)
Arkema (AKE) investor relations material
Arkema Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
EBITDA reached €1,251 million (13.8% margin), within guidance, despite weak demand in Europe and the US, while Asia, especially China, remained dynamic and key growth markets like batteries, sports, 3D printing, healthcare, and fluorospecialties grew 16% year-over-year.
Specialty Materials showed resilience, but results were impacted by cyclical downturns in acrylics and a decline in old-generation refrigerants.
Strict cost control and innovation led to recurring cash flow of €464 million, well above guidance, strengthening the balance sheet.
Dividend proposed at €3.60 per share, maintaining stability and representing about 70% of 2025 free cash flow.
New segmentation will be implemented in 2026 to better reflect business dynamics, separating resilient Specialty Materials from more cyclical Primary Materials.
Financial highlights
Group sales were €9,068 million, down 5% year-on-year, impacted by a negative 2.9% currency effect and a 1.6% volume decline.
EBITDA fell 18.3% to €1,251 million, with a €40 million negative currency effect and a margin of 13.8%.
Adjusted net income was €328 million (€4.34 per share), down 46.8% year-on-year.
Free cash flow increased to €390 million, with a working capital ratio of 12.5% of sales.
Net debt and hybrid bonds stood at €3,170 million, with a net debt/EBITDA ratio of 2.5x.
Outlook and guidance
For 2026, slight EBITDA growth is targeted at constant FX, with major projects expected to contribute an additional €50 million in EBITDA.
CapEx will be managed around €600 million, focusing on high-return projects and cost discipline.
Organization streamlining is planned, with a 3% annual headcount reduction over three years.
Next Arkema earnings date
Next Arkema earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)