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    Is AlzChem Group (XTRA:ACT) Quietly Recasting Its Growth Story Around Creatine Nutrition Demand?

    Simply Wall St·12/16/2025 08:20:44
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    • In December 2025, AlzChem Group AG approved a roughly €120 million investment program to build a more automated creatine production plant and related infrastructure, with phased commissioning scheduled from the second half of 2027 to capture additional demand in sports, food, and health.
    • The company links this capacity expansion to early triple-digit million euro annual sales potential from its Creapure® and Creavitalis® lines, underscoring how nutrition and wellness trends are reshaping its growth mix.
    • We’ll now examine how this €120 million creatine capacity expansion could reshape AlzChem’s earlier investment narrative around earnings growth and risk.

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    AlzChem Group Investment Narrative Recap

    To own AlzChem, you need to believe that higher value specialty products, especially creatine, can more than offset pressure in commoditised intermediates and energy intensive assets. The new €120 million creatine project directly supports this by targeting additional high margin sales, but it also concentrates exposure to any shift in creatine demand or pricing, which in the near term looks more important than ongoing EU regulatory uncertainty around calcium cyanamide.

    The most relevant recent announcement here is the October 2025 cooperation with Ehrmann to launch Creavitalis based high protein products. That move shows how AlzChem is already broadening creatine’s presence in everyday nutrition, which helps explain why management is comfortable committing major capital to extra capacity and why many investors now see the wellness driven creatine franchise as the key earnings catalyst for the next phase of the story.

    Yet against this upbeat creatine expansion, investors should be aware that concentrated reliance on a single specialty product leaves AlzChem more exposed if...

    Read the full narrative on AlzChem Group (it's free!)

    AlzChem Group's narrative projects €742.5 million revenue and €96.6 million earnings by 2028. This requires 9.5% yearly revenue growth and a €38.7 million earnings increase from €57.9 million today.

    Uncover how AlzChem Group's forecasts yield a €167.10 fair value, a 20% upside to its current price.

    Exploring Other Perspectives

    XTRA:ACT 1-Year Stock Price Chart
    XTRA:ACT 1-Year Stock Price Chart

    Five Simply Wall St Community fair value estimates for AlzChem range widely from €84.96 to €220.66 per share, underscoring very different return expectations. Set against this, the new €120 million creatine expansion highlights how dependent future performance could be on wellness driven demand holding up over time, which readers may want to compare with their own assumptions.

    Explore 5 other fair value estimates on AlzChem Group - why the stock might be worth 39% less than the current price!

    Build Your Own AlzChem Group Narrative

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    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.