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Arkema SA

Arkema S.A. manufactures and sells specialty materials through its subsidiaries in Europe, the United States, Canada, Mexico, China, Hong Kong, Taiwan, and other international markets. It operates in three segments: Adhesive Solutions, Advanced Materials and Coating Solutions, and Intermediates. The company provides adhesives, coating solutions, high-performance polymers, and performance additives for construction, automotive, packaging, electronics, renewable energy, water treatment, and other industries. Arkema S.A. was incorporated in 2003 and is headquartered in Puteaux, France.

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Electrification & Mobility▲

Arkema Invests €10 Million to Expand Global Battery R&D Center in France

Arkema announced a €10 million expansion project for its Global Battery Center of Excellence in Oullins-Pierre-Bénite, in the Auvergne-Rhône-Alpes region of France. The investment will triple the center's footprint and modernize its research infrastructure, including a significant increase in the digitalization of R&D activities. The expansion builds on the Group's global battery R&D network, which spans France, China, South Korea, Japan and the United States, and follows the September 2025 inauguration of a solvent-free battery electrode manufacturing laboratory in Normandy. Arkema said the project will let its researchers replicate customers' manufacturing conditions to accelerate integration of its advanced materials into cell makers' production processes and support batteries with greater energy density, faster charging and enhanced safety. Chief Technology Officer Armand Ajdari called the investment a major milestone in Arkema's ambition to support the rapid evolution of the battery market. The project received support from the French Research Tax Credit and the French State as part of the France 2030 program.
About megatrends
Electrification & Mobility › Battery Components & Materials ▲Technology
AKE.PA · Capital · Positive Arkema invests €10 million to triple its battery R&D center footprint and modernize research infrastructure
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Arkema Appoints François Desné to Executive Committee as SVP High Performance Polymers and Fluorogases

Arkema has appointed François Desné as Senior Vice President High Performance Polymers and Fluorogases and a member of the Group's Executive Committee, effective 12 October 2026. He succeeds Laurent Tellier, who was appointed Arkema's Chief Operating Officer last July. Desné brings nearly 30 years of international experience in materials and chemicals, having served since 2022 as Chief Executive Officer of the Steel Wire Solutions and Bekaert Bridon Ropes Group divisions and as a member of the Bekaert Group Executive Committee. He previously held senior roles at Recticel, BASF and Rhodia, and holds a Master's degree in Physics from the Université of Paris-Cité, an MBA from the Wharton School and a Master's degree in International Business from the Lauder Institute at the University of Pennsylvania. Arkema, which reported sales of around €9.1 billion in 2025 and operates in some 55 countries with 20,700 employees worldwide, is structured into three Specialty Materials segments — Adhesive Solutions, Advanced Materials and Coating Solutions — accounting for some 85% of Group sales in 2025, plus a Primary Materials segment.
AKE.PA · · Neutral Arkema appoints François Desné to its Executive Committee as SVP High Performance Polymers and Fluorogases; a leadership change with no clear financial driver.
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Arkema Launches Foranext Continuum Additive for Polyurethane Foam

Arkema S.A. has launched Foranext Continuum, a new low-viscosity additive for rigid polyurethane foam formulations that use Forane Foam Blowing Agent 1233zd, expanding the company's high-performance polyurethane foam systems portfolio. The additive is designed to improve B-side shelf stability and help maintain formulation performance over time, supporting manufacturers as they shift to hydrofluoroolefin-based technologies, and is suitable for insulation, roofing, appliance and other rigid foam applications. The launch builds on Arkema's investments in HFO technology and supply reliability, including a new 15-kiloton Forane 1233zd production unit recently started up in Calvert City, Kentucky, to support growing customer demand. Foranext Continuum is available globally through Arkema's fluorochemicals business. Arkema shares have gained 3.2% in the past year compared with the industry's 1.8% rise over the same period.
AKE.PA · Technology · Positive Arkema launched Foranext Continuum, a new low-viscosity additive for rigid polyurethane foam, expanding its high-performance foam systems portfolio
AKE.PA · Supply · Positive New 15-kiloton Forane 1233zd production unit in Calvert City supports growing customer demand and supply reliability
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Arkema Reports 7% EBITDA Growth in Q2 Driven by Pricing and Mix

Arkema reported second-quarter sales of 2.4 billion euros, up 3.2% year-on-year organically, with EBITDA rising 7% to 391 million euros and the EBITDA margin expanding 90 basis points to 16.1%. Recurring EBIT increased 11% to 220 million euros, while adjusted net income reached 129 million euros, or 1.70 euros per share. The Adhesive Solutions segment achieved its best-ever quarter with EBITDA up 7% and a margin of 15.1%, driven by a mix shift toward higher-value durable goods and pricing actions. Coating Solutions saw a strong recovery with EBITDA significantly up and a margin of 18.5%, while Advanced Materials maintained a solid margin of around 19% despite a significant decline in Performance Additives due to the Middle East crisis and weak demand. Growth projects contributed approximately 25 million euros in additional EBITDA in the first half, on track for the full-year target of 50 million euros.
AKE.PA · Pricing · Positive Arkema reported 7% EBITDA growth driven by pricing and mix, with margin expansion across segments.
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Energy Transition & Power Demand▲

Arkema Starts Up 15% PVDF Capacity Expansion in North America

Arkema has successfully started up its 15% PVDF capacity expansion in Calvert City, Kentucky. This investment of around 20 million US dollars strengthens the Group's leadership in PVDF and will support growing demand for energy storage systems, semiconductors, and data center rapid expansion. Announced in February 2025, the project was delivered on time and within budget, demonstrating disciplined execution. The additional capacity will serve fast-growing markets driven by the global energy transition and digitalization, including lithium-ion batteries for electric vehicles and energy storage systems, data center cable demand, and the semiconductor market. Arkema has also announced a 20% PVDF expansion at its facility in China, expected to be completed in 2028, further positioning the company to support global demand with production sites in North America, Europe, and Asia.
About megatrends
Energy Transition & Power Demand › Energy Storage & Grid Flexibility ▲Supply
Electrification & Mobility › Battery Components & Materials ▲Supply
Semiconductors › Materials & Specialty Chemicals ▲Supply
Electrification & Mobility › Battery Cells & Pack Manufacturing ▲Supply
AKE.PA · Demand · Positive Capacity expansion to meet growing demand for PVDF in energy storage, semiconductors, and data centers.
AKE.PA · Supply · Positive Arkema started up a 15% PVDF capacity expansion in North America, on time and within budget, to meet growing demand.
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Energy Transition & Power Demand▼

Eastman Chemical Acquires Jarylec Dielectric Fluids Brand from Arkema

Eastman Chemical Company has acquired the Jarylec dielectric fluids brand and selected assets from Arkema France, strengthening its position in the dielectric fluids market. The acquisition includes key trademarks, customer lists, technical documentation, and intellectual property associated with the Jarylec brand, whose products are widely used in high-voltage transformers and power grid applications. Eastman plans to continue producing the dielectric fluid products under the Jarylec brand at its existing manufacturing facility in Marl, Germany, utilizing its state-of-the-art production processes and rigorous quality standards. The company also expects tailwinds from improved sales volume and mix in Advanced Materials, substantial spread improvement in Chemical Intermediates, and maintained its cost-reduction target of $125 million to $150 million net of inflation, with capital expenditures expected to be approximately $400 million in 2026.
About megatrends
Energy Transition & Power Demand › Grid, Transmission & Power Equipment ▲Supply
EMN · Capital · Positive Acquires Jarylec brand and assets, strengthening dielectric fluids position; also notes improved sales volume and cost-reduction target
AKE.PA · Capital · Negative Sells Jarylec brand and assets to Eastman
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