Solvay: Why I Added To My Position In This High Yielding Stock
Solvay (SOLB) faces profitability headwinds from weak soda ash markets and restructuring costs, but remains an undervalued cash flow generator. 2026 is expected to be weaker than 2025, with free cash flow guidance of €200M and elevated transformation-related outflows. Management is committed to maintaining the €2.43 per share dividend, representing a yield above 9%, despite tight coverage in 2026.
Solvay SA (SLVYY) Q4 2025 Earnings Call Transcript
Solvay SA (SLVYY) Q4 2025 Earnings Call Transcript
Solvay: I'm Still A Buyer Of This High-Yielding Chemical Company
Solvay SA maintains robust free cash flow and dividend coverage, despite market concerns about payout sustainability. SVYSF Q3 and 9M 2025 results confirm underlying EBITDA strength, with full-year guidance reaffirmed and capex tightly managed at €300M. Rare Earth Elements separation offers a strategic growth lever, with La Rochelle positioned to supply 30% of Europe's needs by 2030.
Solvay of Belgium Creates Rare Earths Deals With U.S.
The contracts are the latest sign of how Europe is lagging the United States in the race to break China's chokehold on rare earths.
Solvay SA (SLVYY) Q3 2025 Earnings Call Transcript
Solvay SA (OTCPK:SLVYY) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Geoffroy d'Oultremont - Senior Investor Relations Manager Philippe Kehren - CEO, Chairman of Executive Committee & Director Lanny Duvall Alexandre Blum - Chief Financial & Strategy Officer and Member of Executive Committee Conference Call Participants Wim Hoste - KBC Securities NV, Research Division Hannah Harms - BNP Paribas, Research Division Katie Richards - Barclays Bank PLC, Research Division Matthew Yates - BofA Securities, Research Division Thomas Wrigglesworth - Morgan Stanley, Research Division Chetan Udeshi - JPMorgan Chase & Co, Research Division Tristan Lamotte - Deutsche Bank AG, Research Division Presentation Geoffroy d'Oultremont Senior Investor Relations Manager Good afternoon, everyone, and welcome to Solvay's Third Quarter and First 9 Months of 2025 earnings call. I'm Geoffroy d'Oultremont, Head of Investor Relations, and I'm joined here today on the call by our CEO, Philippe Kehren; our CFO, Alex Blum; and our COO, Lanny Duvall.
Solvay SA (SVYSF) Q2 2025 Earnings Call Transcript
Solvay SA (OTCPK:SVYSF) Q2 2025 Earnings Conference Call July 30, 2025 8:00 AM ET Company Participants Alexandre Blum - Chief Financial & Strategy Officer and Member of Executive Committee Geoffroy d'Oultremont - Senior Investor Relations Manager Philippe Kehren - CEO, Chairman of Executive Committee & Director Conference Call Participants Chetan Udeshi - JPMorgan Chase & Co, Research Division Hannah Harms - BNP Paribas Exane, Research Division James Hooper - Sanford C. Bernstein & Co., LLC.
Solvay SA: Mostly Regional Production, But There's Demand Uncertainty
Most businesses were doing well other than autocatalysis and soda ash, with soda ash being the main culprit for the net negative volume and pricing effects. Uncertainty around tariffs and macro caused the situation, though the effects in the coming quarters are mostly going to be on the demand side as their production is regionalised. The FY is expected, with gives and takes, to resemble the performance of the first quarter. Some fixed costs will rise, but some volumes should also recover.
Our exposure to tariffs is lower than people think, says Solvay CEO
Philippe Kehren, CEO of Solvay, discusses the chemical company's full-year results, and explains how the company plans to navigate pressures caused by macroeconomic uncertainty.
Solvay SA (SVYSF) Q4 2024 Earnings Call Transcript
Solvay SA (OTCPK:SVYSF) Q4 2024 Earnings Conference Call March 6, 2025 8:00 AM ET Company Participants Geoffroy d'Oultremont – IR Philippe Kehren – CEO Alexandre Blum - CFO Conference Call Participants Wim Hoste - KBC Securities Martin Roediger - Kepler Cheuvreux Thomas Wrigglesworth - Morgan Stanley Sebastian Bray - Berenberg Chetan Udeshi – JPMorgan Alex Stewart – Barclays Peter Clark – Bernstein Operator Good day and welcome to today's Solvay 2024 Full Year Results Conference Call. Throughout today's recorded presentation, all participants will be in a listen-only mode.
Solvay: Some Upside From Belgian Diversified Chemicals
Solvay, a Belgian chemical company, has transformed from a commodity to a specialty producer. Post-split, Solvay's fundamentals show stability with a solid cash flow and a 5.7% dividend yield, expected to rise to 8% in 2025. While Solvay is undervalued and a "Buy" at below €30/share, peers like BASF and Evonik offer clearer, safer upsides, making them more attractive.
Solvay: Trading At A 10% Free Cash Flow Yield With Further Growth
Solvay's restructuring expenses are temporary, and its robust cash flow and dividend yield make it attractive for both capital gains and income. The company reported strong 9M 2024 results with an underlying free cash flow per share of 2.88 EUR, despite higher Q4 capex expectations. Solvay aims for 300M EUR in annual cost savings by 2028, boosting EPS to around 4.5-4.7 EUR per share, with mid single-digit EBITDA growth.
We are seeing continuous improvement through the use of machine learning, Solvay CEO says
Jean-Marc Ollagnier, chairman of EMEA at Accenture, and Solvay CEO Philippe Kehren discuss the interplay between AI and decarbonization.
