Lenzing AG/€LNZ

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About Lenzing AG

Lenzing AG is an Austria-based company specializing in the production of cellulose fibers, operating within the textile and nonwovens industry. The company’s core products include TENCEL™, VEOCEL™, and LENZING™ fibers, which are used in clothing, hygiene products, and technical applications. Founded in 1938, Lenzing's long history in fiber production underpins its expertise in sustainable fiber technology. Headquartered in Lenzing, Austria, the company has a global presence, serving markets in North America, Asia, and Europe. Strategic strengths include its focus on sustainability and an integrated production process from raw materials to fiber, which enhances cost efficiency and environmental responsibility. Sources: https://www.lenzing.com https://www.reuters.com/companies/LNZ.VI
Ticker
€LNZ
Sector
Materials
Primary listing
VSE
Employees
7,556
Headquarters
Lenzing, Austria

Lenzing AG Metrics

BasicAdvanced
€811M
-
-€4.56
0.99
-

Bulls say / Bears say

Q2 2026 preliminary results showed EBITDA rose to EUR 123 million (vs. EUR 112 million a year earlier) while revenue held steady at EUR 652 million, reflecting effective cost measures and pricing discipline. (Reuters)
Major shareholders B&C Group, Suzano and Oberbank have committed to participate in the planned EUR 300 million capital increase and additional EUR 300 million financing package, securing funding for the transformation agenda. (Reuters)
The strategic pivot towards higher-margin segments—targeting 30% revenue from nonwovens and 30% from pulp, while reducing cyclic textile exposure from 45% to around 30%—positions Lenzing to capitalize on sustainable fiber growth. (Reuters)
Shares plunged approximately 18% intraday on July 28, 2026 after announcing deep restructuring, signalling investor skepticism about the strategy’s execution. (Reuters)
Impairment charges of up to EUR 150 million and restructuring costs of up to EUR 40 million booked in 2026 will depress EBITDA and weigh on near-term profitability. (Reuters)
The appointment of Georg Kasperkovitz as CEO in June 2026, succeeding Rohit Aggarwal, underscores leadership turnover that could disrupt continuity during the critical transformation phase. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 23 Aug 2026.

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