IFF stock slips after India antitrust probe and mixed quarter
Published on 08/26/2026 at 08:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
IFF (US4595061015) is trading with a fresh legal overhang after the Reuters report said India is investigating the company, Givaudan and Firmenich for alleged price collusion since 2024. The same report said a confidential Competition Commission of India document was dated July 22 and that the investigation report was recalled after complaints over redactions.
Mixed quarter still sets the tone
On August 4, 2026, IFF reported quarterly EPS of $0.82, missing the $1.07 consensus, while revenue came in at $1,950 million versus $2.62 billion expected. The quarterly comparison was also softer on the top line, with revenue up 1.8% from the same period a year earlier, and the company also posted a net margin of 2.78%.
For investors, the split is clear: the stock is still digesting a quarter that missed on both earnings and revenue while a regulatory probe adds another headline risk.
Market value stays elevated
IFF was quoted at $85.80 at 9:52 a.m. Eastern on August 25, 2026, with a 52-week range of $59.14 to $89.32 and a market capitalization of $21.89 billion. MarketBeat also showed a consensus price target of $92.16 and a Moderate Buy rating, while its own summary pointed to 20 analysts covering the name.
The numbers leave the shares closer to the top of their annual range than the bottom. The 27.3% year-to-date gain from $67.40 to $85.79 also shows how much of the rerating had already happened before the latest legal update.
What IFF sells
IFF's core business spans flavors, fragrances, cosmetic actives and nutritional lipids for food and beverage, personal care, household goods and pharmaceutical products. That mix matters because the company's results depend on both volume trends and pricing power in consumer-facing end markets.
Stock level to watch
As of August 25, 2026 at 9:52 a.m. Eastern, IFF traded at $85.80 in New York. The stock's market value of $21.89 billion and its $59.14 to $89.32 trading range frame the current setup better than a simple one-day move.
Company data
Company: International Flavors & Fragrances, Inc.
ISIN: US4595061015
Ticker: IFF
Exchange: NYSE
Price (as of August 25, 2026, 9:52 a.m. ET): $85.80 USD
Market cap: $21.89 billion (as of August 25, 2026)
Sector / Industry: Materials / Specialty Chemicals
Index membership: S&P 500
