What is Evonik's revised full-year 2026 adjusted EBITDA guidance, and how does it compare to the previous forecast?

Evonik has raised its full-year 2026 adjusted EBITDA guidance to €2.0–2.2 billion, up from the prior forecast of €1.7–2.0 billion. This upward revision reflects stronger-than-expected performance in Q2 2026, where preliminary data indicates adjusted EBITDA will reach €600–650 million—up ~23% year-on-year at the midpoint—and contributes to a first-half total of approximately €1.1 billion.

What were the key drivers behind Evonik's stronger Q2 2026 performance, and what near-term headwinds does the company anticipate?

The key drivers of Evonik’s stronger Q2 2026 performance were higher sales volumes, improved selling prices, and ongoing cost-cutting initiatives—with the Advanced Materials business segment delivering particularly strong results, aided by supply constraints facing Asian competitors due to raw material shortages. However, the company notes that these tailwinds are expected to ease later in the year as the Strait of Hormuz reopens and global maritime logistics stabilize, introducing uncertainty for the second half—though the Animal Nutrition business is expected to maintain positive momentum into Q3.

Evonik Raises Full-Year Guidance After Stronger-than-Expected Q2 Forecast

Jul 1, 2026

Evonik raised its 2026 full-year adjusted EBITDA guidance to €2–2.2 billion following a Q2 forecast of €600–650 million, up 23% year-over-year. The upgrade stems from higher volumes and prices, though supply chain risks remain.

ccin

2025-11-04

Evonik beats estimates despite weaker profits

2026-01-23

Argentina urged to adopt long-term industrialization plan to leverage Vaca Muerta shale wealth – Evonik exec

2026-02-05

Evonik Reports Higher Net Profit in Preliminary Results

2026-02-09

Evonik Launches PFAS-Free Liquid Additives

2026-02-10

Evonik to expand HTPB capacity in Germany