Half Year 2026 Arkema SA Earnings Call Transcript
Key Points
- EBITDA rose 7% year-on-year to EUR391 million, with margin improving 90 basis points to 16.1%.
- Adhesive Solutions achieved its best-ever quarter, with EBITDA up 7% driven by mix shift and pricing actions.
- Coating Solutions delivered a strong recovery, with EBITDA significantly up and margin reaching 18.5%.
- High-Performance Polymers gained momentum from new business in batteries, 3D printing, and electronics.
- Growth projects contributed around EUR25 million additional EBITDA in H1, on track for full-year target of EUR50 million.
- Performance Additives were significantly down due to the Middle East crisis, weak demand in refining and fertilizers, and high sulfur costs.
- Overall demand environment remained weak in Europe and the US, with no recovery yet.
- Volumes were slightly down 1.8% year-on-year, reflecting subdued market conditions.
- Currency headwind of EUR10 million negatively impacted EBITDA.
- Fluoro Specialties underperformed expectations, though improvement is expected in H2.
Good morning. This is the conference operator. Welcome, and thank you for joining the Arkema second quarter 2026 results and outlook conference call. (Operator Instructions)
At this time, I would like to turn the conference over to Mr. Thierry Le Hénaff, Chairman and Chief Executive Officer. Please go ahead, sir.
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Thank you very much. Good morning, everybody. Welcome to Arkema's Q2 2026 results conference call. Joining me today are Marie-José Donsion, our CFO, as well as the investor relations team.
To support this conference call, we have posted a set of slides which are available on our website. I will first comment the highlights of the quarter before letting Marie-José go through the financials. At the end of the presentation, as usual, we'll be available to answer your questions.
The second quarter was, as you know, marked by the challenging context in the Middle East. Oil and raw material prices,
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