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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.
Imerys
Imerys (NK) investor relations material
Imerys Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
9M 2026 revenue reached €2.624bn, up 2.0% like-for-like; adjusted EBITDA rose 10.3% to €450m, with margin expanding 0.8pp to 17.1%.
Q3 revenue increased 2.9% like-for-like to €884m; adjusted EBITDA grew 10.8% to €160m, lifting margin 1.2pp to 18.1%.
FY 2026 adjusted EBITDA guidance rose to €570m–€590m from €550m–€580m, assuming no material deterioration in operating conditions.
Financial highlights
9M volumes increased 0.4% and prices 1.6%; Q3 sales rose 7.0% reported and 2.9% like-for-like.
9M current operating income was €225m, up 10.3% like-for-like; reported operating income was €199m, up 0.8%.
9M net income, Group share, was €92m, down 16.3% reported; current net income was €116m versus €126m.
Q3 net income, Group share, was €43m, up 8.0%; current net income, Group share, rose 16.9% to €50m.
Outlook and guidance
FY 2026 adjusted EBITDA guidance increased to €570m–€590m from €550m–€580m; FY results were expected to be significantly above 2025.
Guidance assumes no material deterioration in operating conditions; inflationary pressures and challenging markets are expected to persist near term.
Priorities include disciplined pricing, margin protection, cost optimization, cash generation, financial discipline and strategic growth initiatives.
Project Horizon’s full-year savings target remained €50m–€60m; €30m had been delivered through Q3, ahead of schedule.
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Latest events from Imerys
- H1 2026 saw 1.8% revenue and 10% EBITDA growth, margin gains, and strong cash flow.NK
Q2 2026 - Stable results, €0.75 dividend, strategic focus on lithium, cost savings, and strong ESG progress.NKAGM 2026
- Q1 2026 saw modest growth and margin gains, offset by FX and restructuring impacts.NKQ1 2026
- Stable 2025 results, major goodwill impairment, and cost savings plus lithium investment ahead.NKQ4 2025
- Nine-month revenue fell 0.7% to €2,583m; EBITDA guidance and cost actions reaffirmed.NKQ3 2025
- Nine-month EBITDA margin rose to 19.2% as full-year guidance is confirmed.NKQ3 2024
- H1 2024 adjusted EBITDA up 11% to €384m, margin 20%, and net income from continuing ops up 25%.NKH1 2024
- All resolutions passed, with strong 2024 results, higher dividend, and strategic progress.NKAGM 2025
- Solid organic growth, margin expansion, and strong ESG progress despite non-cash net loss.NKH2 2024
Next Imerys earnings date
Q4 202618 Feb, 2027
Imerys
Next Imerys earnings date
Q4 202618 Feb, 2027
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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.