Investment Case
We have a compelling investment proposition to deliver attractive shareholder returns. We are leaders in rheology and formulation solutions with a proven track record of delivery and operating in attractive end markets that have long-term growth potential.
Having simplified Elementis and transformed the business into a premium pure-play specialty additives player, there are excellent opportunities to further consolidate our position in existing markets, to enter adjacent markets, and to build on our leading position by investing in organic-led innovation growth, alongside disciplined and accretive mergers and acquisitions (“M&A”).
Elevate Elementis Strategy
A new strategy and ambitious medium-term targets, launched to accelerate sustainable growth, enhance choice for customers and create a simpler, leaner Elementis.
3 Strategic priorities
4 Medium-term targets
Consistent track record
We have a proven track record of delivering attractive returns, underpinned by high recurring revenues, disciplined cost control, a strong balance sheet and robust cash generation, enabling ongoing investment and shareholder return optionality.
30% Dividend payout ratio
c. $80m returned to shareholders in 2025
Access to high-grade hectorite
We own one of the largest known commercial high-grade hectorite mines in the world, giving us a strategic advantage in producing premium, high-performance additives for demanding applications.
>50 Years of estimated hectorite reserves life
Global scale and market leadership
With operations across four continents, we combine global reach with leadership in rheology and formulation technologies to serve diverse customer needs in
personal care and coatings.
8 Research and development (“R&D”) centres globally
Deep technical expertise and customer intimacy
Decades of scientific expertise, a commitment to investing in R&D and close customer collaboration enable us to anticipate trends and deliver tailored, sustainable solutions, while enhancing service and delivery levels to become the first choice for customers.
20% Innovation revenue medium-term target
A responsible and more sustainable business
Sustainability is central to how we operate. We are recognised for our environmental and social credentials and are making good progress towards our net zero by 2050 ambition.
59% Revenue from natural or naturally derived products
Read our sustainability report
Our medium-term financial targets
Mid-single digit revenue growth through the cycle
Adjusted operating profit margin of 23%+
Three-year operating cash conversion > 90%
ROCE (excluding goodwill) > 30%
Access our Elevate Elementis strategyAccess our latest annual reportAccess our latest results presentation
