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Kemira Oyj
F:KEM

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Kemira Oyj
F:KEM
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Price: 19.3 EUR -0.97% Market Closed
Market Cap: 3B EUR

Kemira Oyj
Investor Relations

Kemira Oyj, a leading name in chemical manufacturing, has carved a niche for itself by specializing in sustainable and innovative solutions for water-intensive industries. Headquartered in Helsinki, Finland, the company operates globally across three main segments: Pulp & Paper, Industry & Water, and Oil & Gas. Their extensive product line is designed to enhance the quality and efficiency of processes like pulp and paper production, municipal and industrial water treatment, and enhanced oil recovery. Central to Kemira's strategy is its commitment to research and development, ensuring that their solutions promote both environmental stewardship and operational efficiency. By leveraging its expertise in chemistry, the company addresses critical challenges faced by its customers, including improving yield, reducing energy consumption, and minimizing environmental impact.

Kemira generates revenue through a robust portfolio of specialty chemicals that optimize the use of water, energy, and raw materials in complex industrial processes. In the Pulp & Paper sector, the company provides additives that improve paper quality and machine runnability. Meanwhile, in the Industry & Water segment, Kemira's chemicals play a crucial role in purifying and treating wastewater, enabling industries to comply with stringent environmental regulations. The Oil & Gas division extends the company’s reach into extracting and processing hydrocarbons more efficiently. Kemira's business model is underpinned by its focus on sustainability and innovation, helping clients achieve operational improvements and cost savings while also fulfilling the increasing demand for environmentally responsible chemical solutions. Through this strategic approach, Kemira not only secures a steady stream of revenue but also positions itself as a vital partner in its clients’ transition to more sustainable practices.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 24, 2025
AI Summary
Q3 2025

Profitability: Kemira maintained a strong 20% operative EBITDA margin in Q3 despite a 5% year-on-year revenue decline, showing resilience in a weak market.

Revenue Decline: Q3 revenue was down 5% YoY (3% organically), impacted by lower demand across all business units and significant negative currency effects from a weaker US dollar.

Stable Pricing: Sales prices remained stable YoY, and management highlighted continued pricing power, even as volumes declined.

Cost Control: Fixed costs and variable costs remained flat, helping defend profitability even as market weakness persisted.

Strategic Moves: Kemira closed the Water Engineering acquisition in the US, expanding its presence in higher-growth, asset-light industrial water services.

Outlook Unchanged: Management kept its outlook for the rest of the year unchanged, reflecting confidence in ongoing strategy despite the challenging environment.

Packaging & Hygiene Solutions: Profitability improved significantly in this segment due to cost savings and a favorable product mix.

Fiber Essentials: This segment saw weaker performance due to customer downtime in the pulp industry, which was previously flagged.

Key Financials
Operative EBITDA Margin
20%
Packaging & Hygiene Solutions EBITDA Margin
13.6%
Water Solutions EBITDA Margin
23.1%
EPS
EUR 0.38 per share
Cash Flow from Operations
EUR 132 million
Share Buyback
EUR 40 million in Q3
Water Engineering Acquisition Purchase Price
USD 150 million
Water Engineering Expected Pro Forma Revenue
North of USD 60 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Antti Salminen M.sc. Econ
CEO, President, MD and Member of Mgmt. Board
No Bio Available
Ms. M. A. Eeva Salonen
Executive VP of Human Resources & Member of Management Board
No Bio Available
Mr. Esa-Matti Puputti Lic.Sc., Tech
Executive VP of Operational Excellence & Sustainability and Member of Management Board
No Bio Available
Mr. Matthew R. Pixton
CTO & Member of the Management Board
No Bio Available
Ms. Tuija Pohjolainen-Hiltunen
President of Industry & Water Segment and Member of the Management Board
No Bio Available
Mr. Linus Hildebrandt
Member of the Management Board & Executive VP of Strategy
No Bio Available
Harri Eronen
Interim President of Pulp & Paper Segment and Member of the Management Board
No Bio Available
Mr. Mikko Pohjala M.Sc.
Director & VP of Investor Relations
No Bio Available
Ms. Terhi Kivinen M.Pol.Sc.
Chief Communications Officer
No Bio Available
Mr. Sampo Lahtinen
Senior Vice President of Growth Accelerator
No Bio Available

Contacts

Address
ETELA-SUOMEN
Helsinki
Energiakatu 4, P.O. Box 330
Contacts
+358108611.0
www.kemira.com