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Arkema (AKE) investor relations material
Arkema AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Annual General Meeting held on 21 May 2026, reviewing 2025 performance and strategic direction.
Financial performance review
2025 sales reached €9.1bn, with an EBITDA margin of 13.8% and capital expenditure of €636m.
Adjusted net income was €328m, recurring cash flow €464m, and working capital reduced to 12.5% of sales.
Specialty Materials accounted for 85% of sales, with resilience shown despite a challenging environment.
Segment performance: Adhesive Solutions (€2,737m sales), Advanced Materials (€3,441m), Coating Solutions (€2,176m), Intermediates (€681m).
Net debt and hybrid bonds at end-2025 stood at €3,170m, with a 2.5x EBITDA ratio.
Dividend announcements
Proposed dividend for 2025 is €3.60 per share, yielding 6.2% as of March 31, 2026, with a 5% annual growth over 2021-25.
- Stable volumes and Specialty growth offset lower sales; 2026 EBITDA growth targeted.AKE
Q1 20266 May 2026 - EBITDA dropped but cash flow and cost savings were strong, with Asia and growth markets outperforming.AKE
Q4 202526 Feb 2026 - Q2 2024 EBITDA rose 8.2% on 3.8% sales growth, with guidance raised for the year.AKE
Q2 20242 Feb 2026 - Q3 2024 EBITDA rose 5.4% to €407 million, margin at 17.0%, amid weak demand and tight debt control.AKE
Q3 202416 Jan 2026 - Ambitious growth, innovation, and sustainability drive strong specialty materials performance.AKE
BNPP Exane CEO Conference Presentation13 Jan 2026 - Q3 2024 saw higher sales and EBITDA, with strong specialty materials growth and sustainability focus.AKE
BOFA European Materials Conference 2024 Presentation13 Jan 2026 - Solid Q2 growth and sustainability focus drive higher 2024 EBITDA outlook of €1.53–1.63bn.AKE
Investor presentation13 Jan 2026 - Strong specialty materials growth, resilient margins, and major investments drive future expansion.AKE
Morgan Stanley Chemicals Cannonball Run Field Trip Presentation13 Jan 2026 - EBITDA margin held at 15.2% in Q2 2025, with cost-saving targets doubled for the year.AKE
Q2 202513 Jan 2026
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