Arkema Sa · EURONEXT:AKE
Arkema Sa — Bank of America Global Adhesives & Coatings Virtual Fieldtrip (June 2026)
13 slides from Arkema Sa's conference presentation, June 2026
Slide 1: Bank of America Global Adhesives & Coatings Virtual Fieldtrip
Bank of America Global Adhesives & Coatings Virtual Fieldtrip Laurent PEYRONNEAU Senior Vice President Adhesive Solutions Member of Arkema Executive Committee June 2026
Slide 2: Arkema 2025 overview
Arkema 2025 overview Specialty Materials Adhesive Solutions 85% 20,700 employees 30% €2.7bn Sales 55 countries 38% €9.1bn Sales Advanced Materials 154 17% production sites Coating Solutions 15% 3.1% of sales allocated to R&D Primary Materials BofA Global Adhesives & Coatings Virtual Fieldtrip June 2
Slide 3: Arkema is #3 global adhesives & sealants player
Arkema is #3 global adhesives & sealants player 2025 figures €2.7bn ~80 ~30 2.3% 7,100 Sales Production Technical R&D intensity Headcount sites centers Markets 35% 22% 9% 9% 7% 18% Hygiene & Construction Packaging Consumer Mobility Others Health care Sales by region NA EU Asia RoW 31% 43% 19% 7% Bof
Slide 4: Adhesives & Sealants is a large and diversified growing market
Adhesives & Sealants is a large and diversified growing market Adhesives & Sealants Market +3% annual growth expected in 2025-2030 By end Market By Region Urbanization and higher living standard ~57bn€ ~57bn€ More sophisticated products in construction & packaging 14% Others Rest of the World 33% El
Slide 5: Contributing to the consolidation of the adhesives market
Contributing to the consolidation of the adhesives market Major acquisitions Sales, €bn EBITDA, €m Bostik 2015 +6%/y X2.3 2.7 365 Den Braven 1.5 2016 157 2015 2025 2015 2025 Ashland Performance Adhesives 2022 Dow Flexible Packaging Adhesives 2025 figures 2024 €256m 3.1% REBIT Capex intensity BofA Gl
Slide 6: Superior growth on strategic platforms
Superior growth on 4 strategic platforms High performance Pressure-sensitive Durable goods Flexible packaging sealants adhesives (PSA) adhesives #4 worldwide #2 worldwide #3 worldwide Significant position in high-value niches Construction Transportation Food Pharmaceutical HVAC Paint protection Engi
Slide 7: A strategy to create lasting value
A strategy to create lasting value OUR STRATEGIC PILLARS: TO GUARANTEE: Build and reinforce our global leadership Cutting-edge, in our 4 strategic platforms specialized solutions Increase exposure to fast-growing Customer proximity and broad regions & markets market coverage Invest in R&D to push th
Slide 8: High Performance Sealants: leading technologies and brands
High Performance Sealants: leading technologies and brands Main markets Clear technology Major brands differentiation • Leader in SMP, solid in PU 80% 20% • Biobased and more sustainable Mobility & products Construction Industry A global manufacturing Strong offer with flagship footprint products Am
Slide 9: Flexible Packaging: the largest product & technology portfolio
Flexible Packaging: the largest product & technology portfolio Main markets Broadest product portfolio Unique high-value in the industry technologies • Vitel® 80% 10% • M-Resin® Health & • Heat-seal Lacker Food & Beverage Personal Care • High-performance lamination Ambition & priorities Strong posit
Slide 10: Pressure Sensitive Adhesives: a strong position in high-performance applications
Pressure Sensitive Adhesives: a strong position in high-performance applications Main markets Major player in high- Broadest technology performance applications portfolio in the industry • Solvent-based PSA • Hot-melt PSA 20% 10% • Water-based PSA Mobility Construction Paint Graphics Medical • UV PS
Slide 11: Durable Goods Adhesives: a broad set of technologies
Durable Goods Adhesives: a broad set of technologies Main markets Attractive markets Broad technology portfolio and strong R&D with strong growth & profitability 35% 25% Mobility Construction Electronics Battery Data centers Ambition & priorities Leadership in specialty Differentiation through hot-m
Slide 12: Disclaimer
Disclaimer The information disclosed in this document may contain forward-looking statements with respect to the financial condition, results of operations, business and strategy of Arkema. In a context of significant geopolitical tensions, where the outlook for the global economy remains uncertain,
Slide 13: arkema.com
arkema.com
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