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Clariant (CLN) investor relations material
Clariant Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 sales were CHF 968 million, flat in local currency but down 8% in CHF due to currency effects; H1 2025 sales reached CHF 1,981 million, up 1% in local currency.
EBITDA before exceptional items rose 3% to CHF 169 million in Q2 (margin 17.5%, up 200 bps YoY), driven by Catalysts and Adsorbents & Additives; H1 EBITDA before exceptionals was CHF 359 million (18.1% margin, up 130 bps YoY).
CHF 80 million savings program underway, with CHF 12 million achieved in H1 and CHF 60 million restructuring charges booked; headcount reduced by 200 FTEs, two production lines and two sites closed.
Free cash flow conversion improved to 37% (LTM), and operating cash flow for H1 was CHF 116 million.
New SBTI-approved 2030 greenhouse gas reduction targets, digital platform CLARITY™ expanded, and safety performance reached top quartile industry level.
Financial highlights
Q2 2025 sales: CHF 968 million (flat in local currency, -8% in CHF); H1 2025 sales: CHF 1,981 million (up 1% in local currency, down 4% in CHF).
Q2 2025 EBITDA before exceptionals: CHF 169 million (+3% YoY, 17.5% margin); reported EBITDA fell 16% to CHF 139 million due to restructuring charges.
H1 2025 EBITDA before exceptionals: CHF 359 million (+3% YoY, 18.1% margin); reported EBITDA dropped 14% to CHF 291 million.
H1 2025 net income: CHF 44 million (down from CHF 176 million prior year), impacted by restructuring and CHF 30 million impairments.
Net debt at CHF 1,596 million (net debt/EBITDA: 2.6x reported, 2.4x before exceptionals), up from CHF 1,489 million at 2024 year-end.
Outlook and guidance
2025 sales growth guidance revised to 1–3% in local currency, down from previous 3–5%, reflecting weak industrial production and market uncertainty.
Full-year 2025 EBITDA margin before exceptionals confirmed at 17–18%; reported margin expected at 15.0–15.5%.
Medium-term targets (by 2027): 4–6% local currency sales growth, 19–21% EBITDA margin, ~40% free cash flow conversion.
Capex targeted at CHF 200 million for 2025; CHF 75 million restructuring charges expected.
Expect slight local currency growth in Care Chemicals and Adsorbents & Additives; Catalysts to remain flat YoY.
Assess impact of trade tensions on 2025 volumes.
Explain drivers behind Catalysts' Q2 margin improvement.
Detail headcount reductions for Investor Day savings.
How is the new savings program ahead of plan?
Impact of China's anti-involution policy?
Catalysts: What drives underlying profitability?
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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.
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