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Itaconix plc (ITX) Fair Value & Analysis

Basic Materials · GB · Market cap 16.2M GBX

IP Itaconix plc ITX · LSE
Price£1.12
Fair Value£1.83
Upside+64.1%
Quality95/100
Evidence: Low Range £1.37 – £2.29

Fair value as of: Jun 24, 2026

From 2 valuation models · updated 5 days ago

Share price +5.7% over the past month.

Price vs Fair Value (12 months)

£1.38 £1.01 Fair Value £1.83 Jun 2025 Jun 2026

12‑month range £1.01 – £1.38 · fair‑value band £1.37 – £2.29 · the £1.12 price screens below the £1.83 fair value. As of Jun 24, 2026.

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Analysis

Itaconix plc (ITX) currently trades at £1.12, while our model-based Fair Value estimate is £1.83 — implying the stock looks roughly 64.1% undervalued today. We read business quality at 95/100 (high quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low) — always confirm before acting.

Over the trailing twelve months, Itaconix plc generated revenue of £10.5M at a net margin of -13.1%. Revenue grew 52.5% year over year. It earns a return on equity of -15.9%. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 10.5M GBX
Revenue growth (YoY) +52.5%
Net margin -13.1%
Return on equity -15.9%
Free cash flow −1.9M GBX FY2025
Operating margin -10.6%
More key figures
EPS (TTM) £-0.0800
Net cash 347K GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Itaconix plc, together with its subsidiaries, engages in the development of plant-based polymers for homecare and personal care applications in North America, Europe, Middle East, Africa, and internationally. It offers cleaning products, including Itaconix DSP 2K and TSI 422, Itaconix TSI 322, Itaconix ONZ 100, Itaconix ONZ 105, Itaconix ONZ 400, Itaconix ONZ 405, and Itaconix SF 505; and hygiene and beauty products, such as VELAFRESH ZP20, VELAFRESH ZP30, VELAFRESH ZP75, VELAFRESH ZP95, and VELASOFT NE 100. The company was formerly known as Revolymer plc and changed its name to Itaconix plc in February 2017. Itaconix plc was incorporated in 2005 and is headquartered in Stratham, New Hampshire.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Itaconix plc reported revenue of £10.7M in FY2025 versus £2.6M in FY2021, a compound +42.5%/yr. Reported net income was −£1.4M in FY2025.

Revenue +42.5%/yr
FY21 £2.6M
FY22 £4.6M
FY23 £6.2M
FY24 £6.5M
FY25 £10.7M
Net income
FY21 −£331K
FY22 −£2.0M
FY23 −£1.5M
FY24 −£1.9M
FY25 −£1.4M

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Frequently asked questions

Is Itaconix plc (ITX) undervalued?
As of Jun 24, 2026, our model estimates a fair value of £1.83 versus a price of £1.12 — about +64% (undervalued). Model-based estimate, not financial advice.
What is the fair value of ITX?
Our 21-model fair value for Itaconix plc is £1.83 (as of Jun 24, 2026), built from audited fundamentals. The current price is £1.12.
What is the quality score of ITX?
Itaconix plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Itaconix plc (ITX)?
Itaconix plc reported trailing-twelve-month revenue of about £10.5M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of ITX?
The net profit margin of Itaconix plc is about -13.1%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.