Akoma's fourth-quarter performance is mixed, with a slight growth expected by 2026

LootboxPhobia · 2026-02-26T08:21:48+00:00

Arkema reports adjusted EBITDA of €248 million for Q4 2025, below market expectations. The company's total sales amounted to €2.105 billion, a 3.7% organic decline. The intermediates business performed strongly, while other divisions generally underperformed. EBITDA is expected to see slight growth in 2026, but demand conditions show no improvement. Free cash flow increased to €269 million, with net debt at €3.17 billion.

LootboxPhobia

2026-02-26 08:21:48

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Investing.com – Arkema (EPA:AKE) announced its adjusted EBITDA for Q4 2025 at €248 million, down 1% from analyst expectations and 3% below market consensus. The earnings were released on Thursday.

The French specialty chemicals company’s group sales for the quarter totaled €2.105 billion, a 3.7% organic decline, with prices down 1.6% and volume down 2.1%. Currency headwinds reduced sales by 2.9%.

The company’s intermediate business segment outperformed expectations, with an adjusted EBITDA of €46 million, 35% above forecasts. This segment’s sales grew organically by 13.2% to €175 million, driven by a 6.3% price increase and a 6.9% volume growth.

Other business segments underperformed analyst estimates. The advanced materials division reported an adjusted EBITDA of €113 million, 9% below expectations, with profit margins down 510 basis points year-over-year. This division’s total sales were €820 million, an organic decline of 1.8%.

The adhesives solutions division posted an adjusted EBITDA of €70 million, 1% below expectations, with sales of €631 million, a 3.8% organic decline. The coatings solutions division recorded an adjusted EBITDA of €32 million, 2% below forecasts, with organic sales down 11.9% to €472 million.

For fiscal 2026, Arkema expects EBITDA to grow slightly at constant exchange rates. Last year’s EBITDA was €1.25 billion. The company noted that currency effects will largely offset growth initiatives, with analyst expectations at €1.33 billion.

Arkema stated that demand conditions did not improve in the first quarter.

Operating cash flow for Q4 reached €549 million, up from €482 million in the same period last year. Free cash flow totaled €269 million, compared to €148 million in the prior year.

Net debt, including hybrid bonds, stood at €3.17 billion, equivalent to a net debt-to-EBITDA ratio of 2.5x. The company announced a dividend of €3.6 per share.

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