Henkel AG & Co. KGaA Price & Performance (HELKF)

Henkel has formalized a strategic partnership with Nordmeccanica, expanding on years of collaboration to accelerate sustainable packaging solutions. The alliance aims to strengthen technological development in adhesives and coating equipment, targeting eco-friendly packaging trends and enhancing both companies’ positions in the global packaging industry.12

Despite a 1% organic drop in Q1 sales, Henkel maintained robust gross and EBIT margins, driven by its adhesives division. The company reaffirmed its 2025 outlook, expecting a stronger second half and ongoing portfolio optimization, even as consumer brands faced destocking and North American market softness.34

Henkel’s weak Q1 performance led analysts to lower earnings forecasts, but cost savings and a €1 billion share buyback could support the stock. With a reduced valuation and expectations for growth resuming in 2026, long-term investors may find current prices attractive amid ongoing macroeconomic headwinds.56