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Financial Valuation of Naturex: A Responsible Investment Perspective Using Multi-Criteria Methods

KEDGE-FI-026(GB)
Résumé
Founded by Jacques Dikansky in 1992, Naturex SA is a French company specialising in plant extraction and the development of natural ingredients for the food, health and beauty markets. Over the years, the company has undergone significant industrial, economic, commercial, and financial transformations, enabling it to achieve sales exceeding ¤400 million and a net profit of nearly ¤12 million by the end of 2017.
The shares of Naturex SA are highly sought after by various investment funds, including Sustainable Finance AM. This fund stands out as a sustainable investment fund characterized by conviction-based management. It aims to blend performance with responsibility, aspiring to make a tangible impact on significant societal issues.
The learner or the student plays the role of a young financial analyst working for Sustainable Finance AM, whose mission is to study the opportunity to acquire shares of Naturex.
Although the case dates back to 2017, it represents one of the most recent large-scale takeovers operated in France within the past decade, with a target equity value exceeding ¤1 billion. The food ingredients market, a unique and infrequently studied sector in practical management case studies, offers a valuable opportunity to explore the challenges faced by the agri-food industry and the issue of food independence in Europe.
Objectifs pédagogiques
It should enable students to practise
- Analysing a company's commitment to CSR
- Assessing the financial value of a share
In addition, there are the educational objectives of acquiring behavioural skills
- Informed investment decision-making
- Ability to analyse and summarise
Mots-clés
Responsible investment, multi-criteria approach, business evaluation, financial diagnosis
Public
Bachelor 3, Master 1, Master 2, initial training or continuing education
Secteur d'activité
Manufacture of essential oils
Caractéristiques particulières
Debriefing PPT: 39 slides
2014-2017
Livraison par lien de téléchargement
17 avec 13 page(s) annexe(s)
de 1 à 2 jours (5 sessions of 1h30)
24 - Industrie chimique, pharmaceutique, parapharmaceutique
Oui (18 pages) - incluse

Adhérents : 360,00 € HT / Non adhérent : 720,00 € HT
Campus*
* Usage illimité pour un campus sans limite de nombre d'étudiants.

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