Research Dynamics
27
Sep

2024

CPH-Investor Day Update

Packaging division to participate in the mega-trend of the pharmaceutical industry

 – Packaging division: Set for secular long-term growth
– Solid track record
– Sustainability at its core
– Outlook for FY2024
– Valuation and conclusion

22
Jul

2024

CPH – HY2024 Results

Resilient performance and positive outlook after the separation of the Paper division

– Sales and profitability impacted by lower materials cost
– Segmental performance
– Outlook for FY2024
– Valuation and conclusion

28
Jun

2024

CPH – Event Update

Separation of Paper business from Chemistry and Packaging activities

Deal Overview
Focus on high growth and superior margin business
Expanding the Chemical business inorganically in high-growth markets
Strategic focus and prospects for Perlen Industrieholding AG post-separation
Mitigate valuation discount and enhance investor value
CPH Group AG after the transaction
Valuation and conclusion

26
Mar

2024

CPH – Event Update

CPH Chemie + Papier Holding AG (CPH) announces plan to separate Paper business from Chemistry and Packaging activities

– Deal Overview
– Deal Rationale
– Focus on high growth and superior margin business
– Strategic focus and prospects for Perlen Industrieholding AG post-separation
– Valuation and conclusion

23
Feb

2024

CPH – FY2023 Results

Resilient performance amidst challenges

– Segmental performance
– Outlook for FY2024
– Valuation and conclusion

29
Sep

2023

CPH-Investor Day Update

FY 2023 targets reaffirmed amidst uncertain markets and focus on implementation of sustainability strategy

– Investor Day summary
– Sustainability
– Other highlights
– Valuation and conclusion

24
Jul

2023

CPH – HY2023 Results

Mixed performance amid challenging market    

– Profitability remains intact
– Outlook for FY2023e
– Valuation and conclusion

27
Feb

2023

CPH – FY2022 Results

Broad-based growth across all divisions   

– Elevated levels of profitability  
– Outlook for FY2023
– Valuation and conclusion

17
Nov

2022

CPH – Event Update

Strong volumes and higher realizations lifts CPH’s profitability

– FY2022 guidance raised again with group EBIT guided above CHF 100 million

– Valuation and conclusion

16
Sep

2022

CPH-Investor Day Update

Rising demand for products in the Chemistry division to drive future growth  

  • Chemistry division to provide the next leg of growth
  • Structural megatrends to drive long-term growth
  • Broad-based revenue growth across all divisions in 1H2022
  • Valuation and conclusion