Finland · Delayed Price · Currency is EUR Kemira Oyj Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profitability declined year-over-year amid weak global demand and rising costs, but the business remained profitable and continued executing its growth strategy. Cost-saving measures and price increases were initiated to offset inflation, with full-year guidance maintained despite ongoing market volatility.
Fiscal Year 2025
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Revenue and volumes declined amid weak markets, but profitability remained strong due to cost actions and stable pricing. Strategic acquisitions and investments continued, with a focus on water services and efficiency, while 2026 guidance reflects ongoing uncertainty and stable cost assumptions.
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Profitability remained strong with a 20% operative EBITDA margin despite a 5% revenue decline year-over-year, as cost containment and strategic investments offset weak demand. The Water Engineering acquisition and new growth initiatives support long-term targets.
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Q2 saw resilient 19% EBITDA margin despite revenue decline from weak Packaging and Hygiene Solutions and currency headwinds. Share buyback and cost improvement programs launched, with updated 2025 guidance reflecting continued market uncertainty.
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Profitability remained strong in Q1 2025 despite a soft market, with EBITDA margin at 19.1% and resilience in Water Solutions and Fiber Essentials offsetting weakness in Packaging and Hygiene Solutions. Growth investments and a higher dividend were announced, while outlook remains cautious amid ongoing uncertainty.
Fiscal Year 2024
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2024 marked the second best year ever, with strong margins, volume growth, and robust cash flow. Guidance for 2025 anticipates modest volume and price increases, continued investment in water and renewables, and a higher dividend payout.
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Q3 2024 saw strong margin performance and 2% organic growth, led by water treatment demand and robust volume gains. Outlook and financial targets remain unchanged, with continued investment in growth and sustainability, while pulp and paper recovery is delayed to 2025.
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A new strategy accelerates growth in water solutions and renewables, supported by a restructured organization and ambitious financial targets. Strong market positions, disciplined M&A, and a focus on sustainability and innovation underpin plans to double water revenues and expand into adjacent markets.
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Q2 2024 saw strong volume growth and margin improvement, with both main segments benefiting from market recovery and cost discipline. Upgraded full-year guidance was reiterated, and growth investments continued, including a strategic acquisition in water treatment.