Arkema (AKE) AGM 2026 summary

Opening remarks and agenda

• Annual General Meeting held on 21 May 2026, reviewing 2025 performance and strategic direction.

Financial performance review

• 2025 sales reached €9.1bn, with an EBITDA margin of 13.8% and capital expenditure of €636m.

• Adjusted net income was €328m, recurring cash flow €464m, and working capital reduced to 12.5% of sales.

• Specialty Materials accounted for 85% of sales, with resilience shown despite a challenging environment.

• Segment performance: Adhesive Solutions (€2,737m sales), Advanced Materials (€3,441m), Coating Solutions (€2,176m), Intermediates (€681m).

• Net debt and hybrid bonds at end-2025 stood at €3,170m, with a 2.5x EBITDA ratio.

Dividend announcements

• Proposed dividend for 2025 is €3.60 per share, yielding 6.2% as of March 31, 2026, with a 5% annual growth over 2021-25.