Switzerland's Clariant Q4 sales rise 1% in local currency; sees flat 2026 sales growth

Clariant AG

26/02/2026 06:16

Overview

Switzerland specialty chemical firm's Q4 sales rose 1% in local currencies; 2025 sales flat

EBITDA margin before exceptional items improved by 240 basis points

Company achieved CHF 50 mln savings from performance improvement programs in 2025

Outlook

Clariant expects 2026 sales in local currency to be around flat

Company anticipates 2026 EBITDA margin before exceptional items at around 18%

Clariant aims for CHF 80 mln savings from performance improvement program by 2027

Result Drivers

VOLUME GROWTH - Strong volume growth in Catalysts and Care Chemicals drove Q4 sales increase

COST MANAGEMENT - Performance improvement programs achieved CHF 50 mln savings in 2025, boosting profitability

PRODUCT MIX - Positive product mix and operating leverage improved EBITDA margin

Company press release: ID:nGNEc709P0

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Sales
Meet
CHF 3.92 bln
CHF 3.92 bln (16 Analysts)
FY Net Income
-CHF 41 mln
FY EBIT
CHF 362 mln
FY EBITDA
CHF 643 mln
FY EBITDA Margin
16.40%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "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 Clariant AG is CHF8.00, about 1.7% above its February 25 closing price of CHF7.87

The stock recently traded at 10 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.)