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【Jefferies-2025研报】艺康集团（ECL）：新产品将支撑定价顺风.pdf

发布：2025-05-20约5.69万字共9页下载文档
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USA|Chemicals

EquityResearch

EcolabMay20,2025

NewProductsWillSupportPricingTailwindTARGET

CHANGE

RATINGBUY

Atawell-attendedpresentationduringtheNRAtradeshow,Ecolabshowcased

itslatestcost-savingtechnologiesthatwillhelpdrive200-300bpsinannualPRICE$261.36^

salesgrowthfrommarketsharegainsandsupportstrategicpricingflexibility.PRICETARGET|%TOPT

$310.00($295.00)|+19%

Byharnessingdatatoreducecostsandimprovecustomeroperational52WHIGH-LOW$273.69-$220.96

efficiencies,Ecolabcanjustifypremiumpricing.Weestimatea4%salesandaFLOAT(%)|ADVMM(USD)88.3%|360.36

15%EPSCAGRthrough2027.MARKETCAP$75.0B

TICKERECL

NewProductsHighlighted:Elevatedlaborcostsandlaborhiringissuesremaintopconcerns^Priortradingdaysclosingpriceunlessotherwise

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