Brenntag SE Reduces Annual Forecast for 2025
Brenntag SE has significantly lowered its annual forecast for 2025. Initially, the company expected an operational EBITA in the range of 1.1 to 1.3 billion euros, but the forecast has now been reduced to 950 million to 1.05 billion euros.
Challenges and Influencing Factors
This adjustment is primarily due to several factors:
- Unfavorable development of the EUR/USD exchange rate since the beginning of the second quarter of 2025, which negatively affects results and is expected to persist.
- A generally difficult market environment characterized by ongoing geopolitical tensions and unresolved global trade disputes.
- A noticeable slowdown in demand and increased price pressure in various end markets, which are likely to continue in the second half of the year.
This forecast reduction signals significant challenges for Brenntag as an important player in chemical distribution. It could also impact investor sentiment and the company’s market position, reflecting a discrepancy between initial expectations and current economic reality.
Resistance in the Chemical Industry
Moreover, this development is not isolated: other major chemical companies like Covestro and BASF have already revised their profit forecasts for 2025 downward. Overall, this indicates a strained environment for the chemical industry with high uncertainty due to exchange rate effects, geopolitical risks, and weak demand conditions – factors that have led Brenntag to make this significant forecast adjustment.