Slide 1: Assemblée Générale 2026 – 21 mai 2026
Assemblée Générale 2026 – 21 mai 2026
Slide 2: 2025 Review
2025 Review Assemblée Générale 2026 – 21 mai 2026
Slide 3: 2025 key figures
2025 review 2025 key figures Sales Employees €9.1bn 20,700 EBITDA margin Countries 13.8% 55 Capital expenditure Production sites €636m 154 R&D expenditure R&D centers 3.1% 17 of sales Assemblée Annual Générale General 2026 Meeting – 21–mai 2026 2026 21 May 2026 3
Slide 4: Complementary specialty segments and balanced geographical footprint
3 complementary specialty segments 2025 review and a balanced geographical footprint Segments Regions 38% 34% 24% 28% 30% 33% 8% 5% Advanced Materials North America Adhesive Solutions Europe Coating Solutions Asia Intermediates Rest of the world Assemblée Générale 2026 - DRAFT Assemblée Annual Génér
Slide 5: Diversified end markets
Diversified end markets +16% 2025 review growth in 2025 on selected key markets Batteries 12% Health, water and nutrition 3D printing Sport 22% 26% 27% 13% Healthcare Consumer General Building and Transportation goods and industry construction and energy electronics Fluorospecialties Assemblée Annua
Slide 6: High cash generation in a challenging environment
2025 review High cash generation in a challenging environment Strict operational discipline Working capital €464m 12.5% €419m of sales at end-2025 vs 13.8% at end-2024 37% Cost savings 27% €90m in 2025 vs 2024 CAPEX 2024 2025 €636m Recurring cash flow (€m) in 2025 vs €761m in 2024 EBITDA to cash con
Slide 7: Our employees, pillars of our sustainable performance
Our employees, pillars of our sustainable performance Safety at the heart A firm commitment 2025 review of our operations to diversity Accidents per million Women in senior management hours worked (TRIR) and executive positions 0.8 31% 1.4 0.8 0.7 23% 30% 35% in 2019 in 2024 2030 target in 2019 in 2
Slide 8: A continuous improvement of our non-financial ratings
2025 review A continuous improvement of our non-financial ratings = Prime status AA rating A B- rating on Climate change A- on Water security Top 2% of the sector Assemblée Annual Générale General 2026 Meeting – 21–mai 2026 2026 21 May 2026 8
Slide 9: An attractive dividend policy
An attractive dividend policy Dividend 2025 review (in €/share) by fiscal year €3.60 / share Proposed for 2025 6.20% 3.0 3.4 3.5 3.6 3.6* Yield as of March 31, 2026 +5% / yr Over 2021-25 period 2021 2022 2023 2024 2025 * Proposal submitted to the vote of today's annual general meeting Assemblée Géné
Slide 10: 2025 highlights
2025 highlights Assemblée Générale 2026 – 21 mai 2026
Slide 11: Major industrial start-ups in 2025
2025 highlights Major industrial start-ups in 2025 Fluorospecialty for thermal management and insulation New Forane® 1233zd unit with a capacity of 15 kt US$60m investment in Calvert City (US) Additive for biofuels and refinery 35% increase of our global capacity of DMDS €130m investment in
Slide 12: Decarbonization investments supporting our climate plan
Decarbonization investments 2025 highlights supporting the execution of our climate plan Innovative purification Decarbonization of process in Carling Lacq/Mourenx site €130m €20m Investment Investment 20% 40% Decrease in site Reduction in site CO2 emissions SO2 emissions 25% 10% Energy
Slide 13: A leading position in the battery ecosystem
2025 highlights A leading position in the battery ecosystem Strategic partnerships New laboratory in CERDATO With global leaders in Solvent-free electrodes production battery separators (Semcorp and Senior) Production CO2 Space needed costs emissions in factories Around our high performance ma
Slide 14: Our cutting-edge polymers
2025 highlights Our cutting-edge polymers Best-in-class performance ZenimidTM Space environment polyimide film validation under real- for a Korean satellite world conditions solar array Exceptional mechanical stability Extreme radiation resistance High thermal integrity Assemblée Annual Générale
Slide 15: Our materials driving sustainable innovation
2025 highlights Our materials driving sustainable innovation 3D printing in Recyclable bio-based polymer speedboard Collaboration with a Use of Elium®, recyclable French design start-up thermoplastic resin Single piece in Prototype intended for a Rilsan® Clear speed record attempt transparen
Slide 16: A group recognized as employer of choice
2025 highlights A group recognized as employer of choice Top Employer Certification renewed in 10 countries for 2026 >80% of employees covered Internal survey Arkema Cares 84% of employees say they are satisfied with Arkema as a place to work Financial Times Europe’s Diversity Leaders 2026 R
Slide 17: A long-term philanthropic commitment
2025 highlights A long-term philanthropic commitment Sport dans la ville since 2019 Integration through sports of 4,700 young people Increased investment over the next three years CGénial Foundation since 2016 Discovering science and industry careers 21,000 students and 700 teachers exposed
Slide 18: 2025 financial performance
2025 financial performance Assemblée Générale 2026 – 21 mai 2026
Slide 19: 2025 key figures
2025 financial 2025 key figures performance Sales Adjusted net income €9,068m €328m -2.1% vs 2024 4.34 € per share at constant exchange rates EBITDA Recurring cash flow €1,251m €464m 13.8% EBITDA margin €419m in 2024 Assemblée Annual Générale General 2026 Meeting – 21–mai 2026 2026 21 May 2026 19
Slide 20: Adhesive Solutions
2025 financial Adhesive Solutions (30% of Group sales) performance 2025 key figures Overall weak demand Sales in industrial adhesives and €2,737m slowdown in the United States in the second half €2,722m in 2024 EBITDA Integration of Dow’s laminating adhesives in €365m its deployment phase €412m
Slide 21: Advanced Materials
2025 financial Advanced Materials (38% of Group sales) performance 2025 key figures Sales 2% organic growth in High Performance Polymers, supported €3,441m by key markets such as batteries, €3,562m in 2024 sports, 3D printing and healthcare EBITDA Positive dynamic in Asia and lower volumes in Eu
Slide 22: Coating Solutions
2025 financial Coating Solutions (24% of Group sales) performance 2025 key figures Sales Weak demand environment notably in construction and €2,176m decorative paints in Europe €2,455m in 2024 and in the united States EBITDA Low cycle conditions €194m in upstream acrylics €301m in 2024 Good re
Slide 23: Intermediates
2025 financial Intermediates (8% of Group sales) performance 2025 key figures Sales Decline in refrigerants in H1’25, mainly in the United €681m States, before an improvement €768m in 2024 observed in Q4 EBITDA Slight improvement of acrylics €162m in Asia, supported by higher volumes €198m in 20
Slide 24: A strict financial discipline
2025 financial A strict financial discipline A solid financial A successfully performance structure refinanced debt €3,170m Several operations in 2025 Net debt and hybrid bonds • Reimbursement of a €700m at end-2025 senior bond in January 2025 • Decrease by €70m • Issuance of a €400m hybrid bond
Slide 25: A new segmentation to better reflect Specialty Materials' performance
A new segmentation to better reflect Specialty Materials' performance 2025 financial performance 3 Specialty Materials Specialty segments Materials 85% • Resilient and structurally 38% growing platforms • Central to Arkema's long-term value creation 2025 17% sales 1 Primary Materials segment 30%
Slide 26: Resilience of Specialty Materials demonstrated over time
Resilience of Specialty Materials demonstrated over time EBITDA evolution between 2019 and 2025 (€m) 2025 financial performance Excluding Corporate Specialty Materials Key figures 17.1% 15.7% 210 bps 15.0% EBITDA margin range over 2019-25 period -5% Limited EBITDA decrease in 2025 vs 2024 at constan
Slide 27: Key 1st quarter figures and 2026 outlook
Key 1st quarter figures and 2026 outlook Sales 2025 financial performance 2026 outlook €2,182m €2,381m in Q1'25 A key priority of the Group is to address the impacts of the Middle East conflict and adjust its pricing policy to EBITDA offset the inflation of input costs €283m Arkema remains atten
Slide 28: Financial and non-financial resolutions
2025 financial Financial and non-financial resolutions performance Approval of the Company's and consolidated financial statements for 2025 (1st and 2nd resolutions) Appointment of Forvis Mazars & Associés as statutory auditor responsible for certifying the financial statements (12th resolution) I
Slide 29: Financial and non-financial resolutions
Financial and non-financial resolutions Delegations of authority to the Board to carry out a capital increase – Renewal of the delegations granted in 2024 2025 financial performance with the exception of the new 18th resolution With preferential subscription rights (PSR) (15th resolution) Ceiling:
Slide 30: Strategy
Strategy Assemblée Générale 2026 – 21 mai 2026
Slide 31: A vision shaped by the strong demand
A vision shaped by the strong demand Strategy for high-performance materials A SIGNATURE « Be a leader in Specialty Materials, offering innovative and sustainable FOR A VISION solutions, to meet our customers’ current and future challenges » Assemblée Annual Générale General 2026 Meeting – 21–mai 20
Slide 32: Years of transformation of the Group's profile
20 years of transformation of the Group's profile Sales Sales Strategy €5.7bn €9.1bn Intermediates 64% Refocusing on 85% 36% Specialty Materials Specialty 15% Primary Materials Specialty Materials Materials 2005 2025 North North America America 34% Europe 25% A rebalanced Europe 33% 57% geographical
Slide 33: Improvement of the Group's financial performance since creation
A very significant improvement of the Group's Strategy financial performance since its creation EBITDA Free cash flow x3.5 €390m vs 2005 < 0 in 2005 Average growth EBITDA margin of dividend 13.8% 9% 6.2% in 2005 per year since 2007 2025 data Assemblée Annual Générale General 2026 Meeting – 21–mai 20
Slide 34: Very active management of the portfolio of businesses
Strategy Very active management of the portfolio of businesses €5.5bn of sales Acquisitions 28 acquisitions €3bn Organic of sales €1bn Divestments of sales growth 20 divestments Assemblée Annual Générale General 2026 Meeting – 21–mai 2026 2026 21 May 2026 34
Slide 35: Significant CSR progress and strong commitment to decarbonization
Significant CSR progress and a Strategy strong commitment to decarbonization Safety Climate plan 1.5°C near-term targets Accidents (by 2030) validated by SBTi Rate per million hours worked Scopes 1 + 2 emissions 11.3 -67% in 2025 vs 2013 Sustainable offer 0.8 57% of sales 2005 contributing positivel
Slide 36: A return to shareholders among the best of the sector
A return to shareholders among the best of the sector Arkema's total Strategy Share price shareholder return (in €) €1 €3.7 140 120 Invested on May 18th 2026 at spin-off 100 80 Share price evolution (from May 18th 2006 to May 18th 2026) 60 40 27 20 +132% +93% 0 +87% May 2006 May 2008 May 2010 May 20
Slide 37: Five key markets at the heart of our growth strategy
Five key markets at the heart of our growth strategy Our end Strategy Key markets markets Transportation Green energy and & energy electric mobility Advanced Consumer goods electronics & electronics Sustainable lifestyle and goods Building & Efficient buildings construction and homes Health, water H
Slide 38: A strong density of projects to support our ambition
Strategy A strong density of projects to support our ambition North America Ashland Performance Adhesives Dow laminating adhesives Europe Additive for biofuels and refinery Pebax® for sports goods Low GWP fluorospecialties HF with Nutrien PVDF for batteries PI Advanced Materials (54%
Slide 39: Creation of a One Arkema platform dedicated to data centers
Strategy Creation of a One Arkema platform dedicated to data centers A broad One Arkema offer Building Power supply Insulation, Cables, energy waterproofing storage Electronics Cooling Component Air conditioning, assembly and chip cooling protection €100m Target sales in 2030 Assemblée Annual Généra
Slide 40: An R&D supporting a more sustainable future
Strategy An R&D supporting a more sustainable future An R&D focused on our key markets To develop a sustainable and differentiated offer Green energy and Advanced electric mobility electronics 226 Patents filed in 2025 > 90% Sustainable lifestyle Health and Efficient buildings Relating to sustainabl
Slide 41: Continuous innovation at the heart of battery cells
Strategy Continuous innovation at the heart of battery cells Structural New needs source of technology trends opportunities for Arkema Sustained growth in Electrode materials stationary storage • Higher energy density • Thicker electrodes Market shift in favor of LFP technologies • Reduced env
Slide 42: Strong assets in a constantly evolving market
Strong assets in a constantly evolving market A global presence A unique Strategic partnerships Strategy One Arkema offer Industrial footprint Joint innovation of the With key global players in the three regions, 3 Specialty Materials segments accross the value chain particularly in Asia Uni
Slide 43: A similar momentum for the pack and battery system
Strategy A similar momentum for the pack and battery system Major evolutions New opportunities for of the battery system our high-performance materials Ongoing research for Thermal management solutions design allowing higher energy density: cell to pack, Non-flammable materials cell to chassis
Slide 44: A climate trajectory aligned with our targets
A climate trajectory aligned with our targets Continuation of the Group's initiatives Strategy Scopes 1 & 2 GHG emissions (in Mt CO2e) 3.7 Scopes 1 & 2 - 48.5% Improved treatment of -48.7% Validated by SBTi Structural actions gaseous effluents in Lacq 2.1 process improvement, 1.9 1.9 energy effici
Slide 45: A strengthened commitment to water management
A strengthened commitment to water management Water withdrawals Strategy (in Mm3) Former Calvert City objective 109 Strengthened Modernization of an objective hydrogen chloride absorber 82 79 80 76 -30,000 m3 of water withdrawn per year 2019 2024 2025 Objectif 2030 2030 Boretto Reuse of 40,000
Slide 46: A sustainable offer with continuous growth
Strategy A sustainable offer with continuous growth More sustainable solutions Measurable avoided emissions Incellion El Cecabase® RT Bio 10 Batteries Road infrastructure 30% of CO2 Reduced emissions avoided replacement frequency Greater incorporation Increase of anode lifespan 57% of recycl
Slide 47: Internal acculturation: Go for the Planet program
Internal acculturation : Go for the Planet program Raise awareness and Strategy train employees Encourage internal initiatives Climate Fresk Awards across four categories 9,150 participants across Energy/climate, circularity, biodiversity, culture/engagement 26 countries 4 awards granted and 5
Slide 48: Governance
Governance Assemblée Générale 2026 – 21 mai 2026
Slide 49: Composition of the Board of Directors members
Governance Composition of the Board of Directors 14 members An experienced and diversified (including the Chairman and CEO) Board of Directors Excluding the Chairman and CEO, the directors' 73% competencies are as follows : Independence rate (1) Management of a listed company : 38% Industry: 69%
Slide 50: Evolution of Board of Directors: reappointment proposals
Evolution of Board of Directors: Governance reappointment proposals (4th to 7th resolutions) Marie-Ange DEBON Isabelle BOCCON-GIBOD Independent director Permanent representative of the Chairman of the Audit Fonds Stratégique de and Accounts Committee Participations*, director Broad high-level ex
Slide 51: Governance of the Board and committees in 2025
Governance of the Board and committees in 2025 Board of Directors Audit and Accounts Committee Governance 96% 97% Attendance rate Attendance rate 7 meetings including : 6 meetings 1 one-day seminar dedicated to strategy 2 executive sessions Nominating, Compensation and 1 session on site abroad
Slide 52: Compensation policy for directors
Compensation policy for directors Governance and compensation awarded in 2025 Compensation policy for directors (excluding the Chairman and CEO) 8th resolution Continuation of the distribution methods approved by the general meeting of 2024 Senior independent Board of Directors Committees director
Slide 53: Compensation policy for the Chairman and CEO
Compensation policy for the Chairman and CEO Governance (9th resolution) Policy approved for 4 years by the general meeting in 2024 by a vote of 94.91% and confirmed by the general meeting in 2025 by a vote of 96.50% Fixed annual Company car, executive officer unemployment compensation €1,150,000 Va
Slide 54: Elements of the 2025 compensation of the Chairman and CEO
Elements of the 2025 compensation of the Chairman and CEO subject to approval (11th resolution) Amount Description Governance Fixed Set for 4 years upon renewal of the term of office of the Chairman and €1,150,000 remuneration Chief Executive Officer on 15 May 2024. Set annually by the Board of Dire
Slide 55: Capital increase reserved for members of a Company savings plan
Capital increase reserved for members Governance of a Company savings plan (22nd resolution) Target 2.26% 5.08% 5.58% 4.89% 6.21% 5.78% 6.63% 7.56% 9.14% Continuation by the Group of its dynamic employee shareholder policy in 2026 in order to involve as many employees as possible in its developmen
Slide 56: Disclaimer
Disclaimer The information disclosed in this document may contain forward-looking statements with respect to the Disclaimer 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
Slide 57: Assemblée Générale 2026 – 21 mai 2026
Assemblée Générale 2026 – 21 mai 2026