HEXPOL (OM:HPOL B) just released third quarter and nine month 2026 results. The company reported higher sales but softer net income and earnings per share, giving investors a mixed profitability signal to parse.
At around SEK93.6 per share, HEXPOL has seen a 6.3% 90 day share price return and a 6.7% year to date share price gain. The 1 year total shareholder return of about 15% suggests momentum has been positive despite a softer recent month.
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HEXPOL’s share price has held up even as earnings softened, which hints either at faith in the underlying business or at a sentiment driven re rating. So what does the current valuation actually suggest you are paying for?
On the latest narrative, HEXPOL’s estimated fair value of SEK101.57 sits above the recent SEK93.60 share price, which points to a modest valuation gap that hinges on how convincingly earnings and margins progress from here.
The focus on growing thermoplastic and TPE product areas has moved forward, with Thermoplastic Compounding carved out as a separate business area that delivered 12% organic growth and EBIT of SEK 155m in Q2 2026. This reinforces the case that this product mix shift can support future revenue and earnings.
See why 26 investors see HEXPOL as 8% undervalued.
Result: Fair Value of SEK101.57 (UNDERVALUED)
Still, the HEXPOL story can break if weaker North American and automotive volumes linger, or if higher input and transport costs squeeze margins longer than analysts expect.
Find out about the key risks to this HEXPOL narrative.
If the mixed signals around HEXPOL leave you on the fence, move quickly, review the optimism in the numbers, and weigh the 3 key rewards.
Do not stop with one opportunity. Broaden your watchlist with a few focused stock ideas that fit different roles in your portfolio and see what else is possible.
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