Revenue distribution by industry:

• Consumer Care: 45%
• Life Sciences: 35%
• Performance Technologies: 20%

TOP 3 markets and their percentage shares:

• North America: 30%
• Europe: 25%
• Asia-Pacific: 20%

Croda International Plc generates the majority of its revenue from the Consumer Care sector, which accounts for almost half of the total revenue. This includes products for the cosmetics and personal care industry. The Life Sciences division, which includes pharmaceutical applications among others, also contributes significantly to the revenue.

Geographically, North America is the largest market for Croda, followed by Europe and the Asia-Pacific region. These markets benefit from a high demand for specialized chemicals and innovative solutions that Croda offers.

Production sites of Croda International Plc:

Croda International Plc operates production facilities worldwide to manufacture its chemical products. The key locations include:

• United Kingdom: The headquarters and several production plants focused on specialty chemicals are located here.
• USA: Multiple plants, especially in the states of Pennsylvania and Delaware, geared towards producing specialty chemicals for the North American market.
• Netherlands: A significant European production site.
• Asia: Production facilities in Singapore and Japan serving the growing demand in Asian markets.

These global production capacities enable Croda to efficiently respond to regional market requirements and optimize supply chains.

Revenue Growth: Estimated at 6-8% annually (based on historical data and industry trends)

Focus on Sustainability: Croda International Plc is increasingly focusing on sustainable products and processes. The company is investing in the development of bio-based ingredients and aims to be climate neutral by 2030.

Expansion into Emerging Markets: Croda plans to strengthen its presence in emerging markets to benefit from the growing demand for specialty chemicals in these regions.

Innovation Strategy: Through continuous investments in research and development, Croda aims to offer innovative solutions that meet the changing needs of customers.

Strategic Acquisitions: The company pursues a strategy of targeted acquisitions to expand its product portfolio and integrate new technologies that support growth.

These strategic initiatives are intended to help Croda International Plc strengthen its market position and ensure long-term profitable growth.

Main raw materials: Plant oils, fatty acids, specialty chemicals
Countries of origin: Malaysia, Indonesia, USA, Brazil

Croda International Plc sources a large portion of its raw materials from plant-based sources, particularly plant oils and fatty acids. These are mainly imported from Malaysia and Indonesia, as these countries are leading in palm oil production.

In addition, the company imports specialty chemicals from the USA, which are needed for the production of their chemical products. Brazil is also an important supplier, especially for soybean oil and other plant-based raw materials.

This diversification of supply sources enables Croda to ensure supply security while also focusing on sustainable and ethical sourcing practices.

Market share in specialty chemicals: 5% (estimated, 2025)
R&D expenses: 3.5% of revenue (2024)
EBITDA margin: 24% (2024)

Croda International Plc has a significant competitive advantage in the specialty chemicals industry, which is manifested through several factors. The company is known for its strong innovation capabilities, underscored by continuous investments in research and development. With R&D expenses accounting for 3.5% of revenue, Croda positions itself as a pioneer in developing new and sustainable products.

The 24% EBITDA margin demonstrates high efficiency in operational activities and strong pricing power, indicating a solid market position. This margin is above average compared to many competitors in the industry.

Additionally, Croda benefits from a diversified product portfolio and a global presence, allowing the company to effectively serve various markets and diversify risks. The focus on sustainable solutions and partnerships with large multinational companies further enhance the competitive advantage.

Institutional Investor Share: 72% (2025, estimated)
Insider Trades: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Croda International Plc is approximately 72%, indicating a high level of confidence from institutional investors in the company's long-term performance. These investors typically include pension funds, investment funds, and other professional asset managers.

No significant insider buys or sells were reported in the last quarter. This may suggest that the management and other insiders are satisfied with the current valuation of the company or do not expect any significant changes in the business environment.

Market share of Croda International Plc: Estimated 8% (2025)

Top competitors and their market shares:

1. BASF SE: 15%
2. Dow Inc.: 13%
3. Evonik Industries AG: 10%
4. Clariant AG: 9%
5. Croda International Plc: 8%
6. Ashland Global Holdings Inc.: 7%
7. Solvay SA: 6%
8. Lanxess AG: 5%
9. Wacker Chemie AG: 4%
10. AkzoNobel N.V.: 3%

Moat of Croda International Plc:

Croda International Plc is known for its specialization in sustainable and innovative chemical solutions, particularly in the specialty chemicals sector. The company's moat lies in its strong R&D capacity and its focus on sustainable products that are in high demand in the cosmetics and healthcare industries.

Compared to competitors, Croda has a significant advantage through its niche strategy and the ability to offer tailored solutions. This sets the company apart from larger players like BASF and Dow, which cover a broader range of products but may not offer the same depth of specialization in certain segments.

However, companies like BASF and Dow also have strong moats due to their size and global reach, particularly through economies of scale and more comprehensive product portfolios. Evonik and Clariant also carve out market share through specialized products and strong customer relationships, giving them a competitive edge.

Revenue Growth: 8.2% (2024) Profit Growth: 6.5% (2024) R&D Expenses: 3.5% of revenue (2024)

Croda International Plc achieved a revenue growth of 8.2% in 2024, driven by strong demand for its specialized chemicals and ingredients. The company has successfully focused on sustainable and innovative products, leading to a profit growth of 6.5%.

Another positive aspect is the continuous investment in research and development, amounting to 3.5% of revenue. These investments enhance Croda's competitiveness and support the development of new products targeting the increasing demand for environmentally friendly solutions.

Overall, Croda International Plc demonstrates solid financial performance and strategic alignment, offering potential for further growth. The focus on sustainability and innovation could have long-term positive effects on the company's market position and profitability. Therefore, the stock could be a good investment for investors interested in long-term growth.

Dividend Yield: 2.1% (2025, estimated)
Dividend History: Steady payout over the last 10 years

Croda International Plc is known for its reliable dividend policy. The company has consistently paid dividends in recent years, indicating a stable financial foundation and strong operational performance.

The estimated dividend yield of 2.1% in 2025 is in the mid-range for the specialty chemicals industry. This suggests that Croda International Plc pursues a balanced strategy between distributing profits to shareholders and reinvesting in the company.

The reliability of dividend payment is supported by the company's solid balance sheet and stable cash flow, indicating that the company should also be able to pay dividends in the future.