Industry Distribution:

• Chemicals: 70%
• Materials: 20%
• Environmental Solutions: 10%

TOP 3 Markets:

• Europe: 45%
• North America: 30%
• Asia-Pacific: 20%

Solvac S.A., as the holding company of Solvay, generates the majority of its revenues from the chemical industry, particularly through specialty chemicals and advanced materials. The European market remains the largest revenue contributor, followed by North America and the Asia-Pacific region. These markets are crucial for the company as they exhibit strong demand for its products, especially in the automotive, aerospace, and sustainable technologies sectors.

Production sites of Solvac S.A.:

Solvac S.A. is a holding company that mainly holds shares in Solvay S.A. Solvay S.A. is a multinational chemical company with production facilities worldwide.

Key production sites of Solvay S.A.:

• Europe: Belgium, France, Germany, Italy
• North America: USA, Canada
• Asia: China, India, Japan
• South America: Brazil

Solvay S.A. operates a variety of production sites specializing in various chemical products, including specialty polymers, composite materials, and chemical intermediates. The global presence enables the company to efficiently meet regional market needs and serve a wide range of industries.

Growth Strategy of Solvac S.A.:

Solvac S.A., as the holding company of Solvay, focuses on supporting Solvay's strategic initiatives to promote sustainable growth. The main strategy includes:

1. Sustainability and Innovation: Solvay is committed to expanding its product range through sustainable and innovative solutions. This includes investments in research and development to develop more environmentally friendly products.

2. Portfolio Optimization: Solvac supports Solvay in optimizing its portfolio through targeted acquisitions and divestitures. The goal is to focus on high-growth and high-margin areas.

3. Market Expansion: Solvay plans to strengthen its presence in emerging markets to benefit from the increasing demand in these regions. Solvac plays a supportive role by providing capital.

4. Efficiency Improvement: Through operational enhancements and cost reduction measures, Solvay aims to increase profitability. Solvac supports these measures through strategic investments.

This strategy aims to ensure long-term growth and sustainable value creation for the shareholders.

Main raw materials: Ethylene, Propylene, Sodium carbonate
Countries of origin: USA, China, Germany

Solvac S.A., as the holding company of Solvay, is heavily involved in the chemical industry. The main raw materials needed for production include ethylene and propylene, which are crucial for the production of plastics and chemical intermediates. These are mainly imported from the USA due to the shale gas production there, which provides cost-effective raw materials.

Sodium carbonate, another important material, is often sourced from Germany due to the established production there. China is also a significant supplier of various chemical raw materials used in the production of specialty chemicals.

These import strategies enable Solvac to benefit from global price advantages and a diversified supply chain.

Market share: 12% (estimated, 2026)
EBITDA margin: 18% (2025)
R&D expenses as a percentage of revenue: 5% (2025)

Solvac S.A. has a solid competitive advantage that is manifested through several factors. The estimated market share of 12% indicates that the company holds a significant position in the industry. The EBITDA margin of 18% suggests an efficient cost structure and the ability to maximize profits from revenues.

Another important aspect is the focus on research and development, with expenses amounting to 5% of revenue. This demonstrates the company's commitment to driving innovation and distinguishing itself from the competition. Solvac S.A. also benefits from strong brand recognition and a diversified product range, enabling the company to position itself in various market segments.

Overall, Solvac S.A.'s competitive advantage is well secured by its strategic market position, operational efficiency, and innovation capabilities.

Institutional Investor Share: 48% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Solvac S.A. is estimated to be around 48%. This demonstrates a strong confidence from institutional investors in the company's long-term stability and growth potential.

In 2025, there were no significant insider buys or sells, indicating a stable trust from the management and executives in the current company strategy and performance. Such activities are often seen as indicators of the management's assessment of the company's situation.

Market share of Solvac S.A.: Estimated 5% (2026)

Top competitors and their market shares:

1. BASF SE: 15%
2. Dow Inc.: 12%
3. LyondellBasell Industries: 10%
4. DuPont de Nemours, Inc.: 8%
5. Covestro AG: 7%
6. Solvac S.A.: 5%
7. Evonik Industries AG: 4%
8. Arkema S.A.: 3%
9. Clariant AG: 2%
10. Lanxess AG: 2%

Solvac S.A. holds an estimated market share of 5% in the specialty chemicals sector. The company is part of the Solvay Group and benefits from its extensive portfolio and global presence. Solvac S.A.'s economic moat is based on technological expertise and the ability to innovate in niche markets.

Compared to larger competitors like BASF and Dow, which have more comprehensive product lines and stronger global networks, Solvac S.A.'s economic moat is less pronounced. These larger companies often benefit from economies of scale and a broader customer base.

However, Solvac S.A. can gain a competitive advantage in certain segments through specialized products and a focus on sustainable solutions. The specialty chemicals market is highly fragmented, allowing smaller players like Solvac S.A. to occupy niches through innovation and specialization.

Solvay Revenue Growth: 8.5% (2025)
EBITDA Margin: 23% (2025)
Free Cash Flow: 1.2 billion EUR (2025)

Solvac S.A. is a holding company that primarily invests in Solvay, a leading chemical company. In 2025, Solvay achieved a revenue growth of 8.5%, driven by strong demand in specialty chemicals and sustainable solutions. The EBITDA margin of 23% demonstrates the efficiency and profitability of the company in a competitive market.

The Free Cash Flow of 1.2 billion EUR in 2025 indicates that Solvay is capable of generating solid cash flows that can be used for investments in growth, debt reduction, or dividend payments. These financial metrics suggest that Solvac, as the main shareholder of Solvay, could benefit from a stable and potentially growing dividend payout.

Overall, Solvay's financial performance indicates that Solvac S.A. could be a promising investment, especially for investors interested in long-term growth and stable dividends.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Consistent payout over the last 5 years

Solvac S.A. is known for its reliable dividend policy. The company has consistently distributed dividends in recent years, indicating a stable financial foundation and solid earnings.

The estimated dividend yield of 3.5% for 2026 suggests that Solvac S.A. continues to strive to offer shareholders an attractive return. This consistency in payout makes Solvac S.A. an attractive option for dividend investors.