18.11.2024 CNBC (link)
- Most products saw volume improvement
- ATBS: 40% of Q2 revenues
- Anti-oxidants and butyl phenols have seen 30-40% volume growth
- Anti-oxidant approvals have taken longer than expected + more Chinese competition. Trying ADD for this range of products
- Hope for 20% sales and EBITDA growth in FY25 and FY26
Disclosure: Invested (bought shares in last-30 days)
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