Clariant Ag · SIX:CLN
Clariant — Q3 2026 Earnings Presentation
15 slides from Clariant's earnings presentation, Nov 3, 2026
Slide 1: Third Quarter / Nine Months Figures 2026
Third Quarter / Nine Months Figures 2026 Analyst presentation Investor Relations 03.11.2026
Slide 2: Disclaimer
2 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Disclaimer This presentation contains certain statements that are the Company’s ability to continue to receive adequate neither reported financial results nor other historical products from its vendors on acceptable terms, or
Slide 3: Group performance
Greater ‘chemistry;
Slide 4: Third Quarter 2026 Key messages
4 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Third Quarter 2026 Key messages Sales of CHF 968.8 m – strong growth in CC3 and AA (pricing and volumes) – CA continued to be impacted by 48 % + 5.6 % Middle East (ME) conflict EBITDA b.e.i.4 margin 230 bps lower as continued
Slide 5: Q3 sales: strong pricing across all BUs with underlying volume growth
5 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Q3 sales:1 Strong pricing across all BUs with underlying volume growth in CC2 and AA; CA volumes remain impacted by Middle East conflict + 6.7 % LC excl. portfolio pruning + 1.3 % + 5.6 % LC reported 956.4 968.8 905.9 - 0.1 %
Slide 6: Q3 EBITDA b.e.i.: strong AA performance offset by two effects
6 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Q3 EBITDA b.e.i.:1 Strong performance in AA offset by two effects of broadly similar magnitude across Corporate costs and businesses Margin - 230 bps 162.0 - 80 bps 151.5 - 110 bps - 70 bps 17.9 % + 30 bps 15.6 % Strong pricin
Slide 7: Performance improvement programs achieve CHF 79 m run-rate savings
7 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Performance improvement programs (Investor Day 2024) achieve CHF 79 m run-rate savings, on track to deliver full CHF 100 m by 2027 Key levers: • SG&A reduction Programs • Footprint optimization Run-rate savings of CHF 100 m •
Slide 8: Q3 2026 Business performance
Q3 2026 Business performance
Slide 9: Third Quarter 2026 Care Chemicals
9 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Third Quarter 2026 Strong growth driven by pricing in Care Chemicals industrial businesses and Sales1 (in CHF m) Personal & Home Care + 8.7 % LC excl. portfolio pruning – Price: Strong increase related to time-lag of formula-b
Slide 10: Third Quarter 2026 Catalysts
10 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Third Quarter 2026 Positive pricing despite continued Catalysts ME impact, high margin comparable Sales1 (in CHF m) – Price: slightly up across the portfolio + 1.8 % + 1.3 % 0.0 % 171.0 + 3.7 % - 1.9 % 174.1 - 0.5 % 173.3 – V
Slide 11: Third Quarter 2026 Adsorbents & Additives
11 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Third Quarter 2026 Margin improvement driven by Adsorbents & Additives strong top-line in Additives Sales (in CHF m) + 6.4 % + 7.9 % – Price: up in all segments to offset inflationary raw 244.3 + 5.4 % + 1.0 % 0.0 % 259.9 + 1
Slide 12: Group Outlook
LARIANT Greater chemistry -
Slide 13: Guidance 2026 remains unchanged in challenging and volatile market environment
13 Third Quarter / Nine Months Figures 2026 Investor Relations, 03.11.2026 Guidance 2026 remains unchanged in challenging and volatile market environment impacted by Middle East conflict 2026 guidance (Q2) External factors Internal factors 2026 guidance (Q3) – Middle East (ME) conflict with – Portfo
Slide 14: Questions & Answers
CLARIANT™ Questions & Answers Greater chemistry
Slide 15: Thank you
Thank you We place great value on understanding the current views of our investment community. Therefore, we would greatly appreciate your input and feedback via www.clariant.com/Investors/Feedback. Your information will be collected via the secure platform of QuantiFire, who manages this process on