Arkema S.A. (AKE) Earnings Call Transcripts
Arkema S.A.'s Latest Earnings Call - Q1 FY2026
Arkema S.A. reported its Q1 2026 earnings with revenues of EUR 2.2 billion, down 8.4% year-on-year, impacted by a 5.1% negative currency effect and a 3% decrease in selling prices. EBITDA reached EUR 283 million, slightly above expectations but down year-on-year due to currency impacts. Specialty Materials volumes increased by 1.5%, driven by strong demand in Asia. Management maintained its guidance for slight EBITDA growth at constant exchange rates for 2026, despite geopolitical uncertainties.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | EUR 2.2 billion (miss) |
| EBITDA | EUR 283 million (beat) |
| EBITDA Margin | 13% (positive) |
| Adjusted Net Income | EUR 65 million (inline) |
| Net Debt | EUR 3.3 billion (neutral) |
Guidance from management
Arkema maintained its guidance for slight EBITDA growth at constant exchange rates for 2026, despite ongoing geopolitical uncertainties.
What management said
My feeling and it is factored in the full year guidance. Last year, we were more, if you remember, H2, Q4, we were more around minus 25% compared to last year, then we are minus 14% in Q1, so you see that step by step, we catch up with last year, year-on-year. And I would say we ought to be comparable, I would say, Q2 '26 compared to last year, which would be a significant step up and which is really our road map to ...
I would say our -- it's clear that when you put a lot of emphasis on price increase, especially in a world where you have a war. We should not forget in Middle East is not what is going to very strongly. So let's say that we target more or less flattish volume, okay? And in this flattish volume guideline or context, we push the price, okay? So it's not exactly like in -- after COVID, where we are still to rationalize...
What analysts pressed on
Analysts expressed concerns about the impact of geopolitical tensions on supply-demand dynamics, particularly in upstream businesses. Questions also focused on the sustainability of demand in Asia and the potential for pre-buying effects in March.
Main topics on the call
- Specialty Materials Performance — Specialty Materials volumes increased by 1.5%, driven by strong demand in Asia. Management highlighted a 15% volume increase in high-growth markets such as batteries and healthcare. "Batteries once again delivered strong...
- Currency Impact — The depreciation of the U.S. dollar negatively impacted revenues by 5.1% and EBITDA by EUR 20 million. Management expects this impact to lessen from Q2 onwards.
- Geopolitical Challenges — The Middle East conflict affected supply chains and increased costs for raw materials and logistics. Arkema initiated pricing adjustments to offset these increases. "We remain agile in navigating this volatile environmen...
- Advanced Materials Outlook — Advanced Materials experienced a slow start but is expected to improve in Q2, supported by High Performance Polymers. "Momentum improved in March and Q2 should be up sequentially," noted management.
Read the full Arkema S.A. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Arkema S.A.
Arkema S.A. (AKE) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on ENXTPA and is based in FR. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 29 calls on record spanning February 27, 2020 to July 30, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 29 Arkema S.A. earnings call transcripts on record, spanning February 27, 2020 to July 30, 2026. Based on this history, Arkema S.A. reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.