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BASF says Chemetall must be run well to create investment value

Chemical giant BASF has said that the $3.2 billion it paid for Albemarle Corp’s surface-treatment unit Chemetall has set a high target for future returns on investment.

“Chemetall didn’t come cheap so we have to run it very well to create value for our shareholders,” Chief Executive Kurt Bock said on an analyst call to discuss quarterly results.
Bock has repeatedly given warnings against large and expensive deals amid a consolidation wave in the chemicals sector.
In a move to bolster its automotive coatings business, Germany’s BASF agreed to buy Chemetall for 15.3 times its target’s most recent earnings before interest, tax, depreciation and amortisation (EBITDA). BASF itself is trading at 7 to 8 times earnings.
Industrial chemicals peers such as Evonik have recently bought businesses at comparable multiples, while ChemChina pledged to pay even more for crop chemicals maker Syngenta.

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