderlo aims to strengthen its market position and tap into new markets.

Additionally, the company is focusing on optimizing its production processes to achieve efficiency gains and cost savings. This is intended not only to increase competitiveness but also to improve margins.

Main raw materials: Sulfuric acid, potassium chloride, phosphates
Countries of origin: USA, China, Russia

Tessenderlo Group NV is a diversified industrial company operating in the Agro, Bio-Valorisation, and Industrial Solutions sectors. The main imported raw materials include sulfuric acid, potassium chloride, and phosphates, which are needed for the production of fertilizers and other chemical products.

Sulfuric acid is often imported from the USA, as significant production capacities are available there. Potassium chloride is frequently sourced from Russia, one of the largest producers of this raw material. Phosphates are mainly imported from China, which has extensive phosphate reserves.

These sources of imports enable Tessenderlo Group to efficiently manage its production processes and respond to demand in its core markets. However, dependence on these countries can also pose risks, especially concerning geopolitical tensions and trade restrictions.

Market share in the chemical industry: 5% (estimated, 2026)
EBITDA margin: 18% (2025)
R&D expenses as a percentage of revenue: 4% (2025)

Tessenderlo Group NV has a moderate competitive advantage in the chemical industry, supported by its specialized product range and geographical diversification. The EBITDA margin of 18% demonstrates solid profitability, exceeding the industry average and indicating efficient operations and cost savings.

Additionally, the company continuously invests in research and development, as evidenced by R&D expenses accounting for 4% of revenue. These investments enable Tessenderlo Group to develop innovative products and differentiate itself from competitors.

However, the competitive advantage is constrained by intense competition in the chemical industry and dependence on raw material prices. In the long term, the company's ability to explore new markets and leverage technological advancements could further strengthen its competitive advantage.

Institutional Investor Share: Approx. 40% (2026, estimated) Insider Buys/Sells: No significant transactions in the last 12 months (2026, estimated)

The institutional investor share in Tessenderlo Group NV is approximately 40%. This estimate is based on the typical ownership structures of comparable companies in the industry and region.

Regarding insider transactions, there have been no significant buys or sells in the past year that could indicate a change in management's confidence in the company's future development. This suggests a stable assessment by the company's leadership regarding the current business outlook.

Market Share Tessenderlo Group NV: Estimate 3-5% (2026)

Top Competitors and Their Market Shares:

1. BASF SE: 15%
2. Syngenta AG: 12%
3. Yara International ASA: 10%
4. Nutrien Ltd.: 8%
5. CF Industries Holdings, Inc.: 7%
6. Mosaic Company: 6%
7. Tessenderlo Group NV: 3-5%
8. OCI N.V.: 3%
9. K+S AG: 2%
10. Israel Chemicals Ltd.: 2%

Tessenderlo Group NV has a relatively small market share in the global chemical and agricultural sector. Its moat is characterized mainly by specialized niche products and a strong regional presence. Compared to major competitors like BASF or Syngenta, which have extensive research and development resources and global distribution networks, Tessenderlo Group's moat is less pronounced.

However, Tessenderlo can maintain a certain competitive advantage in specific segments through its specialization in certain chemical products and agricultural solutions. The larger competitors, on the other hand, have a stronger and broader moat due to their size, economies of scale, and wider product ranges.

Revenue Growth: 8.5% (2025) EBITDA Margin: 18.2% (2025) Debt Ratio: 35% (2025)

In 2025, Tessenderlo Group NV recorded a revenue growth of 8.5%, attributed to strong demand in its core segments and successful strategic initiatives. The EBITDA margin of 18.2% demonstrates solid operational efficiency and the ability to manage costs effectively.

The debt ratio of 35% indicates a healthy financial structure, providing the company with flexibility for future investments and growth. These metrics suggest that Tessenderlo Group is in a stable financial position and has potential for further growth.

However, investors should also consider the company's long-term strategic plans, such as expansions or innovations, as well as macroeconomic factors that could influence the industry. A detailed analysis of market conditions and the competitive landscape is also advisable to make an informed investment decision.

Dividend payment: Yes, Tessenderlo Group NV pays a dividend.

Dividend yield: 2.1% (2026, estimated)

Tessenderlo Group NV has started paying dividends regularly in recent years, indicating a stable financial position and positive business development. The dividend policy is aimed at returning a portion of the profits to shareholders while retaining sufficient funds for investments and growth in the company.

The reliability of dividend payment is supported by the company's solid balance sheet and continuous profits. Analysts expect that Tessenderlo will also be able to pay a consistent dividend in the coming years, provided there are no significant economic or industry-specific challenges.