London, Feb 15, 2026, 16:05 GMT — Market closed
- Croda (CRDA) last closed at 3,056p on Friday, down 2.46%. (Hargreaves Lansdown)
- The company is due to publish full-year 2025 results on Feb. 24. (London South East)
- JPMorgan lifted its Croda price target to 4,000p earlier this week while reiterating an “overweight” call. (Proactiveinvestors UK)
Croda International (CRDA.L) shares ended last week on the back foot, closing at 3,056 pence on Friday, down 77 pence, as London markets headed into the weekend shut. The specialty chemicals group sells ingredients used in consumer care, agriculture and pharma markets. (Croda)
With the UK market closed on Sunday, attention turns to the next scheduled catalyst: Croda’s full-year results for 2025 on Feb. 24, set out on the company’s financial calendar. The update matters because Croda has become a high-beta trade in the FTSE 100 again, with investors leaning on guidance and any changes in the earnings shape for 2026. (Croda)
The share price is still up about 6% from the previous Friday, helped by a sharp jump earlier in the week, but it has not held the highs. Croda closed at 3,201p on Feb. 10 before sliding to 3,056p by Friday’s close, price data showed. (Share Prices)
On Friday, Croda lagged a firmer FTSE 100, which rose 0.42% on the day. The stock finished about 9% below its 52-week high of 33.73 pounds, and volumes ran above the 50-day average, MarketWatch data showed. (MarketWatch)
A broker call has been part of the story. JPMorgan reiterated an “overweight” rating — its call for expected outperformance — and lifted its price target to 4,000p from 3,600p in a note this week, while flagging what it expects to be a new mid-term financial framework with the results. “We also expect the new mid-term financial framework … to reassure,” the bank said. (Sharecast)
A filing also showed small share purchases by senior staff through an employee share plan. Chief executive Steve Foots and other executives acquired a handful of “partnership” shares at 3,100p each on Feb. 10 and received matching shares at nil cost, according to a London Stock Exchange notice. (TradingView)
Croda’s last formal trading update came in October, when it said it still expected to deliver 265 million pounds to 295 million pounds of adjusted profit before tax in 2025 on a constant-currency basis — stripping out exchange-rate swings. It also warned of a “more challenging” trading backdrop and low order book visibility into year-end, even as it pointed to growth in Beauty Actives, continued double-digit growth in fragrances and flavours, and recovery in crop protection. (Croda)
In a pre-close aide memoire dated Dec. 12, Croda repeated earlier guidance and laid out how foreign exchange can move reported earnings, while pointing again to cost actions aimed at building toward an annualised savings run-rate of about 100 million pounds by end-2027. The company cautioned in the same document that the summary reflected earlier disclosures and did not account for later developments.
But the setup cuts both ways. If the results show margin recovery slipping, or if management tightens the profit range or turns more cautious on demand, the stock’s recent rebound could unwind quickly — especially with currency moves still a wild card for a business that sells globally.
The next test is Feb. 24, when investors will parse Croda’s full-year figures and any fresh targets, including whether management spells out that mid-term framework flagged by brokers and how it plans to turn cost savings into higher returns.
