Clariant AG (XSWX:CLN)

Full Year 2025 Clariant AG Earnings Call Transcript

Feb 26, 2026 / 12:00PM GMT

Release Date Price: CHF8.31 (+5.59%)

Transcript

Key Points

Positve

Clariant AG (CLZNF) improved its Net Customer Promoter Score (CNPS) to 50 in 2025, indicating enhanced customer satisfaction.
The company successfully accelerated the rollout of its cloud-based service platform, Clarity, doubling its utilization to over 220 customer plants and 800 users in 38 countries.
Clariant AG (CLZNF) achieved a significant improvement in innovation sales, reaching 18.8% in 2025, up from 16.9% in 2024.
The company reduced its Scope 1 and 2 greenhouse gas emissions by 11% in 2025, with renewable electricity usage increasing from 69% to 76%.
Clariant AG (CLZNF) improved its EBITDA margin before exceptional items by 180 basis points to 17.8% in 2025, driven by performance improvement programs.

Negative

Clariant AG (CLZNF) faced a 6% negative currency translation effect on its reported sales figure.
Organic volumes decreased by 1% across the business units in 2025.
The company experienced a decline in sales in its absorbents and additives segment due to lower volumes.
Clariant AG (CLZNF) anticipates macroeconomic challenges and uncertainties to persist in 2026, with a projected reduction in chemical output growth.
The company expects a flat sales performance in local currency for 2026, with a negative top-line impact from portfolio pruning.

Operator

Ladies and gentlemen, welcome to the Clariant fourth quarter full year results 2025 conference call and live webcast. I am Valentina, the [Corosco] operator. I would like to remind you that all participants will be in mode, and the conference is being recorded.

(Operator Instructions) The conference must not be recorded for publication or broadcast. At this time, it is my pleasure to hand over to Andreas Schwarzwaelder, Head of Investor relations. Please go ahead, sir.

Andreas Schwarzwaelder

Clariant AG - Head of Investor Relations

Thank you, Valentina, and ladies and gentlemen, good afternoon. My name is Andrea Schwarzwaelder and it is my pleasure to welcome you to this call.

Joining me today are Conrad Keijzer Clariant's CEO, and Oliver Rittgen, Clariant's CFO. Conrad will start today's call by providing an update on the progress we have made on our purpose-led growth strategy and a summary of the full year 2025 financial highlights and savings programs. Followed by Oliver, who will guide us through the Q4 and business unit results. Konrad

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