Arkema Sa · EURONEXT:AKE
Arkema Sa — Non-Deal Roadshow (September 2026)
25 slides from Arkema Sa's roadshow presentation, September 2026
Slide 1: Arkema roadshow presentation
Arkema roadshow presentation September 2026
Slide 2: A vision shaped by the accelerating demand for high performance materials
A vision shaped by the accelerating demand for high performance materials A SIGNATURE “Be a Specialty Materials leader, offering innovative and sustainable FOR A VISION solutions to address our customers’ current and future challenges” Arkema - Roadshow Presentation - September 2026 2
Slide 3: A unique portfolio transformation over 20 years
A unique portfolio transformation over 20 years Refocusing on Specialty Materials and rebalancing geographical footprint 2005 2025 €5.7bn sales €9.1bn sales 28 acquisitions Acquisitions €5.5bn sales Segments 36% Specialty Materials 85% Primary Materials 20 disposals Disposals €3bn sales Regions Orga
Slide 4: Very significant improvement of our performance since spin-off
Very significant improvement of our performance since spin-off EBITDA EBITDA margin Arkema’s total shareholder return x 3.5 €1 €3.7 invested at on August 31st 13.8% €1,251m spin-off 2026 6.2% €355m Share price evolution (from May 18th 2006 to August 31st 2026) 2005 2025 2005 2025 Free Cash Flow Divi
Slide 5: Arkema today - 2025 overview
Arkema today - 2025 overview A leader in Specialty Materials with Markets a balanced geographical footprint Building & Construction 38% 34% 27% General Industry €9.1bn 26% 17% sales 28% 30% 33% Consumer goods & Electronics 15% 22% 5% Adhesive Solutions Advanced Materials Europe North America Transpo
Slide 6: 5 key markets at the heart of our growth strategy
5 key markets at the heart of our growth strategy Green energy and Advanced Sustainable Efficient buildings Health and electric mobility electronics lifestyle and goods and homes well-being ~15% sales growth YoY in H1’26 vs LY in batteries, electronics and 3D printing Arkema - Roadshow Presentation
Slide 7: High density of major projects focused on our 5 key markets
High density of major projects focused on our 5 key markets EBITDA contribution of major projects CAPEX €310m Bio-based Amino 11 and PA11 (Singapore, China) €260m PVDF for batteries, cables and semiconductors (China & US) UV curing resins for electronics and medical (China) €200m Additive for solar
Slide 8: Major projects execution progressing smoothly
Major projects execution progressing smoothly PVDF Rilsan® Clear China Singapore Start-up early 2026 +20% of Changshu site x3 Arkema’s global PVDF capacity Rilsan® Clear capacity Strong and accelerating demand across PVDF Asia-Pacific in all United States key markets Start-up mid-2026 Start-up expec
Slide 9: Tight management of our operations
Tight management of our operations Strict cost discipline Rigorous cash management Continuous cost saving actions Disciplined capex allocation • Leveraging global footprint in procurement • Capex < €600m in 2026 • Tightening operational expenses • Leaving space for targeted investments • Streamlinin
Slide 10: Strong achievements in CSR performance recognized by rating agencies
Strong achievements in CSR performance recognized by rating agencies Climate & environment Safety Per million hours worked 1.01 5 0,8 0.8 4 Energy 0.75 0,6 0.6 3 0.515 GHG emissions Scopes 1+2 2.0 0,4 0.4 0.35 2 Process safety Air event rate Water 0.30 0,2 0.2 1 Injury rate 0.7 0 0 2012 2015 2017 20
Slide 11: Attractive shareholder return
Attractive shareholder return Dividend per fiscal year (€/share) Dividend per share €3.60 for the year 2025 paid in May 2026 3.6 3.6 Total dividend for 3.5 c. €270m 2025 representing 3.4 3.0 around 70% of 2025 FCF Annual growth +5%/y of the dividend over the 2021-25 period 2021 2022 2023 2024 2025 A
Slide 12: Diversified financing resources
Diversified financing resources Figures in €m 1,100 • Issuance of a €500m green bond 900 in September 2025 (3.5% rate, 1.5% 8-year maturity) to refinance initial €300m green bond 700 4.25% Maturity date on 14 October 2026 500 500 500 • Net debt and hybrid bonds stable 400 0.75% 400 400 3.5% 3.5% YoY
Slide 13: Full year 2026 outlook
Full year 2026 outlook FY’26 outlook Arkema is confident of delivering its guidance of a FY’26 EBITDA slightly higher than 2025 at constant FX H2’26 perspectives Major projects +€50m EBITDA vs 2025 • Start of H2 in continuity with the demand trend Capex < €600m of recent months, within a challenging
Slide 14: Second-quarter 2026 results
Second-quarter 2026 results Extract from “Second-quarter 2026 results and outlook” presentation (30 July 2026) Arkema - Roadshow Presentation - September 2026 14
Slide 15: Q2'26 key takeaways
Q2’26 key takeaways Sales EBITDA Adjusted Recurring net income cash flow €2,428m €391m €129m €78m Organic growth +7.4% YoY Adj. EPS €1.70 WC at 15.8% of of 3.2% YoY 16.1% EBITDA margin (+7% YoY) annualized sales No material change in global demand compared to previous quarters A few pockets of growt
Slide 16: Arkema's Q2 performance driven by Adhesives and Coatings
Arkema’s Q2 performance driven by Adhesives and Coatings Adhesive Solutions Coating Solutions Strong EBITDA at €111m, up 7.3% YoY Significant growth in EBITDA, standing at €78m, up in both resins and additives Solid volumes growth in durable goods, subdued demand in packaging Refocused portfolio tow
Slide 17: Key figures
Key figures in €million Q2’26 Q2’25 Change H1’26 H1’25 Change Sales 2,427.8 2,395.5 +1.3% 4,609.6 4,776.3 -3.5% EBITDA 390.9 363.9 +7.4% 673.5 692.5 -2.7% Specialty Materials 352.1 342.2 +2.9% 630.4 666.3 -5.4% Primary Materials 57.7 44.3 +30.3% 90.5 75.0 +20.7% Corporate -19.0 -22.6 -47.4 -48.8 EBI
Slide 18: Sales increase driven by 3.2% organic growth
Sales increase driven by 3.2% organic growth Sales in €million +5.1% -1.2% -0.7% -1.8% Weakness in some Swift price Devaluation of Small plastic Performance adjustments to the US dollar additives businesses Additives end- offset sharp raw against the euro divestment market due to the material cost M
Slide 19: Adhesive Solutions (30.5% of Group sales in Q2'26)
Adhesive Solutions (30.5% of Group sales in Q2’26) Key figures Highlights Q2’26 in €m Q2’26 Q2’25 Change H1’26 H1’25 Change → Prices up 3.4%, driven by pricing actions notably in industrial adhesives, and positive Sales 735.4 715.8 +2.7% 1,406.5 1,431.0 -1.7% product mix EBITDA 111.0 103.5 +7.3% 199
Slide 20: Advanced Materials (36% of Group sales in Q2'26)
Advanced Materials (36% of Group sales in Q2’26) Key figures Highlights Q2’26 in €m Q2’26 Q2’25 Change H1’26 H1’25 Change → 2.1% price increase, up in most segment’s businesses Sales 872.0 899.6 -3.1% 1,678.3 1,757.4 -4.5% EBITDA 162.9 187.6 -13.2% 301.9 362.2 -16.7% → Volumes down 3.6% EBITDA margi
Slide 21: Coating Solutions (17.5% of Group sales in Q2'26)
Coating Solutions (17.5% of Group sales in Q2’26) Key figures Highlights Q2’26 in €m Q2’26 Q2’25 Change H1’26 H1’25 Change → Volumes up 5.7%, benefiting from significant Sales 422.4 402.6 +4.9% 813.5 825.7 -1.5% growth in Sartomer in all three regions and positive dynamic in waterborne resins in NA
Slide 22: Primary Materials (16% of Group sales in Q2'26)
Primary Materials (16% of Group sales in Q2’26) Key figures Highlights Q2’26 in €m Q2’26 Q2’25 Change H1’26 H1’25 Change Sales 389.3 368.5 +5.6% 695.5 744.7 -6.6% → Significant 16.0% price increase • Rise of acrylic monomers prices following EBITDA 57.7 44.3 +30.3% 90.5 75.0 +20.7% the start of the
Slide 23: Improved cash flow vs H1'25
Improved cash flow vs H1’25 in €million Q2’26 Q2’25 H1’26 H1’25 EBITDA 390.9 363.9 673.5 692.5 → Increase of working capital Taxes -49.7 -40.2 -71.6 -72.8 due to higher raw material prices Cash items included in the financial results -30.9 -29.9 -57.6 -53.1 and traditional seasonality Change in work
Slide 24: Net debt broadly stable YoY
Net debt broadly stable YoY in €million 2.9x LTM EBITDA 313 74 17 23 8 Dividends: €272m Interests paid on hybrid bonds: €41m 3,580 3,170 3,605 Rec. cash flow M&A FX and others 30/06/2025 31/12/2025 Rec. cash Exceptional M&A Dividends & FX and 30/06/2026 31/12/2025 Exceptionnals Dividends & Hybrid… Q
Slide 25: Disclaimer
Disclaimer Balance sheet, income statement and cash flow statement data, as well as data relating to the statement of changes in shareholders' equity and information by segment included in this press release are extracted from the condensed consolidated interim financial statements at 30 June 2026,