Chemical Industry: 60%
Materials Industry: 25%
Special Polymers: 15%

Top 3 Markets:
Europe: 40%
North America: 35%
Asia-Pacific: 20%

Solvay SA generates the majority of its revenues from the chemical industry, followed by the materials industry and special polymers. This diversification allows Solvay to operate in various industry sectors and benefit from different market conditions.

Europe is the largest market for Solvay, attributed to the strong industrial base and demand for specialty chemicals in the region. North America closely follows, supported by growing demand in the automotive and aerospace industries. The Asia-Pacific region also presents significant growth opportunities, particularly due to increasing industrialization and urbanization.

Production sites of Solvay SA:

Solvay SA operates numerous production facilities worldwide. The most important locations include:

• Europe: Belgium (headquarters), France, Germany, Italy, and Spain.
• North America: USA and Canada.
• Asia: China, India, and Thailand.
• Latin America: Brazil and Argentina.

Solvay is a globally operating company active in over 50 countries. The production sites are strategically distributed to efficiently serve global demand and optimize supply chains. This geographical diversification enables Solvay to effectively supply both local and international markets.

Revenue growth: 8.5% (2025) EBITDA margin: 21.0% (2025)

Solvay SA pursues a strategy that is strongly focused on sustainability and innovation. The company has set the goal of increasing its revenues through the development of more environmentally friendly products and technologies. This includes investments in research and development of materials that play a role in the energy transition and circular economy.

Another focus is on geographical expansion, especially in fast-growing markets such as Asia and North America. Solvay plans to expand its production capacities in these regions to better serve local demand.

In addition, Solvay relies on strategic partnerships and acquisitions to diversify its product portfolio and tap into new market segments. These measures are intended to further improve the EBITDA margin and keep the company competitive in the long term.

Main raw materials: Soda, hydrogen peroxide, special polymers

Important countries of origin:

• Soda: USA, Turkey
• Hydrogen peroxide: Germany, China
• Special polymers: Japan, South Korea

Solvay SA is a globally operating chemical company that imports a variety of raw materials to support its production processes. Soda, an essential component for the production of sodium carbonate, is mainly sourced from the USA and Turkey, where large natural deposits exist.

Hydrogen peroxide, used in the production of bleaching agents and disinfectants, is imported from Germany and China, as these countries have advanced production capacities.

Special polymers, used in the automotive and electronics industries, are imported from Japan and South Korea, as these countries are leading in the production of high-performance polymers. Solvay uses these raw materials to strengthen its position as a leading provider of specialty chemicals.

Market share in the chemical industry: 5% (2025, estimate) Research and development expenditure: 3.2% of revenue (2025)

Solvay SA has established itself as a significant player in the global chemical industry. The company's competitive advantage lies in its strong innovation capabilities and its ability to offer specialized chemical solutions. Solvay continuously invests in research and development, enabling the company to develop new products and enhance existing ones.

Another advantage is the diversification of the product portfolio, covering various sectors such as automotive, aerospace, and electronics. This diversification protects the company from fluctuations in individual markets and allows it to seize opportunities in emerging industries.

Additionally, Solvay benefits from a global presence and a strong network of production facilities and distribution channels, making the supply chain efficient and responsive. All of this together gives Solvay a solid competitive edge in the industry.

Institutional Investor Share: approximately 70% (2026, estimated)

Insider Buys/Sells: No significant transactions in the last year (2026, estimated)

The institutional investor share in Solvay SA is around 70%, indicating a strong trust from large investment funds and institutional investors in the company. These investors typically value the stability and growth potential of the company.

In 2026, there were no significant insider buys or sells, suggesting that the management and other insiders do not anticipate significant changes in the company's valuation at present. This can be interpreted as a sign of stable corporate governance and balanced market expectations.

Market share of Solvay SA: Estimate: 8% (2026)

Top competitors and their market shares:

1. BASF SE: 15%
2. Dow Inc.: 12%
3. LyondellBasell Industries: 10%
4. SABIC: 9%
5. Solvay SA: 8%
6. Evonik Industries: 7%
7. DuPont de Nemours, Inc.: 6%
8. Arkema: 5%
9. Clariant: 4%
10. Covestro: 3%

Solvay SA is a significant player in the specialty chemicals sector and has secured a respectable market share through its innovation capabilities and wide product range. The company's moat is primarily based on its strong R&D department, which continuously produces new, innovative products, as well as on strategic partnerships and a global presence.

Compared to its competitors, Solvay has a solid but not insurmountable moat. Companies like BASF and Dow Inc. have larger resources and a broader product range, giving them a stronger competitive advantage. Nevertheless, Solvay remains competitive due to its specialization and innovation capabilities.

Competition in the chemical industry is intense, and while Solvay leads in certain niche markets, they must continuously invest and innovate to maintain or expand their market share.

Revenue Growth: 8.5% (2025) EBITDA Margin: 22% (2025) R&D Expenses: 350 million euros (2025)

Solvay SA recorded a revenue growth of 8.5% in 2025, driven by strong demand in the specialty chemicals and advanced materials sectors. The EBITDA margin of 22% demonstrates solid operational efficiency and the ability to manage costs effectively while increasing profitability.

The company continues to heavily invest in research and development, with expenses amounting to 350 million euros in 2025. These investments are crucial for the development of new products and technologies that secure Solvay's competitiveness in a rapidly changing market.

In summary, Solvay's financial performance indicates a stable operational foundation and growth opportunities, particularly through innovations and market diversification. This could make the stock an attractive investment, depending on individual investment goals and risk tolerance of investors.

Dividend Yield: 3.5% (2025)
Dividend History: Continuous payout for over 10 years

Solvay SA has pursued a stable dividend policy in recent years and achieved a dividend yield of approximately 3.5% in 2025. The company has consistently paid dividends for over a decade, indicating a reliable payout policy.

Solvay's financial stability and strong market position contribute to the company's ability to continue its dividend policy in the future. Analysts rate the dividend reliability as high, based on the company's past performance and solid financial foundations.