Imerys SA
PAR:NK
Imerys SA
Imerys SA, a venerable name in the world of specialty minerals, has long established itself as a leader in transforming resources to enhance daily life. Founded in the 19th century, the company has evolved from its origins in coal mining to become a global powerhouse in industrial minerals. Today, the essence of Imerys's business lies in mining, refining, and processing a wide variety of minerals and materials, such as kaolin, bentonite, diatomite, and talc. These resources are artfully transformed through Imerys’s extensive research and development frameworks, which focus on tailoring mineral properties to meet the specific needs of its clients across sectors like construction, automotive, consumer goods, and even agriculture.
The profitability of Imerys hinges on its ability to efficiently manage the extraction and refinement processes, ensuring a competitive cost structure while maintaining high standards of quality. By leveraging its global reach, the company has strategically positioned itself close to key mineral deposits and essential markets, reducing transportation costs and enhancing supply chain reliability. Further, Imerys places a premium on technological innovation, continuously developing new applications and sustainable practices that allow it to adapt to ever-evolving market demands. This strategic foresight, combined with its robust operational capabilities, allows Imerys to not only meet the immediate needs of its customers but also anticipate future trends and opportunities, securing its position as a vital player in industries around the globe.
Imerys SA, a venerable name in the world of specialty minerals, has long established itself as a leader in transforming resources to enhance daily life. Founded in the 19th century, the company has evolved from its origins in coal mining to become a global powerhouse in industrial minerals. Today, the essence of Imerys's business lies in mining, refining, and processing a wide variety of minerals and materials, such as kaolin, bentonite, diatomite, and talc. These resources are artfully transformed through Imerys’s extensive research and development frameworks, which focus on tailoring mineral properties to meet the specific needs of its clients across sectors like construction, automotive, consumer goods, and even agriculture.
The profitability of Imerys hinges on its ability to efficiently manage the extraction and refinement processes, ensuring a competitive cost structure while maintaining high standards of quality. By leveraging its global reach, the company has strategically positioned itself close to key mineral deposits and essential markets, reducing transportation costs and enhancing supply chain reliability. Further, Imerys places a premium on technological innovation, continuously developing new applications and sustainable practices that allow it to adapt to ever-evolving market demands. This strategic foresight, combined with its robust operational capabilities, allows Imerys to not only meet the immediate needs of its customers but also anticipate future trends and opportunities, securing its position as a vital player in industries around the globe.
Revenue: Imerys reported 9-month revenue of EUR 2.583 billion, down 0.7% like-for-like versus last year, impacted by weak US and European markets.
EBITDA: Adjusted EBITDA for the period was EUR 421 million, flat like-for-like, with a Q3 margin of 17%. Full-year 2025 EBITDA guidance of EUR 540–580 million was confirmed.
Cost Actions: Imerys is launching a comprehensive cost reduction and performance improvement program to simplify its organization and adjust its industrial footprint.
Strategic Moves: Imerys signed an agreement to acquire SB Mineração in Brazil and received investor interest for a stake in the EMILI Lithium Project.
Decarbonization: New green energy partnerships are expected to reduce Scope 2 emissions by 14%.
Market Trends: Europe showed signs of recovery in Q3, while North America was unexpectedly weak. Asia, especially China and India, showed growth.
Outlook: No significant market rebound is expected in the near term, but management remains confident in achieving full-year guidance.
