Arkema Analysis (March) 2026 | Price, Valuation & Outlook

Arkema

ENXTPA:AKE

€ 55,70

+ €0,40 (0,72%)

55,70 €

+€0,40 (0,72%)

End-of-day quote: 03/26/2026

Arkema Stock Value

According to analysts, the current valuation of Arkema is Outperform.

Outperform

Arkema Company Info

EPS Growth 5Y

0,07%

Market Cap

€4,21 B

Long-Term Debt

€3,80 B

Quarterly earnings

05/07/2026 (E)

Dividend

€3,63

Dividend Yield

6,51%

Founded

2003

Industry

Materials

Country

France

Website

Arkema

ISIN Number

FR0010313833

Website

http://www.arkema.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

€63,00

13.11%

Last Update: 03/26/2026

Analysts: 16

Highest Price Target €80,00

Average Price Target €63,00

Lowest Price Target €44,00

In the last five quarters, Arkema’s Price Target has fallen from €180,83 to €103,13 - a -42,97% decrease. Nine analysts predict that Arkema’s share price will increase in the coming year, reaching €63,00. This would represent an increase of 13,11%.

Top growth stocks in the materials sector (5Y.)

What does Arkema do?

Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide. Business Segments The company operates through Adhesive Solutions, Advanced Materials, Coating Solutions, and Intermediates. Adhesive Solutions The Adhesive Solutions segment engages in providing tailored adhesive solutions across two primary business lines. The Construction and Consumer line focuses on products for construction, renovation, and do-it-yourself (DIY) applications, catering to a wide range...

Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide.

Business Segments

The company operates through Adhesive Solutions, Advanced Materials, Coating Solutions, and Intermediates.

Adhesive Solutions

The Adhesive Solutions segment engages in providing tailored adhesive solutions across two primary business lines. The Construction and Consumer line focuses on products for construction, renovation, and do-it-yourself (DIY) applications, catering to a wide range of markets, including automotive, textiles, and hygiene. The Industrial Assembly line specializes in high-performance adhesives used in the manufacture of durable goods, packaging, and non-woven materials. This segment is vital for providing technologies essential in building activities, offering products such as sealants, flooring adhesives, and waterproofing systems.

Advanced Materials

The Advanced Materials segment engages in creating innovative solutions that tackle key sustainability challenges. This segment comprises High Performance Polymers and Performance Additives. The High-Performance Polymers line includes specialty polyamides, PVDF, and polyimides, which are crucial for applications in various sectors. Performance Additives cover a range of interface agents that serve industries such as oil and gas, renewable energies, and consumer goods. This segment aids in the transition towards lightweight, eco-friendly materials, contributing to advancements in industries that address climate change and resource efficiency.

Coating Solutions

The Coating Solutions segment engages in producing a wide array of products used in decorative paints and industrial coatings. It combines Coating Resins and Coating Additives, providing innovative solutions for applications ranging from paper industry processes to high-growth markets like 3D printing and electronics. This segment is integral to delivering cutting-edge products that meet evolving consumer demands, ensuring that Arkema stays relevant in a rapidly changing marketplace.

Intermediates

The Intermediates segment engages in focusing on industrial intermediate chemicals, providing essential product lines utilized across multiple industrial sectors. This segment encompasses activities such as Fluorogases and Asia Acrylics, allowing Arkema to address the needs of diverse applications, including construction, refrigeration, and automotive industries. The strategic positioning in this market enables the company to cater to a wide array of industrial demands.

Business Strategy

The company business strategy emphasizes innovation and sustainability, aiming to deliver high-value solutions that meet the emerging needs of various industries. It also invests heavily in research and development to develop new technologies and meet market challenges effectively. This commitment to innovation is evident in company approach to creating products that align with sustainable practices, reducing the environmental impact of operations while facilitating the use of bio-based products. The strategic focus on geographical diversification allows company to leverage global market opportunities while maintaining a strong local presence in key regions. Recent strategic acquisitions, such as a controlling interest in PI Advanced Materials Co., Ltd., further underscore company’s commitment to expanding its portfolio and capabilities within key sectors.

Products and Services

The company offers a comprehensive range of products that cater to the diverse needs of its customers. Its core offerings include a wide variety of adhesive solutions specifically formulated for industrial assembly, construction, and consumer applications. These products range from high-performance adhesives used in the automotive and packaging industries to sealants and waterproofing solutions for construction projects. Additionally, the company produces advanced polyamides and other specialty polymers, delivering materials that provide superior performance in demanding applications across several sectors, including electronics and aerospace. Further, the company also provides performance additives designed to enhance the functionality of products across various markets, along with a broad spectrum of resins and additives serving the coating industry, including decorative paints and industrial coatings.

The company also provides various services to its customers, focusing on technical support and customized solutions. It also collaborates closely with clients to understand their specific needs and challenges, allowing it to deliver tailored services that enhance product performance and operational efficiency. This includes providing expertise in application development, formulation optimization, and performance testing, ensuring that customers receive the best possible support in utilizing company’s products. Additionally, the company also emphasizes sustainability in its service offerings, helping clients implement eco-efficient practices and solutions that align with their sustainability goals.

Geographical Markets Served

The company operates across multiple geographical markets around the world, including Europe, North America, Asia-Pacific, and Latin America. Its strategic positioning and local expertise enable the company to successfully navigate different market dynamics and regulatory environments, ensuring that it can effectively serve a diverse customer base across various regions.

Recent Acquisition

The company’s recent acquisitions include a controlling interest in PI Advanced Materials Co., Ltd., enhancing company technological capabilities and market presence. Such strategic moves underscore company’s commitment to expanding its portfolio and capabilities within key sectors.

Seasonality

The company’s business may experience fluctuations based on seasonal demand occurring within the construction and automotive industries. Specific segments, such as Adhesive Solutions, may display higher demand during warmer months when construction activities peak, impacting overall performance. It also closely monitors these trends to optimize production and inventory, adapting its strategies to align with seasonal variations in market demand.

Customers

The company serves a wide-ranging customer base across different industries, reflecting its versatile product portfolio. It also caters to thousands of clients, including major players in sectors such as automotive, construction, consumer goods, and electronics. This diverse customer base underscores the robustness of Arkema's business model and its capacity to address a variety of market demands, ensuring long-term partnerships and customer satisfaction.

Sales and Marketing Channels

The company utilizes a multi-faceted approach to marketing and distribution, engaging directly with customers through a combination of sales teams, distributors, and online platforms. This diverse strategy allows the company to effectively reach its target markets and tailor its messaging based on specific customer needs. By leveraging both traditional and digital channels, it also enhances its visibility and accessibility, ensuring that its products and services are readily available to clients across different regions.

Trade Name

The company holds numerous trade names and intellectual property rights, crucial for maintaining a competitive advantage within the industry. Well-known trade names include Bostik and Den Braven, which enhance brand recognition and customer loyalty.

History

Arkema S.A. was incorporated in 2003.

Arkema Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Chemical Industry:** 45% **Specialty Materials:** 35% **Coatings and Adhesives:** 20% **Top 3 Markets:** 1. **Europe:** 40% 2. **North America:** 30% 3. **Asia-Pacific:** 20% Arkema S.A. generates the majority of its revenues from the chemical industry, followed by specialty materi...

At which locations are the company’s products manufactured?

**Production sites of Arkema S.A.:** Arkema S.A. operates over 140 production sites worldwide. The company has a strong presence in Europe, North America, and Asia. In Europe, significant production facilities are located in France, Germany, and Italy. In North America, Arkema is active in the USA...

What strategy does Arkema pursue for future growth?

**Revenue Growth:** 8.5% (estimated for 2024) **R&D Investments:** 3.5% of revenue (2024) Arkema S.A. pursues a growth strategy that is strongly focused on innovation and sustainability. The company continuously invests in research and development to develop new environmentally friendly pro...

Which raw materials are imported and from which countries?

**Main raw materials:** Ethylene, Propylene, Acrylic acid, Methacrylic acid **Main importing countries:** USA, Saudi Arabia, China Arkema S.A. is a leading company in specialty chemicals that requires a variety of raw materials for its production. Among the most important raw materials are ethylen...

How strong is the company’s competitive advantage?

**Market share in specialty chemicals:** 5% (estimated, 2024) **Research & development expenses:** 3.2% of revenue (2024) **EBITDA margin:** 17.5% (2024) Arkema S.A. has a significant competitive advantage in the specialty chemicals industry, particularly due to its strong position in hig...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** Approx. 75% (estimate based on historical data up to 2023) **Insider Buys/Sells:** No significant transactions in the last 12 months (estimate) Arkema S.A. has traditionally had a high proportion of institutional investors, indicating confidence in the company&#03...

What percentage market share does Arkema have?

**Market Share of Arkema S.A.:** approx. 4% (2025, estimated) **Top Competitors and Their Market Shares:** 1. **BASF SE:** approx. 10% 2. **Dow Inc.:** approx. 9% 3. **DuPont de Nemours, Inc.:** approx. 8% 4. **Covestro AG:** approx. 6% 5. **LyondellBasell Industries N.V.:** approx. 5% 6. **Arkema...

Is Arkema stock currently a good investment?

**Revenue Growth:** 7.0% (estimated for 2024) **EBITDA Margin:** 17.5% (2024) **R&D Investments:** 3.5% of revenue (2024) Arkema S.A. has shown solid revenue growth of around 7% in recent years, driven by strong demand in its core segments. The EBITDA margin of 17.5% indicates an efficient cost...

Does Arkema pay a dividend – and how reliable is the payout?

**Dividend Yield:** 3.5% (2025, estimated) **Dividend History:** Continuous payout over the last 5 years Arkema S.A. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 3.5%, which is competitive compared to other companies in the chemic...

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Arkema Stock Value

Arkema Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Arkema do?

Arkema Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Arkema Stock Value

Arkema Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Arkema do?

Arkema Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.