DuPont de Nemours, Inc.


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This is our first report on specialty chemicals giant, DuPont de Nemours. The company has been in the corporate restructuring process since 2019, merging and divesting different business units. It has witnessed substantial growth in organic sales since the beginning of 2022, including the layered acquisition contribution. The consumer demand remained strong over a huge majority of the end markets, led by the double-digit volume growth in industrial and semiconductor technologies in the E&I segment. Within the protection and water business, a mid-single digit growth in volume in shelter and water solutions is viewed. The company sold its biomaterials business to the Huafon Group and its M&M transaction will be complete at the end of this year while DuPont is continuing to divest the Derlin business. Progress has been made on the Rogers acquisition. The company is also on track with the acquisition of Laird Performance Materials for achieving $63 million in cost synergies. We initiate coverage on DuPont with a ‘Hold’ rating on the stock.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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