Clariant AG (DE:CLRN)
FRANKFURT:CLRN
Earnings Data
Report Date
May 08, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive operational and financial performance for FY2025: Clariant delivered improved profitability (EBITDA +5%, +180 bps margin), substantially stronger cash conversion (42%, +10 ppt), progress on the CHF 80m savings program (CHF 50m achieved), and notable sustainability and customer/employee engagement improvements. These positives were partially offset by modest volume declines, currency headwinds, the underperformance of Adsorbents & Additives, working capital build-up, ongoing macroeconomic uncertainty, and litigation risk. Management expects 2026 sales roughly flat in local currency and modest margin progression to ~18% while highlighting persistent market and inflationary headwinds and that a fuller recovery in segments like Catalysts is likely conditional on broader market improvement in 2027+. Overall, the call signals that operational execution and cash generation are strong, but external demand and some segment-specific headwinds limit near-term upside.Company Guidance
Improved Profitability
EBITDA before exceptional items increased 5% to CHF 679 million for FY2025; EBITDA margin before exceptional items improved by 180 basis points to 17.8% (from 16.0% in 2024). Q4 EBITDA before exceptional items rose 10% with a margin of 17.1% (+240 bps YoY).
Strong Cash Generation and Conversion
Free cash flow increased 31% to CHF 273 million and free cash flow conversion improved to 42%, a 10 percentage point increase versus 2024, already exceeding the medium-term 40% target.
Sales Stability in Tough Environment
Reported full-year sales were CHF 3.9 billion and flat in local currency despite a negative currency translation effect of approximately -6% for the year; Q4 sales were CHF 1.0 billion (+1% in local currency).
Progress on Cost Savings Program
Investor Day program run-rate target CHF 80 million by end-2027: CHF 50 million achieved in 2025 (63% of target), including CHF 19 million in Q4 and CHF 22 million from procurement initiatives; restructuring charges were CHF 63 million (below prior expectation of CHF 75 million).
Innovation and R&D Momentum
Innovation sales increased to 18.8% of revenue in 2025 (from 16.9% in 2024); R&D investment maintained at ~3% of revenue; innovation pipeline earned over 30 industry/customer awards.
Sustainability Leadership and Emissions Reductions
SBTi-approved targets: absolute Scope 1 & 2 emissions reduction target of 47% and Scope 3 reduction of 28% vs 2019 base. Scope 1 & 2 emissions fell 11% to 0.43 million metric tons; renewable electricity share rose from 69% to 76%; Scope 3.1 fell 6% to 2.4 million metric tons. Achieved top 1% CDP leadership with A in climate change and forests, A- in water security.
Customer and Employee Engagement Improvements
Customer Net Promoter Score (cNPS) rose to 50 from 45 (top-quartile vs peers). Employee Net Promoter Score (eNPS) increased to 37 from 34, employee participation 88% and engagement 87% (top quartile); safety improved with DART rate down to 0.13 from 0.17.
Segment-Level Outperformance (Catalysts & Care Chemicals)
Catalysts: Q4 sales +5% in local currency; EBITDA before exceptional items +22% to CHF 62 million, margin 23.4% (vs 18.8% prior). Care Chemicals: Q4 sales +1% LFL, EBITDA CHF 96 million (+7%), margin 18.3% (+220 bps).
Platform & Digital Adoption
CLARITY cloud-based catalyst management utilization nearly doubled to >220 customer plants and >800 users across 38 countries by end-2025, supporting customer operations and retention.
Shareholder Distribution
Proposing a stable distribution to shareholders of CHF 0.42 per share, reflecting confidence in cash generation and balance sheet management.
DE:CLRN Earnings History
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
DE:CLRN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | €8.79 | €8.90 | +1.31% |
Oct 30, 2025 | €7.68 | €7.72 | +0.52% |
Jul 31, 2025 | €9.33 | €9.03 | -3.22% |
Apr 29, 2025 | €16.84 | €16.84 | 0.00% |
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 Clariant AG (DE:CLRN) report earnings?
Clariant AG (DE:CLRN) is schdueled to report earning on May 08, 2026, TBA (Confirmed).
What is Clariant AG (DE:CLRN) earnings time?
Clariant AG (DE:CLRN) earnings time is at May 08, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Clariant AG stock?
The P/E ratio of Clariant AG is N/A.
What is DE:CLRN EPS forecast?
Currently, no data Available