Research
FORUM TRANSCRIPT

DSM & Firmenich – Announced Merger, Synergies & Competitive Landscape Impact

  • Public Equity
  • Materials
  • Europe
PREMIUM

Specialist

Former senior adviser at Firmenich SA

Agenda

  • Likely rationale for announced DSM-Firmenich (AMS: DMS) merger, synergy targets and operational outline
  • Integration timeline, execution risks and focus
  • Potential competitive landscape impact, highlighting Givaudan (VTX: GIVN), Symrise (ETR: SY1), International Flavors & Fragrances (NYSE: IFF) and Kerry (LON: KYGA)
  • Expected changes in customer buying behaviour, supply chain considerations and EBITDA outlook

Questions

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