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Johnson Matthey Plc
JMAT LNIndustrialsDevise: USD
TBI Multi Score0
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Ticker: JMATRapport d'Analyse & Thèse d'Investissement
Business description
Johnson Matthey Plc is a UK-based sustainable technologies company specializing in platinum group metals, catalysis, and process engineering for emissions control.
Key financials
- 12-Mo Target: GBP 25
- EV/EBITDA (FY27): 8.7x (vs 10-yr mean 8.0x)
Competitive moat
Competitive advantage stems from deep expertise in metals chemistry and high switching costs for industrial catalysis solutions.
Recent developments
- Portfolio Transformation: Divestiture of Catalyst Technologies to streamline operations and focus on cash generation.
- Strategic Acquisition: Acquired Cormetech for USD 360M to strengthen the Clean Air platform in stationary emissions control.
- Shift in Focus: Moving toward a leaner, more focused, and more cash-generative business model.
Investment risks / red flags
- Regulatory Risk: Dependency on emissions regulations for demand.
- Execution Risk: Successful integration of Cormetech and realization of divestiture gains.
H-Score signals
- No data available in the current H-Score dataset.
Theme exposure
- [[European Specialty Chemicals]]
- [[Renewable Energy]]
Related
- [[Industrials]]