Flash | 28 Jul 2026 02:54:29 ET │ 12 pages Croda International PLC (CRDA.L) 2Q/1H26: solid growth beat led by Consumer, FY guidance unchanged CITI'S TAKE A better-quality 1H result, with 2Q LFL growth 230bp ahead of VA consensus, led by strong Beauty growth and continued costs savings supporting confidence in Croda's earnings recovery. Consumer Care materially outperformed, led by Beauty Actives, while the group's adjusted operating profit of £156m beat consensus by 0.8% and PBT by 2.8%. Life Sciences remai ...

July 28, 2026 06:18 AM GMT Croda | Europe M Update 2Q LFL beat. FY26 on track. AlphaSignals Earnings Reaction Strengthens our thesis Modest upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways Bottom line...we expect the shares to outperform the market today on the back of (i) a 2Q LFL beat at 8.8% (Cons 7.7%) fully driven by Consumer Care (+13.5%) on BA (+27%)/BC (+12%), with (ii ...