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    Why Kemira Oyj (HLSE:KEMIRA) Is Getting Attention Today

    Simply Wall St·09/21/2026 23:33:05
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    Kemira Oyj (HLSE:KEMIRA) has started pilot iron phosphate production in Helsingborg, Sweden, moving its battery materials work from lab testing toward potential industrial scale. For investors, this opens a new angle tied to LFP battery demand.

    Despite the fresh push into battery materials, Kemira Oyj’s share price return has softened this year, with a year to date decline of 12.32% and a 1 year total shareholder return that is down 6.73%, although the 3 and 5 year total returns of 32.30% and 55.78% suggest a still intact longer term story.

    Compare Kemira Oyj’s new battery materials angle with other potential beneficiaries of the energy transition by scanning our hand picked 40 power grid technology and infrastructure stocks for further ideas in the theme.

    Kemira Oyj now has a fresh battery materials angle, but a share price that has cooled this year. Has most of the re rating already happened, or does investors’ upside still lie ahead at the current valuation?

    Most Popular Narrative: 9.1% Undervalued

    Kemira Oyj last closed at €17.22, compared with a most followed narrative fair value of €18.95 that points to a modest valuation gap. For readers watching the new battery materials angle, the key question is whether the core water and packaging chemicals engines can justify that higher figure.

    Kemira's core Water Solutions business remains resilient and benefits from increasing global demand for clean water and tightening water treatment regulations, ongoing investments and strategic capacity expansions (including innovation partnerships for AI-based material development) are poised to support top-line revenue growth and margin resilience as these regulatory trends strengthen globally.

    See why 22 investors see Kemira Oyj as 9% undervalued.

    This lens applies a 6.72% discount rate to future cash flows and arrives at a fair value of €18.95 for Kemira Oyj, compared with the current €17.22 share price. The narrative assumes annual revenue growth of about 3.4%, a profit margin rising toward 7.8%, and a future P/E of 12.2x on forecast earnings of €234.9m by 2029.

    Analyst expectations are not one way traffic though. The most confident forecasters see earnings as high as €291.8m, while the most cautious price target is €16.20 compared with a high of €22.00. This shows that views on Kemira Oyj’s earning power and appropriate multiple still vary meaningfully.

    Result: Fair Value of €18.95 (UNDERVALUED)

    Still, if weak demand persists in Packaging & Hygiene Solutions, or if currency swings hit Kemira Oyj’s international earnings, the current fair value narrative could unravel.

    Find out about the key risks to this Kemira Oyj narrative.

    Next Steps

    Mixed feelings about Kemira Oyj after all this. If you want to cut through the noise and weigh the upside against the red flags yourself, start with the 4 key rewards and 1 important warning sign.

    Looking for more investment ideas beyond Kemira Oyj?

    If Kemira Oyj has your attention, do not stop here. Let the same disciplined process surface fresh candidates that fit different roles in your portfolio.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.