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    How Celanese’s New ISCC-Certified Low-Carbon POM ECO-C Offering Will Impact Celanese (CE) Investors

    Simply Wall St·12/17/2025 15:18:04
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    • Celanese Corporation recently reported that it achieved International Sustainability & Carbon Certification (ISCC) Carbon Footprint Certification for its Hostaform and Celcon POM ECO-C grades at Frankfurt, Germany, and Bishop, Texas, supported by its carbon capture and utilization investment at the Fairway Methanol joint venture in Clear Lake, Texas.
    • This move not only extends Celanese’s leadership in lower-carbon engineering plastics, but also embeds product-level carbon transparency into its Chemille digital platform, helping customers quantify and reduce emissions across their own value chains.
    • We’ll now examine how Celanese’s ISCC-certified low-carbon POM ECO-C offering may influence its investment narrative built around sustainable materials.

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    Celanese Investment Narrative Recap

    To own Celanese, you have to believe that its engineered materials and acetyls portfolio can translate cost cuts and sustainability investments into a durable earnings recovery, despite recent losses and weak end markets. The new ISCC Carbon Footprint Certification for POM ECO-C reinforces the sustainability angle but does not materially change the near term picture, where subdued demand and elevated debt remain key swing factors for the stock.

    The recent tender offers for Celanese’s 6.665% 2027 and 6.850% 2028 senior notes highlight how balance sheet management sits alongside sustainability projects as a central theme. While ISCC certified, low carbon POM ECO-C supports the growth narrative in greener materials, the fully subscribed debt tenders underline that financial resilience and interest costs are still front of mind as the company works through a period of losses and impairments.

    But alongside these sustainability gains, investors should also be aware that elevated debt levels and interest expenses could...

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

    Celanese's narrative projects $10.2 billion revenue and $799.9 million earnings by 2028. This implies a 1.0% yearly revenue decline and roughly a $2.4 billion earnings increase from -$1.6 billion today.

    Uncover how Celanese's forecasts yield a $52.50 fair value, a 28% upside to its current price.

    Exploring Other Perspectives

    CE 1-Year Stock Price Chart
    CE 1-Year Stock Price Chart

    Seven members of the Simply Wall St Community currently see Celanese’s fair value between US$52.19 and US$123.42, reflecting very different expectations. When you weigh those views against the risk that prolonged overcapacity and weak demand keep margins compressed, it becomes even more important to compare multiple scenarios for Celanese’s earnings power.

    Explore 7 other fair value estimates on Celanese - why the stock might be worth just $52.19!

    Build Your Own Celanese 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.