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UPCOMING EVENTS
Ineos Group 25Q4 Results Call
sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution -

Sarria | INEOS Group - Client Call , Tue 3rd March, 3 pm UK | 10 am EST

Cap Structure, Base Case - 03 Mar 26

DCF Valuation, DCF Issues - 3 Mar 26

Game Theory - 3 Mar 26

Project One - 3 Mar 26

Ethylene Capacity, Volumes - 3 Mar 26

Investment Discussion - 3 Mar 26

Presentation

The file will be available here after the Client Call.

 
SARRIA News -INTU
Tomás Mannion
Ineos - comment
Tomás Mannion

Ineos has confirmed the shipment of the final two modules for Project One, marking a key milestone in the

Tomás Mannion
Tomás Mannion
Ineos Group - comment
Tomás Mannion

INEOS Finance Plc is marketing a €400m senior secured 5.5-year note, with proceeds to refinance the 2027 term loan and partially

Tomás Mannion
INEOS Group - comment
Tomás Mannion
INEOS Group - comment
Tomás Mannion

Results ahead of our expectations and a broadly positive tone should support further strength in the bonds, reaffirming recent price gains. However, the

Tomás Mannion
Tomás Mannion
Ineos Group - comment
Tomás Mannion

The FT article contains no new news to followers of the Ineos Group story, and therefore has no real impact on trading. However, any

Tomás Mannion
INEOS Group Client Call and Presentation are now available on the website
Martha Felix
INEOS Group Client Call and Presentation are now available on the website
Martha Felix

INEOS Group Client Call and presentation are now available on Ineos Group page.

Martha Felix
Tomás Mannion
Ineos Group - comment
Tomás Mannion

Ineos Group released preliminary Q4 numbers and hosted a two-hour conference call yesterday. Management offered little

Tomás Mannion
Tomás Mannion
Ineos Group - comment
Tomás Mannion

We are not convinced that any chemical analyst can confidently forecast the sector’s short- to medium-term outlook beyond maintaining a

Tomás Mannion
Tomás Mannion
Ineos Group - comment
Tomás Mannion

Our key takeaway from INEOS’s announcement of €300 million in grant aid from the French state is the scale of support industries are receiving, and

Tomás Mannion
Ineos Group - Cracking Capacity - Initiation
Tomás Mannion
Ineos Group - Cracking Capacity - Initiation
Tomás Mannion

Please find our initiation on the Ineos Group here. 

INEOS Group has sufficient liquidity to operate through December 2027, even if volumes and pricing remain at FY25 lows. However, with yields at 12–14%, constructing a compelling long thesis is

Tomás Mannion
Tomás Mannion
Ineos/Ineos Quattro - comment
Tomás Mannion

We had intended to publish a morning note on Sir Jim Ratcliffe’s remarks at the Antwerp Summit, where he warned that the

Tomás Mannion