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Arkema (AKE) investor relations material
Arkema Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 sales rose 8.1% YoY to €2,364.2m and EBITDA increased 7.0% to €332.3m, with a 14.1% margin despite weak, uneven demand.
Specialty Materials generated 90% of EBITDA; adjusted net income rose 23.2% to €93.0m and adjusted EPS was €1.23.
Financial highlights
Sales growth reflected a 6.0% price effect, 0.6% volume growth, a 1.8% currency benefit and a -0.3% scope effect.
Q3 recurring EBIT rose 10.9% to €156.8m; operating income increased 21.6% to €115m.
9M sales were €6,973.9m versus €6,963.2m; EBITDA was €1,005.8m versus €1,003.2m, and adjusted net income was €286.7m versus €293.8m.
9M operating income was €330m versus €313m; net income attributable to shareholders was €151m versus €131m.
Outlook and guidance
FY26 EBITDA guidance remains slightly higher YoY at constant currency, with challenging and volatile external conditions expected to continue.
Major projects are expected to add €50m EBITDA in 2026 versus 2025; similar macro conditions could support ~€50m in 2027, rising to €60m–€80m if conditions improve.
YTD cost savings reached €55m, supporting the objective to offset fixed-cost inflation; workforce reduction target is 3% in 2026 and capex is targeted below €600m.
- Q2 2026 saw strong growth in adhesives and coatings, supporting a positive full-year outlook.AKE
Investor presentation - EBITDA rose 7.4% to €391M, with margin at 16.1%, led by Adhesives, Coatings, and innovation.AKE
Q2 2026 - Resilient 2025 results, strategic investments, and strong governance marked the AGM.AKE
AGM 2026 - Stable volumes and Specialty growth offset lower sales; 2026 EBITDA growth targeted.AKE
Q1 2026 - EBITDA reached €1,251m with strong cash flow and resilience in key growth markets.AKE
Q4 2025 - EBITDA margin held at 15.2% as sales fell; 2025 EBITDA guided at €1.3–1.4bn.AKE
Q2 2025 - Q2 2024 EBITDA rose 8.2% to €451m on 3.8% sales growth; guidance set at €1.53–1.63bn.AKE
Q2 2024 - Sales rose 1.7% with resilient specialty materials, but profits fell; H2 improvement expected.AKE
Q1 2025 - 2024 EBITDA rose 2.1% to €1.53bn, with Specialty Materials and Asia driving growth.AKE
Q4 2024
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