The earnings call presented a balanced view with notable achievements such as margin improvement, strategic asset sales, and cash flow generation. However, these were tempered by volume declines, foreign exchange challenges, and regional market weaknesses, especially in North America and Turkey.

Company Guidance -

Q3 2025

During the AkzoNobel Q2 2025 results call, CEO Greg Poux-Guillaume highlighted several metrics and strategic moves amidst challenging market conditions. The company achieved a 40 basis point increase in gross margin year-on-year and a 60 basis point rise in EBITDA margin, reaching 15%. Despite a 1% decline in volumes, AkzoNobel generated EUR 162 million in free cash flow, overcoming a EUR 49 million cash out related to restructuring. The sale of Indian businesses for EUR 1.4 billion at 25x 2025 EBITDA was significant, while maintaining a royalty stream for coatings. Organic sales remained flat, with pricing up 2% but a 1% negative mix impact. The adjusted EBITDA was EUR 393 million, or EUR 417 million when adjusted for foreign exchange (ForEx), which had a 5% negative impact on revenue. The first half saw net OpEx savings of EUR 35 million, with an adjusted EBITDA of EUR 750 million, or EUR 781 million corrected for ForEx. AkzoNobel's adjusted leverage ratio stood at 2.9x, expected to decrease to 2.3x by year-end. The company maintained its full-year EBITDA guidance at EUR 1.48 billion, despite ongoing ForEx challenges, emphasizing pricing discipline and structural cost reductions as key drivers for achieving a mid-term EBITDA margin target above 16%.

Gross Margin and EBITDA Improvement

Gross margin was up 40 basis points year-on-year, and EBITDA increased by 60 basis points due to lower operating expenses from efficiency actions.

Sale of Indian Businesses

Most of the Indian businesses were sold at 25x 2025 EBITDA for EUR 1.4 billion, maintaining a royalty stream for coatings.

Free Cash Flow Generation

Generated EUR 162 million of free cash flow despite EUR 49 million in restructuring-related cash outs.

SG&A Savings

SG&A program completed with more than EUR 150 million in recurring savings, with potential for further efficiency improvements.

China Volume Rebound

Volumes rebounded strongly in China with high single-digit growth, supported by improving demand and pricing stability.

Akzo Nobel (AKZOY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AKZOY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.44 / -	0.409	―	―	―
Jul 22, 2025	2025 (Q2)	0.46 / 0.44	0.387	14.21% (+0.05)
Apr 23, 2025	2025 (Q1)	0.35 / 0.36	0.399	-10.78% (-0.04)
Jan 29, 2025	2024 (Q4)	0.26 / 0.20	0.151	29.14% (+0.04)
Oct 23, 2024	2024 (Q3)	0.42 / 0.41	0.349	17.19% (+0.06)
Jul 23, 2024	2024 (Q2)	0.42 / 0.39	0.342	13.16% (+0.04)
Apr 23, 2024	2024 (Q1)	0.33 / 0.40	0.267	49.44% (+0.13)
Feb 07, 2024	2023 (Q4)	0.24 / 0.15	0.057	164.91% (+0.09)
Oct 25, 2023	2023 (Q3)	0.43 / 0.35	0.187	86.63% (+0.16)
Jul 25, 2023	2023 (Q2)	0.44 / 0.34	0.287	19.16% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AKZOY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 22, 2025	$23.15	$22.42	-3.15%
Apr 23, 2025	$19.37	$20.54	+6.04%
Jan 29, 2025	$20.39	$19.36	-5.05%
Oct 23, 2024	$22.14	$21.29	-3.84%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Akzo Nobel (AKZOY) report earnings?

Akzo Nobel (AKZOY) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Akzo Nobel (AKZOY) earnings time?

Akzo Nobel (AKZOY) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AKZOY EPS forecast?

AKZOY EPS forecast for the fiscal quarter 2025 (Q3) is 0.44.

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