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What smart money is saying about Brenntag SEGermany flag

BNR.DE · Basic Materials · Chemicals - Specialty · Market cap $9.12B

2 funds in our archive have pitched Brenntag SE — most recently Artisan Non-U.S. Small-Mid Growth Strategy in March 2026.

Company profile

Brenntag SE functions as a premier global distributor for a vast selection of industrial and specialty chemicals and ingredients. Its comprehensive network extends across Europe, the Middle East & Africa, North and Latin America, and the Asia Pacific region. The company structures its operations through two distinct divisions: Brenntag Essentials and Brenntag Specialties. Beyond its core distribution services, Brenntag delivers crucial value-added support, including timely 'just-in-time' deliveries, custom product blending and mixing, repackaging solutions, efficient inventory management, and responsible drum return programs. For its specialty chemical clients, it also provides advanced technical and laboratory assistance. Brenntag SE caters to a wide array of end-market sectors, encompassing nutrition, pharmaceuticals, personal care, water treatment, and lubricants, in addition to serving the home, industrial, and institutional markets, as well as the coatings, construction, polymers, and rubber industries. Founded in 1874, the company's headquarters are located in Essen, Germany.

Fund coverage · 2 theses

  • Artisan Non-U.S. Small-Mid Growth Strategy
    March 2026

    Brenntag is a leading chemicals distributor with cost-plus pricing, logistics advantages, oil and gas demand exposure, and attractive valuation under improving management.

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  • Artisan International Value Strategy
    December 2025

    Brenntag is the leading chemicals distributor positioned for cyclical recovery and substantial operational improvement under a new CEO, with margin and EPS targets implying upside from current valuation.

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