Clariant AG (CH:CLN)
:CLN
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 presents a predominantly positive operational and financial picture: strong margin expansion (EBITDA margin +180 bps), improved absolute EBITDA (+5%), and materially stronger cash conversion (42%, +10 pp) that exceeded medium-term targets. The company also highlighted meaningful sustainability and innovation progress, stronger customer and employee metrics, and tangible savings program delivery (63% of CHF 80m target achieved). Offsetting these positives are soft organic volumes (-1%), segment weaknesses (Adsorbents & Additives decline), working capital build that pressured cash flow timing, legal exposure from an ethylene cartel case (no provisions taken), and continued macroeconomic uncertainty with a cautious 2026 outlook that limits near-term margin upside. Overall, the positives (margin, cash, sustainability, innovation, and savings execution) outweigh the noted challenges, but management remains cautious about near-term market headwinds and segment-specific slowdowns.Company Guidance
Stable Full-Year Sales and Currency Impact
Reported sales for FY2025 were CHF 3.9 billion, flat in local currency. Reported figures were negatively impacted by currency translation of -6% for the year (Q4 experienced a -7% currency headwind).
Margin and Profitability Improvement
EBITDA before exceptional items increased 5% to CHF 679 million and EBITDA margin improved by 180 basis points to 17.8% year-over-year, driven by performance improvement programs and cost productivity across business units.
Strong Free Cash Flow and Conversion
Free cash flow rose 31% to CHF 273 million and free cash flow conversion reached 42%, an improvement of 10 percentage points versus 2024, exceeding the medium-term target of 40% ahead of schedule.
Q4 Operational Performance
Q4 sales were CHF 1.0 billion (+1% in local currency). Q4 EBITDA before exceptional items increased 10% with a margin of 17.1%, a 240 basis point improvement versus Q4 2024.
Business Unit Outperformance – Catalysts and Care Chemicals
Catalysts sales +5% in local currency with EBITDA up 22% to CHF 62 million and an EBITDA margin of 23.4% (vs 18.8% prior year). Care Chemicals sales +1% in local currency with EBITDA up 7% to CHF 96 million and margin of 18.3% (+220 bps).
Innovation and R&D Progress
Innovation sales rose to 18.8% of revenue (from 16.9% in 2024). R&D investment was sustained at 3% of revenue. The company received over 30 industry/customer awards and recognitions during 2025.
Sustainability Leadership and Emissions Reductions
Scope 1 & 2 GHG emissions fell 11% to 0.43 million metric tons in 2025; renewable electricity share increased from 69% to 76%. Scope 3.1 emissions were 6% lower at 2.4 million metric tons. Science Based Targets were approved and CDP scores ranked Clariant in the top 1% globally (A in climate & forests, A- in water security).
Customer and Employee Engagement Metrics Improved
Customer Net Promoter Score (cNPS) rose to 50 (from 45). Employee Net Promoter Score (eNPS) increased to 37 (from 34); employee participation was 88% and engagement 87%, both top-quartile positions vs peers.
Progress on Cost Savings Program
Investor Day savings 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 actions. Restructuring charges were CHF 63 million (below the original CHF 75 million expectation).
Digital & Commercial Rollouts
CLARITY cloud service nearly doubled utilization to over 220 customer plants and over 800 users across 38 countries, supporting catalyst management and plant performance monitoring.
CH:CLN 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
CH:CLN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | CHF7.87 | CHF8.31 | +5.59% |
Oct 30, 2025 | CHF7.13 | CHF7.16 | +0.35% |
Jul 31, 2025 | CHF8.49 | CHF8.40 | -1.06% |
Apr 29, 2025 | CHF8.81 | CHF9.11 | +3.40% |
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 (CH:CLN) report earnings?
Clariant AG (CH:CLN) is schdueled to report earning on May 08, 2026, TBA (Confirmed).
What is Clariant AG (CH:CLN) earnings time?
Clariant AG (CH:CLN) earnings time is at May 08, 2026, TBA (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 the P/E ratio of Clariant AG stock?
The P/E ratio of Clariant AG is N/A.
What is CH:CLN EPS forecast?
Currently, no data Available