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1. Company Snapshot

1.a. Company Description

Zotefoams plc, together with its subsidiaries, manufactures, distributes, and sells polyolefin block foams in the United Kingdom, Continental Europe, North America, and internationally.The company operates through Polyolefin Foams, High-Performance Products, and MuCell Extrusion LLC segments.It offers AZOTE, a polyolefin foam under the Plastazote, Evazote, and Supazote brands; and various high-performance foams manufactured from fluoropolymers, engineering polymers, and specialty elastomers under the ZOTEK brand.


The company also provides T-FIT, a clean insulation system that is used in the pharmaceutical, biotech, and semiconductor cleanroom industries.In addition, it owns and licenses patented MuCell microcellular foam technology, as well as sells related machinery.The company primarily serves the automotive, aerospace, product protection, industrial parts, marine, building and construction, military, and sports and leisure industries.


Zotefoams plc was founded in 1921 and is headquartered in Croydon, the United Kingdom.

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1.b. Last Insights on ZTF

Zotefoams' recent momentum is driven by its robust revenue growth and profit increases, as highlighted in its H1 2025 earnings call. The company reported a 9% increase in revenue to £77.4m and an EPS of £0.20, up from £0.13 in H1 2024. A declared dividend of £0.025 also underscores the company's commitment to shareholder returns. Strategic shifts and sector challenges are being navigated, but the company's financials show promise. (Source: Zotefoams PLC (FRA:23Z) (H1 2025) Earnings Call Highlights)

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Nov -25

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Polymer Foam Market Size | Companies Analysis 2025- 2034

Nov -03

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Oct -27

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Savannah Resources Leads The Charge In UK Penny Stocks

Sep -25

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Zotefoams plc's (LON:ZTF) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?

Sep -10

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.91%)

6. Segments

Polyolefin Foams

Expected Growth: 7%

Strong demand from automotive and industrial markets, driven by increasing adoption of lightweight materials and sustainability initiatives, coupled with Zotefoams' innovative product offerings and expanding global footprint, contribute to the 7% growth of Polyolefin Foams.

High Performance Products

Expected Growth: 9%

Zotefoams plc's High Performance Products segment growth is driven by increasing demand for high-specification foams in aerospace, automotive, and industrial applications. Strong sales of AZOTE foam, a high-performance foam used in aircraft seating, and growing adoption of electric vehicles, which utilize Zotefoams' advanced foam materials, contribute to the 9% growth.

MuCell Extrusion LLC

Expected Growth: 6%

MuCell Extrusion LLC's 6% growth is driven by increasing demand for lightweight, sustainable materials in the automotive and aerospace industries. Zotefoams' proprietary MuCell technology, which reduces material usage while maintaining performance, is a key differentiator. Additionally, growing adoption of electric vehicles and stringent emissions regulations are fueling demand for MuCell's innovative extruded products.

7. Detailed Products

AZOTE

A range of cross-linked polyolefin foams used in various industrial and commercial applications

ZOTEK

A range of high-performance, cross-linked polyethylene foams used in demanding applications

PLASTAZOTE

A range of high-quality, cross-linked polyethylene foams used in various industrial and commercial applications

EVAZOTE

A range of high-performance, cross-linked polyethylene foams used in demanding applications

ZOTEK F

A range of high-performance, cross-linked polyethylene foams used in demanding applications

8. Zotefoams plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Zotefoams plc operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the availability of alternative materials.

Bargaining Power Of Customers

Zotefoams plc has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are often customized, making it difficult for customers to switch suppliers.

Bargaining Power Of Suppliers

Zotefoams plc relies on a few key suppliers for its raw materials, which gives them some bargaining power. However, the company's long-term relationships with its suppliers help to mitigate this risk.

Threat Of New Entrants

The foam industry has high barriers to entry, including significant capital expenditures and technical expertise. This makes it difficult for new entrants to join the market.

Intensity Of Rivalry

The foam industry is highly competitive, with several established players competing for market share. Zotefoams plc must continually innovate and improve its products to maintain its market position.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 24.65%
Debt Cost 9.34%
Equity Weight 75.35%
Equity Cost 10.13%
WACC 9.94%
Leverage 32.71%

11. Quality Control: Zotefoams plc passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Elkem

A-Score: 5.0/10

Value: 8.8

Growth: 2.6

Quality: 3.2

Yield: 5.6

Momentum: 7.5

Volatility: 2.7

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Victrex

A-Score: 4.7/10

Value: 6.1

Growth: 1.9

Quality: 6.4

Yield: 8.1

Momentum: 1.5

Volatility: 4.3

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Elementis

A-Score: 4.0/10

Value: 5.1

Growth: 1.7

Quality: 3.8

Yield: 1.2

Momentum: 6.5

Volatility: 5.7

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Essentra

A-Score: 3.5/10

Value: 4.0

Growth: 1.3

Quality: 3.6

Yield: 6.2

Momentum: 1.0

Volatility: 5.0

1-Year Total Return ->

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Zotefoams

A-Score: 3.5/10

Value: 3.7

Growth: 5.4

Quality: 3.8

Yield: 3.1

Momentum: 4.0

Volatility: 1.0

1-Year Total Return ->

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Orion Engineered Carbons

A-Score: 2.5/10

Value: 7.6

Growth: 3.2

Quality: 1.7

Yield: 1.2

Momentum: 0.0

Volatility: 1.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.85$

Current Price

3.85$

Potential

-0.00%

Expected Cash-Flows