Arkema
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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.
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Q3 2026 earnings summary5 Nov, 2026

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.

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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.