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Imerys (NK) investor relations material
Imerys Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Revenue for the first nine months of 2025 was €2,583 million, down 0.7% like-for-like year-over-year, reflecting weak industrial activity in Europe and subdued demand in North America.
Adjusted EBITDA for the nine months was €421 million (16.3% margin), nearly flat year-over-year like-for-like, supported by disciplined pricing and cost management.
Net income, Group share, for the nine months reached €110 million, a significant improvement from a €143 million loss last year, mainly due to the absence of non-recurring charges.
A comprehensive cost reduction and performance improvement program has been launched to restore profitability and simplify the organization.
Strategic initiatives include the agreement to acquire SB Mineração in Brazil, advanced discussions for a minority investment in the EMILI Lithium Project, and partnerships to expand the battery materials portfolio and decarbonize operations.
Financial highlights
Q3 2025 revenue was €827 million, down 1.3% year-over-year at constant scope and exchange rates; nine-month revenue was €2,583 million, down 0.7%.
Adjusted EBITDA for Q3 2025 was €140 million (16.9% margin); nine-month adjusted EBITDA was €421 million, down 20.9% year-over-year, mainly due to lower JV contributions and FX effects.
Net income, Group share, for Q3 was €39 million, compared to a €285 million loss last year due to non-cash expenses from asset disposals.
Current net income, Group share, for nine months was €126 million, down 41.2% year-over-year.
FX impact was -€47 million, mainly from USD devaluation.
Outlook and guidance
Full-year 2025 adjusted EBITDA guidance is confirmed at €540–580 million, assuming stable macroeconomic conditions and exchange rates.
No significant market recovery is expected in the near term; cost actions are being accelerated to restore profitability.
European volumes are expected to improve in Q4, aided by anti-dumping measures on Chinese mineral imports.
U.S. recovery is anticipated in the second half of 2026; Europe is expected to rebound next year, though the magnitude is uncertain.
EMILI investor's role and pilot plant impact?
Scope of new cost reduction program?
Long-term strategy for Quartz JV value?
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Frequently asked questions
Imerys S.A. is a French multinational company specializing in the production and processing of industrial minerals. It is a leading provider of mineral-based solutions, offering a diverse product portfolio that includes kaolins, carbonates, mica, clays, abrasives, monolithic refractories, graphite powders, talc, porcelain, raw materials for floor tiles, and other related products and minerals. Imerys supports a wide range of sectors, from construction and automotive to consumer goods, through its solutions based on processing and refining mineral resources, synthetic minerals, and formulations. The company's operations span over 40 countries, employing over 16,000 people worldwide. Imerys is headquartered in Paris, France, and its shares are listed on the Euronext Paris.
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