Arkema S/Adr (ARKAY) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.622 -- 00:00:05.707 Welcome to Arkema's full year 2025 results and outlook 00:00:05.707 -- 00:00:10.051 conference call. For your information, this call is being recorded. 00:00:10.051 -- 00:00:15.056 It will take place in a listen-only mode, and you will have the opportunity 00:00:15.056 -- 00:00:20.161 to ask questions after the presentation by pressing star and 1 on your 00:00:20.161 -- 00:00:25.627 touch-tone telephone. I will now hand you over to Thierry Le Henaf, Chairman 00:00:25.627 -- 00:00:30.570 and Chief Executive Officer. Sir, please go ahead. 00:00:30.592 -- 00:00:33.536 Thank you very much. Good morning, everybody. 00:00:33.536 -- 00:00:37.321 Welcome to Arkema's full-year 2025 results conference call. 00:00:37.321 -- 00:00:42.367 With me today are Marie-José, our CFO, and the Investor Relations Team. 00:00:42.367 -- 00:00:47.354 As always, the slides used during this webcast are available on our website, and together 00:00:47.354 -- 00:00:53.540 with Marie-José, we'll be available to answer your questions at the end of the presentation. 00:00:53.903 -- 00:00:56.043 In 2025, 00:00:56.309 -- 00:01:01.374 The macroeconomic environment was, as you know, particularly challenging, probably 00:01:01.374 -- 00:01:05.918 one of the most difficult our industry has faced in the last 20 years. 00:01:05.918 -- 00:01:10.322 The second part of the year, in particular, was marked by subdued demand across many 00:01:10.322 -- 00:01:17.027 end markets, the slowdown in the U.S. while Europe remained at low levels. 00:01:17.069 -- 00:01:22.534 This reflected ongoing cautiousness of economic actors as well as tight end inventory 00:01:22.534 -- 00:01:27.704 management and many of our customers. On the other hand, Asia continued to be the most 00:01:27.704 ...