ARKAY teams up with Semcorp to drive faster innovation and global deployment of high-performance battery separators across key markets.
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. (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.
| Specialty Retail Industry | Consumer Discretionary Sector | Mr. Thierry Le Henaff CEO | OTC PINK Exchange | 041232109 CUSIP |
| FR Country | 21,150 Employees | 22 May 2025 Last Dividend | - Last Split | - IPO Date |
Arkema S.A. is a global player in the specialty chemicals and advanced materials sector, engaging in the manufacture and sale of a wide range of products across the world. Founded in 2003 and based in Colombes, France, the company structures its operations around three primary segments: Adhesive Solutions, Advanced Materials and Coating Solutions, and Intermediates. These divisions cater to various industries, including construction, automotive, textiles, packaging, electronics, and water treatment, among others. Arkema aims to address the evolving demands of these sectors by providing innovative and sustainable solutions, thus positioning itself as a key contributor to the advancements within the chemical and materials industries.