Imerys’ Post

Imerys has announced its financial results for the first nine months of 2025. In an environment marked by soft market conditions, we delivered a resilient performance by remaining focused on our strategic priorities. 💶Revenue reached €2,583 million. This represents a slight decrease of just 0.7% compared to the prior year at constant scope and exchange rates. 📊Adjusted EBITDA stood at €421 million, representing a solid 16.3% margin. This result is in line with last year on a like-for-like basis (excluding joint venture contributions). 🎯 Based on this resilient performance, Imerys is confirming its full-year 2025 adjusted EBITDA target of €540 million to €580 million. Despite persistent weakness in industrial activity in Europe and North America, we demonstrate a solid overall performance thanks to the effectiveness of our disciplined pricing policy, rigorous cost management, and continued positive momentum in our high-growth businesses. To advance our growth and innovation strategy, we reached an agreement to purchase SB Mineraçao, expanding our industrial footprint in Brazil. The company is a leading producer of ground calcium carbonates used in various applications, and generated USD 30 million revenue in 2024. Concurrently, we formed two strategic partnerships to develop our innovative product portfolio for batteries, with respectively  Cnano Technology, the global leader in carbon nanotubes and with Shanghai ShanShan, the global leader in synthetic graphite for lithium-ion batteries. Read more:  https://bit.ly/43NjbDQ 

Brenntag Se (BNTGF) - Hold: Navigating Challenges with Focused Execution This report reflects on Brenntag's Q3 2025 earnings call, highlighting management's cautious optimism amidst a challenging market environment. The commentary emphasizes the company's efforts to enhance operational efficiency and sales focus. Upcoming Catalysts: - Full-year 2025 results announcement on March 12, 2026. - Progress updates on cost containment initiatives. - Strategic review outcomes expected in H2 2026. #Materials #Earnings #Investing #SellSyde #StockMarket 2025-11-We 19:11:09 https://lnkd.in/ejvh5skg

The Global Materials Perspective 2025 is here. In this report my colleagues Karel Eloot, Michel Van Hoey, Marcelo Azevedo and Michel Foucart reveal how the materials industry has remained profitable – delivering $1.3 trillion in profits amid shifting demand and geopolitical pressures. Read the full report here: https://lnkd.in/gzmmEBQ6

Cabot Corporation reported lower quarterly earnings, as weaker demand in its Reinforcement Materials segment and softer volumes in Performance Chemicals weighed on results. However, the company ended fiscal 2025 with solid cash flow and continued shareholder returns. For the fourth quarter ended 30 September, Cabot posted net income of USD 43 million, or USD 0.79 per share, compared with USD 137 million, or USD 2.43 per share, in the same period a year earlier. Full-year diluted earnings per share were USD 6.02, while adjusted earnings per share rose 3 percent year-on-year to USD 7.25. “I am very pleased with another strong year of Adjusted EPS growth where we achieved USD 7.25, up 3 percent year over year, in a year with a challenging macroeconomic backdrop,” said Sean Keohane, Cabot’s President and Chief Executive Officer. “This performance was driven by higher EBIT in our Performance Chemicals segment, which increased 18 percent year over year, partially offset by EBIT in our Reinforcement Materials segment, which declined 5 percent.” #cabotcorporation #earningsreport #chemicalindustry #reinforcementmaterials #performancechemicals #shareholderreturns #sustainabilitygoals #marketoutlook #businessnews #manufacturingsector https://lnkd.in/dPK4aKg7

ArcelorMittal supports a safeguard measure that balances the interest of the value chain By alanpatrickryan on October 30, 2025 ArcelorMittal says it supports a measure than balances the interest of the value chain.

Aperam Sa Ord (APMSF) - Hold Stable fundamentals amidst challenging market conditions. This report follows Aperam’s Q3 2025 earnings call, where management provided insights into the current market environment and the company’s financial performance. While the company achieved its guidance, it faced significant challenges, particularly in Europe, which impacted its results. The upcoming catalysts include: - Approval of the European Steel Action Plan by EU member states. - Implementation of the Carbon Border Adjustment Mechanism in early 2026. - Progress on the Leadership Journey program through 2026. - Ongoing integration of Universal and realization of expected synergies. #Materials #Earnings #Investing #SellSyde #StockMarket 2025-11-Mo 19:28:03 https://lnkd.in/ecTigVGc

Celanese Corporation (CE) - Hold: Steady fundamentals amidst cautious demand outlook This report is prompted by Celanese Corporation's Q3 2025 earnings call, where management provided insights into operational performance, cost-saving strategies, and future expectations. The outlook remains cautious amid flattish demand trends, although management is focused on implementing cost improvements and leveraging their engineered materials pipeline. Upcoming Catalysts: - Continued progress on cost-saving initiatives - Potential for price increases in engineered materials - Developments from the EM pipeline contributing to growth - Updates on divestiture strategies, including Micromax results #Materials #Earnings #Investing #SellSyde #StockMarket 2025-11-Sa 06:39:34 https://lnkd.in/e9RMdRU5

Procurement performance is only as strong as its ability to be measured. Raw material procurement operates under constant volatility, from shifting commodity prices to tightening governance and sustainability reporting. Yet many teams still rely on fragmented spreadsheets and anecdotal savings that fail to show where value was truly created. Our latest blog explores why robust measurement has become the foundation of procurement performance and how Metalshub embeds measurement directly into sourcing workflows, automatically capturing, normalising, and benchmarking results. Read the blog post here: https://lnkd.in/eP3f6c_n Or download the full whitepaper for a more in-depth analysis of procurement savings and performance measurement: https://lnkd.in/exgZqhHz #rawmaterials #procurement #metalshub

Aperam Sa Ord (APMSF) - Hold Stable fundamentals amidst challenging market conditions. This report follows Aperam’s Q3 2025 earnings call, where management provided insights into the current market environment and the company’s financial performance. While the company achieved its guidance, it faced significant challenges, particularly in Europe, which impacted its results. The upcoming catalysts include: - Approval of the European Steel Action Plan by EU member states. - Implementation of the Carbon Border Adjustment Mechanism in early 2026. - Progress on the Leadership Journey program through 2026. - Ongoing integration of Universal and realization of expected synergies. #Materials #Earnings #Investing #SellSyde #StockMarket 2025-11-Mo 19:16:09 https://lnkd.in/ecTigVGc

Aperam Sa Ord (APMSF) - Hold Stable fundamentals amidst challenging market conditions. This report follows Aperam’s Q3 2025 earnings call, where management provided insights into the current market environment and the company’s financial performance. While the company achieved its guidance, it faced significant challenges, particularly in Europe, which impacted its results. The upcoming catalysts include: - Approval of the European Steel Action Plan by EU member states. - Implementation of the Carbon Border Adjustment Mechanism in early 2026. - Progress on the Leadership Journey program through 2026. - Ongoing integration of Universal and realization of expected synergies. #Materials #Earnings #Investing #SellSyde #StockMarket 2025-11-Mo 19:09:04 https://lnkd.in/ecTigVGc