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Solvay (SLVYY)
OTHER OTC:SLVYY
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.11Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but balanced picture: the company demonstrated strong cash generation (EUR 350m FCF), meaningful structural savings (EUR 101m in 2025, cumulative EUR 211m), solid progress on decarbonization (Scope 1/2 emissions down 29% vs 2021) and continued selective strategic investments and social achievements. However, these positives were offset by notable near-term commercial and earnings headwinds — sales down 6%, volumes down 4%, underlying EBITDA down 13% to EUR 881m, high transformation and provision cash outs (approx. EUR 260m), and challenging markets for Soda Ash and Coatis driven by China overcapacity and tariffs. Management has set a more conservative 2026 EBITDA guidance (EUR 770–850m) and emphasized temporary stranded costs and ERP investments that will weigh on near-term performance, while retaining focus on cost control, cash and long-term competitiveness.Company Guidance
Strong Free Cash Flow Generation
Generated EUR 350 million of free cash flow in 2025 despite a weaker EBITDA, reflecting disciplined cash allocation, working capital optimization and limited CapEx (EUR 292 million, below the EUR 300 million guidance). Guidance for 2026 expects free cash flow to exceed EUR 200 million after covering EUR 90 million of transformation expenses.
Healthy Balance Sheet and Leverage
Underlying net debt of EUR 1.6 billion at year-end 2025, roughly stable versus 2024, with a leverage ratio of 1.8x, supporting the company's financial policy, dividend and investment-grade target.
Resilient Margins and EBITDA within Guidance
Underlying EBITDA of EUR 881 million in 2025 (down 13% year-on-year) with an underlying EBITDA margin close to 21%, noted as within the company's revised guidance range.
Large Structural Cost Savings Delivered
Achieved EUR 101 million of gross structural savings in 2025, bringing cumulative savings since start of the program to EUR 211 million and exceeding the 2025 target. Company expects cumulative savings around EUR 300 million by end-2026.
Significant Decarbonization Progress
Scope 1 & 2 CO2 emissions decreased by 29% versus 2021, close to the 2030 target of -30%; largest contributors were coal phaseout projects completed in 2024, with further energy transition projects (Dombasle cogeneration, Torrelavega project) progressing.
Selective Growth and Capacity Investments
Continued strategic investments: doubled electronic-grade hydrogen peroxide capacity in China, inaugurated BioSource silica production line in Livorno (Jan 2026), inaugurated rare earth workshop in La Rochelle, and completed new Soda Ash capacity in Green River — while keeping essential CapEx prioritized (~EUR 240 million).
Operational and Social Achievements
Launched major safety culture transformation program; severity of reportable injuries decreased; achieved 100% of own workforce receiving a living wage one year ahead of plan; 28.8% women in mid and senior management; biodiversity pilot launched with IUCN and 16% of lands under conservation/restoration at end-2025.
Proactive Industrial Footprint Optimization
Decisive actions to optimize footprint: closures (Salindres, Warrington, Povoa) and announced capacity reduction at Torrelavega (600,000 to 420,000 tonnes from Q3 2026) to align production with competitive, lower-carbon markets and preserve long-term competitiveness.
Dividend and Capital Allocation Discipline
Board proposed a total gross dividend of EUR 2.43 per share (including interim), and reiterated priority ordering for capital allocation: essential CapEx, stable/growing dividend, then variable options for future organic/inorganic investments.
SLVYY 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
SLVYY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $3.17 | $3.28 | +3.60% |
Nov 06, 2025 | $2.93 | $2.90 | -0.82% |
Jul 30, 2025 | $3.25 | $3.15 | -3.14% |
May 08, 2025 | $3.68 | $3.31 | -10.19% |
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 Solvay (SLVYY) report earnings?
Solvay (SLVYY) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Solvay (SLVYY) earnings time?
Solvay (SLVYY) earnings time is at May 07, 2026, 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 SLVYY EPS forecast?
SLVYY EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.