3. Aug 2026
Description
(AWP Alliance News) - Clariant's transcript of its Q2 2026 results analyst call showed management keeping full-year guidance unchanged, targeting sales around 2025 levels in local currency with EBITDA margin before exceptional items around 18%, despite ongoing disruption from the Middle East conflict. CEO Conrad Keijzer said Q2 sales were CHF 941 million with EBITDA margin before exceptional items of 18.2%, supported by 3% pricing gains that offset lower volumes and higher raw material costs.
CFO Oliver Rittgen said Catalysts sales fell 13.3% in local currency as volumes dropped 14.2% on Middle East order delays, while Care Chemicals delivered a 20.7% margin and Adsorbents & Additives posted 5.3% local-currency sales growth. Keijzer said the Amsterdam District Court dismissed Shell's ethylene damages claim in full, calling it an encouraging sign for other largely similar Dutch cases, while noting the ruling sets no precedent and can be appealed within three months.
Management raised the performance improvement run-rate savings target to CHF 100 million by 2027, expecting CHF 90 million by end-2026, with CHF 24 million restructuring charges booked in Q2 tied to additional headcount reductions.
https://docs.publicnow.com/DBB278149E8E384DC9144CD6FE8E344113772F2B
Disclaimer: This news brief was created using generative artificial intelligence. Clariant AG published the original content used to generate this news brief on August 03, 2026, and is solely responsible for the information contained therein.
