Arkema S.A. Sponsored ADR (ARKAY)
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Arkema & Semcorp Form Alliance to Advance Battery Separator Development
ARKAY teams up with Semcorp to drive faster innovation and global deployment of high-performance battery separators across key markets.
Arkema: Guidance Cut Priced In, Risk-Reward Turning More Attractive
Arkema's Q3 headwinds persist, but valuation now deeply discounts the cycle. ARKAY's Specialty businesses outperform, and cash generation holds up. We see limited downside after two guidance cuts and meaningful upside from cyclical normalization, niche growth areas, margin recovery, and deleveraging.
Arkema S.A. (ARKAY) Q3 2025 Earnings Call Transcript
Arkema S.A. (OTCPK:ARKAY) Q3 2025 Earnings Call November 7, 2025 5:00 AM EST Company Participants Thierry Le Hénaff - Chairman & CEO Marie-José Donsion - Chief Financial Officer Conference Call Participants Martin Roediger - Kepler Cheuvreux, Research Division Thomas Wrigglesworth - Morgan Stanley, Research Division Matthew Yates - BofA Securities, Research Division Georgina Iwamoto - Goldman Sachs Group, Inc., Research Division Jean-Luc Romain - CIC Market Solutions (ESN), Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division James Hooper - Sanford C.
Arkema: Resilient Margins, Cost Discipline, And Valuation Upside
Arkema's management doubled cost-saving target to €100 million and maintained tight control over working capital and CAPEX. With a 2025 outlook cut, we believe Arkema is unlikely to be adversely affected by any forthcoming guidance revisions from Wall Street. ALKAY's valuation remains attractive relative to historical averages, offering a compelling entry point for long-term investors. We remain buyers.
Arkema S.A. (ARKAF) Q2 2025 Earnings Call Transcript
Arkema S.A. (OTCPK:ARKAF) Q2 2025 Earnings Conference Call July 31, 2025 5:00 AM ET Company Participants Marie-José Donsion - Chief Financial Officer Thierry Le Henaff - Chairman & CEO Conference Call Participants Aron Ceccarelli - Joh.
Arkema to Invest $20M to Build New Rilsan Clear Unit in Singapore
ARKAY to invest $20 million in Rilsan Clear unit in Singapore, which will triple its global production capacity of transparent polyamides.
New Strong Sell Stocks for June 24th
BRDCY, ARKAY and BCSF have been added to the Zacks Rank #5 (Strong Sell) List on June 24 2025.
Arkema Completes 400 Million Euros Undated Hybrid Bond Issuance
The funds raised will primarily be used to refinance one of ARKAY's two existing hybrid bonds valued at 300 million euros.
Arkema to Expand its Portfolio of Low-GWP Refrigerant Solutions
ARKAY is expanding its range of next-generation refrigerants by offering HFO blends under its Forane brand.
Arkema S.A. (ARKAF) Q1 2025 Earnings Call Transcript
Arkema S.A. (OTCPK:ARKAF) Q1 2025 Results Conference Call May 7, 2025 5:00 AM ET Company Participants Thierry Le Hénaff - Chairman and CEO Marie-José Donsion - CFO Conference Call Participants Martin Roediger - Kepler Cheuvreux Aron Ceccarelli - Berenberg Alex Stewart - Barclays Chetan Udeshi - JPMorgan Emmanuel Matot - ODDO BHF Geoff Haire - UBS Tony Jones - Redburn Atlantic James Hooper - Bernstein Matthew Yates - Bank of America Laurent Favre - BNP Paribas Exane Tom Wrigglesworth - Morgan Stanley Thierry Le Hénaff Hello.
Arkema: US-Based Plants Provide Tariff Shield
Arkema's 2024 performance was solid with a net profit of 354M EUR and a robust free cash flow of 680M EUR, despite slight revenue growth. The company's balance sheet is strong with a net debt of 2.16B EUR, representing just 1.5 times the lease-adjusted EBITDA. Despite potential market volatility in 2025, Arkema's diversified production facilities in North America mitigate risks from Trump's tariffs.
Arkema Inks New 8-Year Biomethane Supply Agreement With ENGIE
This contract represents a significant advancement in ARKAY's energy transition, demonstrating its dedication to actively reducing its carbon footprint.
