Finland's Kemira Q4 revenue misses estimates on market softness

Kemira Oyj

12/02/2026 06:38

Overview

Finland-based sustainable chemistry firm's Q4 revenue fell 8%, missing analyst expectations

Operative EBITDA for Q4 slightly missed estimates, declining 11% to EUR 119.9 mln

Company cites market softness and FX impact for revenue and EBITDA declines

Outlook

Kemira expects 2026 revenue between EUR 2,600 mln and EUR 3,000 mln

Operative EBITDA for 2026 expected between EUR 470 mln and EUR 570 mln

Company sees continued global economic uncertainty impacting end-markets

Result Drivers

MARKET SOFTNESS - Revenue decline attributed to market softness and FX impact across all business units

COST CONTROL - Packaging & Hygiene Solutions saw improved EBITDA margin due to cost control and profitability initiatives

ACQUISITION EXPANSION - Completed acquisition of Water Engineering, Inc. to expand Water Solutions into industrial water treatment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
EUR 663.70 mln
EUR 692 mln (4 Analysts)
Q4 EPS
EUR 0.07
Q4 Net Income
EUR 13.40 mln
Q4 Operative EBITDA
Slight Miss*
EUR 119.90 mln
EUR 121 mln (2 Analysts)
Q4 Operative EBIT
Miss
EUR 67.50 mln
EUR 76.33 mln (3 Analysts)
Q4 EBIT
EUR 23.70 mln
Q4 EBITDA
EUR 87.60 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

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

Wall Street's median 12-month price target for Kemira Oyj is €23.00, about 8.5% above its February 11 closing price of €21.20

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nWkr7LNDf0

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(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.)