
What smart money is saying about IMCD N.V.
3 funds in our archive have pitched IMCD N.V. — most recently Fiduciary Management in March 2026.
IMCD N.V. distributes, markets, and sells specialty chemicals and ingredients in the Netherlands, rest of Europe, the Middle East, Africa, North America, South America, and the Asia-Pacific. The company offers enzymes, surfactants, biocides, chelates, rheology modifiers, solubilisers, silicones, solvents, and functional additives; active pharmaceutical, agrochemicals, biopharma, excipients and formulation, nutraceuticals, and regulated synthesis; actives, UV sunscreens, rheology modifiers, thickeners, emulsifiers, emollients, elastomers, humectants, waxes, film formers, functional powders, hair styling polymers, hair conditioners, solvents, solubilizers, pigments, pearls, colorants, opacifiers, pearlisers, preservatives, antioxidants, additives, fragrances, and essential oils; and resins and binders, additives, functional fillers, and specialty solvents. It also provides taste, texture, nutrition, and function; base oil, fuel addictive, lubricants addictive, lubricants finished fluids, solvents, degreasers and fuel, compounds, and upstream, midstream and downstream oil, gas and energy; bio-based chemicals, catalysts, intermediates, monomers, organic building blocks, processing aids, reactive diluents, solvents, and surfactants. IMCD N.V. was founded in 1995 and is headquartered in Rotterdam, the Netherlands.
Fund coverage · 3 theses
- Fiduciary ManagementMarch 2026
IMCD is a global specialty chemicals distributor with resilient life-science exposure and scale advantages, poised for cyclical recovery and double-digit EPS compounding at a discounted valuation.
Read the full thesis - REQDecember 2025
IMCD is a diversified specialty chemicals distributor with high incremental margins and a steady bolt-on M&A strategy, poised for operational leverage and cash flow growth as volumes recover.
Read the full thesis - Oakmark International FundDecember 2025
IMCD NV is a best-in-class specialty chemicals distributor with pricing power, resilient demand, and long-term M&A-driven growth potential after a cyclical downturn.
Read the full thesis
Read every full thesis on IMCD N.V.
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→