Arkema S.A. Sponsored ADR (ARKAY)
Arkema S.A. (ARKAY) Q2 2026 Earnings Call Transcript
Arkema S.A. (ARKAY) Q2 2026 Earnings Call Transcript
Arkema Announces Expansion of Kynar PVDF Production Capacity in China
ARKAY expands Kynar PVDF capacity by 20% in China, targeting rising demand across EVs, energy storage and advanced industries.
Arkema S.A. (ARKAY) Q4 2025 Earnings Call Transcript
Arkema S.A. (ARKAY) Q4 2025 Earnings Call Transcript
ARKAY's New Rilsan Polyamide Unit Begins Operations in Singapore
Arkema launches a new Rilsan Clear polyamide unit in Singapore, tripling global capacity and establishing Asia's largest transparent polyamide base.
New Strong Sell Stocks for January 2nd
BCBP, ARKAY and GBNXF have been added to the Zacks Rank #5 (Strong Sell) List on January 2, 2026.
Arkema Plans to Sell Plastic Additives Business to Praana
ARKAY plans to sell part of its plastic additives business to Praana, including MBS and acrylic copolymers, to sharpen its focus on higher-value activities.
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.
