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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Clariant
Clariant (CLN) investor relations material
Clariant Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Jul, 2026
Executive summary
Q2 2026 sales reached CHF 941.3 million, up 0.6% in local currency on a comparable basis, with strong growth in Care Chemicals and Adsorbents & Additives offsetting a 13.3% decline in Catalysts due to Middle East conflict.
EBITDA margin before exceptional items improved by 80 basis points to 18.2% in Q2 2026, driven by Care Chemicals and effective cost management.
Free cash flow conversion rose to 52% (LTM), reflecting disciplined capital spending and improved working capital management.
Net income for H1 2026 increased to CHF 85.0 million from CHF 44.2 million in H1 2025, mainly due to higher operating income and lower exceptional expenses.
Amsterdam District Court dismissed Shell's ethylene damage claim, reducing legal uncertainty.
Financial highlights
Q2 2026 sales: CHF 941.3 million (+0.6% local currency, -0.3% reported); Q2 EBITDA before exceptional items: CHF 171.1 million (18.2% margin).
H1 2026 sales: CHF 1,859.3 million (flat local currency, -1.2% reported); H1 EBITDA before exceptional items: CHF 331.3 million (17.8% margin, -7.7% YoY).
Net income for H1 2026: CHF 85.0 million, up from CHF 44.2 million in H1 2025.
Net cash from operating activities rose to CHF 168.7 million; free cash flow conversion at 52%.
Net debt increased to CHF 1,493.1 million; net debt/EBITDA before exceptional items at 2.2x.
Outlook and guidance
2026 guidance unchanged: sales expected flat in local currency, EBITDA margin before exceptional items around 18%.
Growth anticipated in Adsorbents & Additives, slight growth in Care Chemicals, lower sales in Catalysts due to Middle East order delays.
H2 expected to be stronger, especially in Catalysts as force majeures ease outside the Middle East.
Performance Improvement Programs savings target raised to CHF 100 million by 2027, with CHF 90 million expected by end of 2026.
Portfolio pruning to have a negative ~1% impact on group sales.
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Latest events from Clariant
- Sales and margins declined in Q1 2026, but cash flow and cost savings improved amid global challenges.CLN
Q1 2026 - EBITDA margin rose to 17.8% in 2025, with flat sales and strong free cash flow conversion.CLNQ4 2025
- EBITDA margin before exceptional items rose to 17.9% in Q3 2025 despite lower sales.CLNQ3 2025
- EBITDA margin rose to 17.5% in Q2 2025, with cost savings offsetting flat sales and restructuring costs.CLNQ2 2025
- Targets 4–6% sales growth, 19–21% margins, and upgraded ESG goals by 2027.CLNCMD 2024
- Q3 2024 sales fell, but resilient margins support 16% EBITDA margin guidance for 2024.CLNQ3 2024
- EBITDA margin guidance raised to 16% as cost savings and portfolio actions drive resilience.CLNQ2 2024
- Q1 2025 delivered higher margins and resilient growth, with cautious guidance amid global uncertainty.CLNQ1 2025
- 2024 delivered higher margins and cash flow; 2025 targets further margin gains and cost savings.CLNQ4 2024
Next Clariant earnings date
Q3 20263 Nov, 2026
Clariant
Next Clariant earnings date
Q3 20263 Nov, 2026
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Frequently asked questions
Clariant AG is a Swiss specialty chemicals company that develops, manufactures, and markets a wide range of chemicals and solutions for various industries. Its product portfolio includes additives, catalysts, pigments, and surfactants, which serve sectors such as agriculture, personal care, automotive, construction, and energy. Clariant focuses on creating innovative and sustainable solutions that improve product performance and environmental impact, supporting the transition to greener technologies and processes. The company is headquartered in Muttenz, Switzerland, and its shares are listed on the SIX.