Croda International PLC (LSE: CRDA)

Croda International PLC (LSE: CRDA) is an FTSE 100 listed company specializing in creating high performance ingredients and technologies that improve people's lives. Its sales, marketing and research activities are organized into three global market sectors: consumer care, life sciences and industrial specialties. This Report covers the Investment Highlights, Conclusion, and Recommendation on the stock. 

Key Investment Rationale – Buy at GBX 2,879.00

• Consistent Growth Despite a Challenging Market – Croda’s ability to deliver a 6.5% increase in sales at constant currency during Q3 FY25 demonstrates resilience and decent market positioning despite macroeconomic headwinds. Growth led by Beauty Actives, Fragrances & Flavours, and Crop Protection underscores the company’s diversified exposure to sectors with sustained underlying demand.

• Transformation Plan Driving Operational Efficiency – Croda’s transformation and cost optimisation programme appears to be delivering tangible benefits, reflected in higher production efficiency and disciplined cost management. The company remains on track to achieve £25 million in cost savings for FY2025, with confidence in reaching £100 million annualised savings by 2027, which supports long-term margin recovery.

• Innovation and Regional Diversification Supporting Stability – The company’s emphasis on innovation-led growth and expanding its reach to local and regional customers provides a buffer against global trade volatility. With constant currency growth across North America (+10%) and Latin America (+11%), Croda’s geographic diversification continues to strengthen its revenue stability and future growth potential. 

CRDA Daily Chart & Valuation

 CRDA Daily Technical Chart, Source - Refinitiv

For conducting the valuation, the following peers have been considered: Johnson Matthey PLC (LSE: JMAT), Elementis PLC (LSE: ELM), and others.

As per the above-mentioned price action and technical indicators analysis, a ‘Buy’ rating has been given on Croda International PLC at the Current Market Price of GBX 2,879.00, as of 30 October 2025, 09:35 AM, GMT.

Markets are trading in a highly volatile zone currently due to certain Macro & Micro-economic data and prevailing geopolitical tensions. Therefore, it is prudent to follow a cautious approach while investing.

Note 1: Past performance is not a reliable indicator of future performance.

Note 2: The reference date for all price data, currency, technical indicators, support, and resistance levels is 30 October 2025. The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings. An 'Exit' from the stock can be considered if the Target Price mentioned as per the Valuation and or the technical levels provided has been achieved and is subject to the factors discussed above.

Note 4: Target Price refers to a price level which the stock is expected to reach as per the relative valuation method and/or technical analysis taking into consideration both short-term and long-term scenario.

Note 5: ‘Kalkine reports are prepared based on the stock prices captured either from the London Stock Exchange (LSE) and or REFINITIV. Typically, both sources (LSE and or REFINITIV) may reflect stock prices with a delay which could be a lag of 15-20 minutes. There can be no assurance that future results or events will be consistent with the information provided in the report. The information is subject to change without any prior notice.’

Note 6: Dividend Yield may vary as per the stock price movement.