Elementis Monthly Analysis (April 2026)

Elementis

LSE:ELM

£ 1,50

+ £0,01 (0,67%)

1,50 £

+£0,01 (0,67%)

End-of-day quote: 03/31/2026

Elementis Stock Value

Analysts currently see Elementis at the level of Buy.

Buy

Elementis Company Info

EPS Growth 5Y

-1,73%

Market Cap

£0,85 B

Long-Term Debt

£0,14 B

Annual earnings

N/A

Dividend

£0,03

Dividend Yield

2,19%

Founded

1844

Industry

Materials

Country

United Kingdom

Website

Elementis

ISIN Number

GB0002418548

Website

http://www.elementis.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

£2,03

35.33%

Last Update: 03/31/2026

Analysts: 7

Highest Price Target £2,13

Average Price Target £2,03

Lowest Price Target £1,88

In the last five quarters, Elementis’s Price Target has risen from £1,57 to £1,81 - a 15,29% increase. Five analysts predict that Elementis’s share price will increase in the coming year, reaching £2,03. This would represent an increase of 35,33%.

Top growth stocks in the materials sector (5Y.)

What does Elementis do?

Elementis plc (Elementis) operates as a specialty chemical company in the United Kingdom, rest of Europe, North America, and internationally. Business Segments Elementis operates through two primary business segments, Personal Care and Specialty Products. Personal Care: This segment focuses on developing high-performance solutions for skin care, antiperspirants, and color cosmetics. Through its extensive research and development efforts, Elementis has become a market leader in antiperspirant...

Elementis plc (Elementis) operates as a specialty chemical company in the United Kingdom, rest of Europe, North America, and internationally.

Business Segments

Elementis operates through two primary business segments, Personal Care and Specialty Products.

Personal Care: This segment focuses on developing high-performance solutions for skin care, antiperspirants, and color cosmetics. Through its extensive research and development efforts, Elementis has become a market leader in antiperspirant actives, providing customers with effective and sustainable solutions that meet consumer demand for high-performance products. The company's expertise in oil-based rheology modification further strengthens its position in the color cosmetics segment, where it offers a wide range of solutions that help formulate makeup products with vibrant colors and excellent sensory properties.

Specialty Products: This segment is focused on supplying rheology modifiers and other specialty additives to manufacturers of industrial coatings and decorative paints. The additives contribute to the longevity of industrial coatings, enhance the stain resistance of decorative paints, and ensure even application of sealants. Elementis is recognized as the second-largest global supplier of talc-based additives, utilizing proprietary flotation technology to achieve consistent talc purity and customization capabilities that benefit various applications, including plastics and food packaging.

Business Strategy

Elementis' business strategy is built upon the foundations of innovation, sustainability, and efficiency. The company is committed to responding to the significant megatrends shaping its markets, including increasing technological integration, shifting consumer preferences towards sustainable products, and the demand for personalized and high-performance solutions. Elementis prioritizes investment in research and development to enhance its product offerings continually, incorporating advanced technologies designed to improve performance, efficiency, and sustainability.

To capitalize on growing opportunities, Elementis aims to enhance its digital capabilities and customer engagement processes. The company leverages data-driven insights to better understand customer behaviors and preferences, guiding product development and market positioning. By establishing a central repository for product information, Elementis enhances operational efficiency, which enables the quicker launch of innovative products globally. The company's approach includes thorough exploration of innovative technologies and applications, ensuring that Elementis remains at the forefront of the specialty chemicals industry.

Additionally, the establishment of a global enterprise resource planning (ERP) system enhances information transparency and streamlines operations across its various business units. The integrated platform fosters collaboration, reduces inefficiencies, and supports the company's long-term goals of operational excellence and sustainable growth.

Products and Services

Elementis provides a diverse array of specialty chemical products that cater to the unique needs of its customers across various industries. The Personal Care segment includes a broad selection of natural and naturally derived ingredients, essential for the development of skin care products. These ingredients are designed to deliver exceptional texture, sensory properties, and long-lasting stability.

In the antiperspirant space, Elementis maintains a leadership position by supplying industry-leading active ingredients that ensure effective and sustainable solutions. The company is committed to meeting consumer demands for high-performance antiperspirant actives, facilitating long-lasting sweat and odor protection.

The color cosmetics segment, where Elementis holds a market-leading position in oil-based rheology modification, offers a comprehensive range of solutions and technologies. These solutions enable manufacturers to formulate vibrant makeup products that possess excellent sensory properties, catering to an ever-evolving beauty market.

In the realm of coatings, Elementis supplies key rheology modifiers and additives enhancing industrial coatings and decorative paints. These products are formulated to improve durability, stain resistance, and application properties, contributing to the overall performance of coatings in various applications. Furthermore, as a significant player in the talc-based additives market, Elementis utilizes advanced technologies to enhance talc performance in applications, making plastics stronger and recyclables more effective in food packaging.

Geographical Markets Served

Elementis serves a broad range of geographical markets, with significant operations across North America, Europe, and Asia. In North America, the company enjoys a robust presence, which contributes to nearly 38% of group revenues. The Americas feature several offices and facilities that enable Elementis to maintain effective customer engagement and supply chain operations across the region.

In Europe, Elementis holds a significant share, accounting for 42% of group revenues. This region also houses most of the company's manufacturing and research facilities. The European market presents unique challenges and demands, which Elementis addresses through bespoke product offerings tailored to meet local customer needs.

The Asian market, contributing 20% of group revenues, houses a growing segment of the company's customer base, with an emphasis on innovative solutions for fast-growing industries. Elementis’ strategic investments in the region are essential to capitalizing on emerging market opportunities and responding to increasing customer demands for advanced specialty chemicals.

Seasonality

Elementis does not exhibit significant seasonal trends in its operations. While certain products may have fluctuating demand due to industry-specific cycles, the overall business model maintains consistent activity throughout the year. The company’s diversified product portfolio and geographical presence help mitigate the impacts of seasonality, allowing for stable financial performance regardless of market fluctuations.

Through continuous innovation and strategic marketing efforts, Elementis adapts to changing market conditions and consumer preferences, providing reliable solutions year-round while ensuring an efficient supply chain and operational processes.

Customers

Elementis caters to a diverse range of customers across multiple industries, reflecting its broad product portfolio's versatility. The company serves clients in sectors including personal care, cosmetics, coatings, plastics, and food packaging, among others. By focusing on creating value-driven specialty solutions, Elementis has built enduring partnerships with leading global brands in each of these domains.

The customer base spans a wide spectrum of organizations, from small and medium-sized enterprises (SMEs) making indie brands to large multinational corporations requiring high volumes of specialty chemical products. Elementis is dedicated to understanding client needs and providing tailored solutions that drive performance improvements and sustainable practices.

Sales and Marketing

Elementis employs a multifaceted approach to sales and marketing to reach its diverse customer base effectively. The company integrates digital marketing strategies with traditional sales methodologies to create a comprehensive marketing framework that promotes awareness of its specialty chemical solutions across various industries.

Sales representatives actively engage with customers through direct outreach, industry-specific trade shows, and webinars, showcasing the innovative products Elementis offers. The marketing team utilizes targeted campaigns and content marketing strategies to educate potential clients about the unique value propositions of Elementis' products. Digital mediums, including social media and analytic tools, provide insights into market trends and consumer behaviors, enhancing the overall marketing strategy.

The distribution channels for Elementis include direct sales through national and international representatives, strategic partnerships, and distribution networks which ensure products are readily available to customers when needed. This strategic approach allows the company to respond quickly to market demands and maintain strong customer relationships while supporting the efficient distribution of its product lines.

History

Elementis plc was founded in 1844. The company was incorporated in 1997.

Elementis Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Specialty chemicals: approx. 60% - Personal care: approx. 25% - Industrial applications: approx. 15% **TOP 3 markets:** - USA: approx. 40% - Europe: approx. 30% - Asia-Pacific: approx. 20% Elementis plc generates the majority of its revenue from the specialty...

At which locations are the company’s products manufactured?

**Production sites of Elementis plc:** 1. **USA** - Several production facilities, especially for specialty chemicals. 2. **Europe** - Production plants in the United Kingdom and the Netherlands. 3. **Asia** - Production sites in China and India. Elementis plc is a globally operating company that...

What strategy does Elementis pursue for future growth?

**Strategy for Future Growth:** Diversification and Sustainability Elementis plc pursues a strategy aimed at diversification and sustainability. The company has set itself the goal of expanding its product range and expanding into new markets. This includes the development of new products based on...

Which raw materials are imported and from which countries?

**Main raw materials:** Talc, bentonite, chromium compounds **Main supplying countries:** USA, China, South Africa Elementis plc is a specialty chemicals company that imports a variety of raw materials to manufacture its products. The main raw materials include talc, bentonite, and chromium compo...

How strong is the company’s competitive advantage?

**Market share in specialty chemicals:** 5% (estimated, 2025) **EBITDA margin:** 18% (2025) **R&D expenses as a percentage of revenue:** 4% (2025) Elementis plc has a moderate competitive advantage in the specialty chemicals industry. The company benefits from its strong position in niche m...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 58% (2026, estimated) **Insider Buys/Sells:** No significant transactions in the last year (2026, estimated) The institutional investor share in Elementis plc is estimated to be around 58%. This indicates a strong trust from institutional investors in the company,...

What percentage market share does Elementis have?

**Market share of Elementis plc:** Estimated 3-5% (2026) **Top competitors and their market shares:** 1. **BASF SE:** 15% 2. **Clariant AG:** 10% 3. **Evonik Industries AG:** 9% 4. **Ashland Global Holdings Inc.:** 7% 5. **Croda International plc:** 6% 6. **Elementis plc:** 3-5% 7. **Albemarle Corp...

Is Elementis stock currently a good investment?

**Revenue Growth:** 4.5% (2025) **EBITDA Margin:** 18% (2025) **Leverage Ratio:** 1.2 (2025) Elementis plc recorded a revenue growth of 4.5% in 2025. This indicates a moderate but steady expansion of the company. The EBITDA margin of 18% shows that the company is able to efficiently manage its oper...

Does Elementis pay a dividend – and how reliable is the payout?

**Dividend Yield:** 3.2% (estimated for 2026) Elementis plc has regularly paid out dividends in recent years, with the dividend yield expected to be around 3.2% in 2026. This estimate is based on historical payouts and the company's financial stability. The reliability of dividend payment dep...

New support ticket

Explore

Elementis Stock Value

Elementis Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Elementis do?

Elementis Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Elementis Stock Value

Elementis Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Elementis do?

Elementis Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.