
What smart money is saying about Lanxess
2 funds in our archive have pitched Lanxess — most recently Black Bear in September 2025.
LANXESS Aktiengesellschaft, a specialty chemicals company, develops, manufactures, and markets chemical intermediates, additives, specialty chemicals, and plastics worldwide. It operates through four segments: Advanced Intermediates, Specialty Additives, Consumer Protection, and Engineering Materials. The Advanced Intermediates segment provides advanced industrial intermediates, basic and fine chemicals, organometallics, and inorganic pigments for the agrochemical, automotive, construction, aromas and flavors, semiconductors and photovoltaic, and color pigments industries. The Specialty Additives segment offers additives, including lubricants, flame retardants, plasticizers, and bromine derivatives for various applications of rubber, plastic, paint, construction, and electrical industries. The Consumer Protection segment provides material protection products; disinfectant, hygiene, and preservative solutions; flavors and fragrances; and precursors and intermediates for the agrochemicals, pharmaceuticals, and specialty chemicals industries, as well as technologies for the treatment of water and other liquids. The Engineering Materials segment produces technical plastics, glass fibers, fiber composites, and elastomers on a urethane basis for application in the automotive and electrical/electronics, construction, and medicine industries, as well as sports and leisure sectors. The company was founded in 1863 and is headquartered in Cologne, Germany.
Fund coverage · 2 theses
- Black BearSeptember 2025
Lanxess is a German specialty chemicals company transitioning to lower capital-intensive sectors, reducing debt while improving cash flow and anticipating significant value from a joint venture's cash inflow.
Read the full thesis - Longleaf Partners International FundMarch 2025
Lanxess is poised for significant upside potential due to strong demand, a valuable but undervalued stake in the Envalior JV, and upcoming debt reduction opportunities from a guaranteed exit in 2026.
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