France's Arkema 2025 EBITDA falls 18.3% amid weak demand

Arkema SA

26/02/2026 06:12

Overview

France chemical firm's 2025 sales fell 5% yr/yr amid weak demand

EBITDA for 2025 decreased 18.3%, impacted by low cycle conditions

Company achieved high recurring cash flow, well above its guidance

Outlook

Arkema targets slight EBITDA growth in 2026 at constant currencies

Company expects additional €50 mln EBITDA from major projects in 2026

Arkema plans capex of around €600 mln in 2026

Result Drivers

WEAK DEMAND - Arkema faced weak demand in the US and Europe, affecting sales and EBITDA, while Asia remained more dynamic

COST DISCIPLINE - Strict cost management helped offset fixed cost inflation, achieving €90 million in savings

MAJOR PROJECTS - Additional EBITDA contribution from major projects was around €60 million, though lower than expected

Company press release: ID:nBw3myfDxa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Sales
EUR 9.07 bln
FY Adjusted EPS
EUR 4.34
FY Adjusted Net Income
EUR 328 mln
FY EBITDA
EUR 1.25 bln
FY EBITDA Margin
13.80%
FY Net Debt
EUR 3.17 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 4 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Arkema SA is €62.00, about 2.9% above its February 25 closing price of €60.25

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)