Q4 2025 Kemira Oyj Earnings Call Transcript

Feb 12, 2026 / 08:30AM GMT

Release Date Price: $22.4

Transcript

Key Points

Positve

Kemira Oyj (KOYJF) maintained a healthy operative EBITDA margin of over 19% for the full year despite challenging market conditions.
The company successfully executed strategic investments, including the acquisition of Water Engineering in North America, enhancing its position in the fast-growing water services market.
Kemira Oyj (KOYJF) achieved an all-time high net promoter score, indicating strong customer satisfaction and loyalty.
The company made significant progress on sustainability targets, improving scores in CDP Water Security and Climate Change, and reducing CO2 emissions in line with SBTi commitments.
Kemira Oyj (KOYJF) continued to invest in growth initiatives, including the acquisition of SIDRA Wasserchemie in Germany, strengthening its position in the coagulant business in Europe.

Negative

Kemira Oyj (KOYJF) experienced a revenue decline of 8% in Q4, with revenues decreasing across all three business units.
The company faced challenges due to soft and uncertain markets, particularly impacting the industrial side of the Water Solutions business.
There was a negative impact from foreign exchange, primarily due to the weakening of the US dollar.
Kemira Oyj (KOYJF) incurred restructuring and streamlining costs totaling over EUR30 million, affecting comparability in Q4.
The company's earnings per share for the full year decreased to EUR1.18, down from EUR1.61 in the previous year.

Kiira Froberg

Kemira Oyj - Vice President, Investor Relations

Good morning and welcome to Kemira's Q4 and full-year '25 earnings conference. My name is Kiira Froberg and I'm the Head of Investor Relations at Kemira. Here with me today I have our President and CEO, Antti Salminen and our CFO, Petri Castren. This will be actually Petri's last and 50th earnings webcast as Kemira's CFO.

Before we start the actual presentation, I would like to remind you that our presentation today includes forward-looking statements. Next, Antti will cover our full year '25 and Q4 highlights, after which, he will discuss Kemira's Group level performance.

After that, Petri will talk about business unit performance and cover financials in a bit more detail. And then in the end, before the Q&A, Antti will discuss Kemira's strategic focus areas in 2026 and also talk about our financial outlook for the year. But now Antti the stage is yours, please go ahead. Thank you.

Antti Salminen

Kemira Oyj - President, Chief Executive Officer, Member of the Management Board

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