Why did Arkema maintain its 2026 EBITDA growth guidance despite a 14% drop in Q1 EBITDA and a 44.7% plunge in net profit?

Arkema maintained its 2026 guidance because it expects its regionalized manufacturing footprint to mitigate Middle East war–driven supply chain disruptions, while major growth projects—set to deliver around €50 million additional EBITDA in 2026 versus 2025—and continued focus on specialties (especially adhesive solutions and high-performance polymers) will drive improved momentum in the second quarter; the company also emphasized tight cost control, pricing adjustments to offset raw material, energy and logistics inflation, and resilience demonstrated in Q1 despite weak January–February performance.

What specific operational and strategic measures is Arkema taking to counter the impact of the Middle East war on its business?

Arkema is adjusting its pricing policy to offset inflation in raw materials, energy, and logistics costs; tightly managing operations and fixed costs to counter inflation; leveraging its regionalized manufacturing footprint to serve customers locally; advancing major growth projects expected to generate ~€50 million incremental EBITDA in 2026; maintaining capital expenditure at ~€600 million to allow targeted investments in attractive markets; and sustaining strategic execution toward specialties, particularly adhesive solutions and high-performance polymers.

Arkema maintains guidance despite disruption caused by Middle East war

May 6, 2026

Arkema confirmed its 2026 EBITDA growth forecast despite Middle East war disruptions impacting raw materials and energy costs. Although Q1 net profit dropped 44.7%, the company expects resilience through cost management and specialty material growth.

chemweek

Arkema maintains guidance despite disruption caused by Middle East war

chemweek

2026-05-06

Arkema maintains guidance despite disruption caused by Middle East war

Arkema maintains guidance despite disruption caused by Middle East war

FAQ