Logotype for Clariant AG

Clariant (CLN) investor relations material

Clariant Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Clariant AG
Q3 2025 earnings summary30 Oct, 2025

Executive summary

  • Q3 2025 EBITDA margin before exceptional items rose 230 bps to 17.9% despite a 3% local currency sales decline to CHF 906 million, driven by performance improvement programs and disciplined cost management.

  • 9M 2025 sales were CHF 2.887 billion, down 1% in local currency and 6% in CHF, with EBITDA margin before exceptional items up to 18.0%.

  • Performance improvement and savings programs delivered CHF 31 million in savings YTD, with a CHF 80 million target by 2027; CHF 63 million restructuring charges recognized YTD.

  • Board of Directors to be reduced from 11 to 8 members, enhancing governance, independence, and diversity.

Financial highlights

  • Q3 2025 sales: CHF 906 million, down 3% in local currency and 9% in CHF due to a 6% negative currency translation; price +1%, volume -4%.

  • Q3 EBITDA before exceptional items: CHF 162 million, up 5% YoY; margin improved by 230 bps to 17.9%.

  • Reported EBITDA: CHF 159 million in Q3 (up 14% YoY), margin at 17.5% including CHF 3 million restructuring charges.

  • 9M 2025 EBITDA before exceptional items: CHF 521 million (up 4% YoY), margin 18.0%.

  • Q3 raw materials costs decreased 1% YoY, energy costs up 2%, logistics costs down 15%.

Outlook and guidance

  • 2025 local currency sales growth expected at the lower end of 1%-3% range due to weak industrial production and consumer sentiment.

  • EBITDA margin before exceptional items confirmed at 17%-18% for 2025; medium-term targets: 4%-6% CAGR sales growth and 19%-21% margin by 2027.

  • CapEx guidance for 2025 reduced to CHF 180 million, reflecting a shift to maintenance CapEx after major investments.

  • Reported EBITDA margin for 2025 expected between 15.0% and 15.5% due to exceptional items.

  • Continued focus on cash conversion, targeting ~40%.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Clariant earnings date

Logotype for Clariant AG
Q4 202527 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Clariant earnings date

Logotype for Clariant AG
Q4 202527 Feb, 2026

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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • 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.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage