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Arkema (AKE) investor relations material
Arkema Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 sales declined 5.6% year-over-year to €2,395 million, with weak demand in Europe and the US, but growth in Asia and select sectors like batteries and 3D printing.
EBITDA for Q2 2025 was €364 million, margin 15.2%, showing resilience despite FX headwinds and weak demand; adjusted net income was €118 million (€1.56/share).
Recurring cash flow was €111 million, supported by cost-cutting and strict working capital management; net debt and hybrid bonds at €3,580 million, with a 2.5x net debt/EBITDA ratio.
Major projects in innovative materials are ramping up, with new capacities in the US, China, and Singapore supporting long-term growth.
Cost-saving initiatives doubled to €100 million for 2025, with a focus on cash and cost management.
Financial highlights
Q2 2025 sales: €2,395 million (down 5.6% year-over-year); H1 2025 sales: €4,776 million (down 2.1%).
Q2 2025 EBITDA: €364 million (down 19.3%); EBITDA margin: 15.2% (down from 17.8%).
Q2 2025 recurring EBIT/REBIT: €198 million (margin 8.3%); adjusted net income: €118 million (down 44.9%).
Net debt and hybrid bonds: €3,580 million; net debt/EBITDA: 2.5x.
Free cash flow for Q2 2025: €91 million; working capital at 17% of annualized sales.
Outlook and guidance
2025 EBITDA guidance revised to €1.3–1.4 billion, including a €50 million FX headwind; recurring cash flow expected at €300–400 million.
€100 million in cost savings targeted for 2025, double the previous annual target.
Major projects expected to contribute €50 million additional EBITDA in 2025 and over €400 million by 2028.
H2 2025 expected to continue current trends: low demand, geopolitical uncertainty, and limited visibility.
What is driving the volume increase in Advanced Materials?
Explain the cost savings target increase to €100 million.
How will tariffs indirectly impact Arkema?
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Q3 20257 Nov, 2025
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Frequently asked questions
Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide. Its Coatings segment provides emulsions, additives, and thickeners for the architectural coatings; renewing solvent-based decorative paints; water-based outdoor wood coatings; and inorganic pigments for the building markets. The company's Industrial Specialties segment offers adhesives and sealants for automation, electronics and electricals, construction, aviation, motorsports, sports and leisure industries; specialty surfactants for cosmetics and personal care products, detergents, paints, agrochemicals, oilfield chemicals, elastomers, lubricants and additives, rubber goods manufacturing industries; organic peroxides; fine chemicals for sanitary applications; inorganic chemical products for water treatments in swimming pools.
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