Azelis: Persistent Margin Pressure Creates Initial Buying Opportunity

2025-12-05 10:30:00 ET

Introduction

Azelis (AZLGY) (AZLGF) is a Belgian distributor of food ingredients and specialty chemicals, serving in excess of 60,000 customers. The company's own labs help customers to develop new formulations for certain ingredients, and its long-term relationships with some of its clients are helpful to navigate through these more uncertain times. The company's margins have been under pressure due to a general weakening in the sector (Dutch competitor IMCD is experiencing the same issues), but in this article I will explain why I have established a long position and why I'm still adding to that position....

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