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Nordson’s ESG Update Hints at Long-Term Margin and Growth Levers
Yahoo Finance· 2025-10-28 23:27
Nordson Corporation (NASDAQ:NDSN) is one of the most profitable manufacturing stocks to buy now. On October 21, 2025, Nordson released its 2025 Corporate Responsibility Update, with several details that quietly matter to investors. The report revealed that the company has begun executing on its climate strategy with targeted energy-efficiency upgrades at core facilities, a move that could help control long-term operating costs while aligning with tightening global emissions standards. Nordson's ESG Updat ...
BASF (OTCPK:BASF.Y) Earnings Call Presentation
2025-10-10 20:00
业绩总结 - BASF涂料部门2024年的销售预期为约10亿欧元(表面处理)、20亿欧元(汽车OEM涂料)和8亿欧元(汽车修补涂料)[4] - BASF涂料部门的整体企业价值为87亿欧元,2024年EV/EBITDA倍数约为13倍[21] - 全球涂料市场规模约为70亿欧元,客户忠诚度高[9] 交易与财务 - BASF涂料业务的交易企业价值为77亿欧元[14] - BASF预计在交易完成时将获得约58亿欧元的税前现金收益[14] - BASF在涂料业务中将持有40%的股权[14] - 预计交易将在2026年第二季度完成,需获得常规监管批准[14] 战略与市场展望 - BASF的“胜利之路”战略通过涂料交易实现了重要里程碑[19] - BASF的涂料业务与装饰涂料业务的交易完成后,整体涂料部门的内在价值得以显现[21] - Carlyle将利用其在工业和化学资产成功剥离方面的丰富经验来加速涂料业务的增长[18]