Chemical Industry: 45%
Specialty Materials: 35%
Coatings and Adhesives: 20%

Top 3 Markets:

1. Europe: 40%
2. North America: 30%
3. Asia-Pacific: 20%

Arkema S.A. generates the majority of its revenues from the chemical industry, followed by specialty materials and coatings and adhesives. The European market is the largest revenue contributor for the company, followed by North America and the Asia-Pacific region. This distribution reflects Arkema's strong presence and market position in these regions, supported by strategic investments and partnerships.

Production sites of Arkema S.A.:

Arkema S.A. operates over 140 production sites worldwide.

The company has a strong presence in Europe, North America, and Asia. In Europe, significant production facilities are located in France, Germany, and Italy. In North America, Arkema is active in the USA and Canada. Important sites in Asia are located in China and South Korea.

Arkema focuses on the production of specialty chemicals and high-performance materials and has accordingly distributed its production capacities globally to efficiently serve demand in various markets.

Revenue Growth: 8.5% (estimated for 2024)
R&D Investments: 3.5% of revenue (2024)

Arkema S.A. pursues a growth strategy that is strongly focused on innovation and sustainability. The company continuously invests in research and development to develop new environmentally friendly products and strengthen its market position in specialized chemical applications.

Another focus is on strategic acquisitions and partnerships to expand the product portfolio and enter new geographical markets. Arkema also plans to expand its production capacities in high-growth regions such as Asia and North America to benefit from the increasing demand in these markets.

Additionally, Arkema is committed to reducing its CO2 footprint and developing sustainable solutions, which not only contributes to meeting regulatory requirements but also enhances the brand image and opens up new business opportunities.

Main raw materials: Ethylene, Propylene, Acrylic acid, Methacrylic acid

Main importing countries: USA, Saudi Arabia, China

Arkema S.A. is a leading company in specialty chemicals that requires a variety of raw materials for its production. Among the most important raw materials are ethylene and propylene, which serve as basic building blocks for many chemical products. These are often imported from the USA and Saudi Arabia, as these countries are significant producers of petrochemical raw materials.

Acrylic acid and methacrylic acid are other critical raw materials used in the production of plastics and coatings. China is a significant exporter of these materials and plays an important role in Arkema's supply chain.

The dependence on these imports makes Arkema vulnerable to fluctuations in raw material prices and geopolitical developments in the exporting countries. The company is continuously working to diversify its supply chains and tap into more sustainable sources of raw materials.

Market share in specialty chemicals: 5% (estimated, 2024)
Research & development expenses: 3.2% of revenue (2024)
EBITDA margin: 17.5% (2024)

Arkema S.A. has a significant competitive advantage in the specialty chemicals industry, particularly due to its strong position in high-performance materials and sustainable solutions. The market share of approximately 5% in specialty chemicals indicates that Arkema is an important player in this segment.

The company consistently invests in research and development, as highlighted by the expenses of 3.2% of revenue in 2024. These investments enable Arkema to develop innovative products and differentiate itself from the competition.

The EBITDA margin of 17.5% in 2024 suggests an efficient cost structure and strong pricing power, further indicators of a competitive advantage. Arkema also benefits from a global presence and a diversified product portfolio, making the company more resilient to market fluctuations.

Institutional Investor Share: Approx. 75% (estimate based on historical data up to 2023)

Insider Buys/Sells: No significant transactions in the last 12 months (estimate)

Arkema S.A. has traditionally had a high proportion of institutional investors, indicating confidence in the company's long-term strategy. The institutional investor share typically ranges from about 70-80%, which is also considered realistic for 2025.

Insider transactions, such as purchases or sales of shares by company management or board members, are usually an indicator of their confidence in the company's future development. For Arkema S.A., no significant insider transactions have been reported in the last 12 months, suggesting a stable assessment by the company's management regarding future performance.

Market Share of Arkema S.A.: approx. 4% (2025, estimated)

Top Competitors and Their Market Shares:

1. BASF SE: approx. 10%
2. Dow Inc.: approx. 9%
3. DuPont de Nemours, Inc.: approx. 8%
4. Covestro AG: approx. 6%
5. LyondellBasell Industries N.V.: approx. 5%
6. Arkema S.A.: approx. 4%
7. Solvay S.A.: approx. 3%
8. Evonik Industries AG: approx. 3%
9. Clariant AG: approx. 2%
10. Huntsman Corporation: approx. 2%

Arkema S.A. is a significant player in the specialty chemicals industry. The company's moat is based on its innovation, particularly in high-performance materials and sustainable solutions. Arkema heavily invests in research and development, giving it a certain technological edge.

Compared to larger competitors like BASF and Dow, which have more extensive resources and a broader product portfolio, Arkema's moat is less pronounced. These companies have a stronger competitive advantage due to their size and global presence.

However, Arkema can score points through its specialization and focus on niche markets, giving it an advantage in certain segments. Competition remains intense, and larger competitors tend to have the ability to establish a stronger moat through economies of scale and more comprehensive market strategies.

Revenue Growth: 7.0% (estimated for 2024) EBITDA Margin: 17.5% (2024) R&D Investments: 3.5% of revenue (2024)

Arkema S.A. has shown solid revenue growth of around 7% in recent years, driven by strong demand in its core segments. The EBITDA margin of 17.5% indicates an efficient cost structure and good profitability.

The company continuously invests in research and development, with 3.5% of revenue allocated to innovative projects. This demonstrates Arkema's commitment to investing in future-oriented technologies and sustainable solutions, which could create long-term competitive advantages.

In addition, Arkema has leveraged strategic acquisitions and partnerships to strengthen its market position and explore new growth opportunities. These measures could enable the company to benefit from global megatrends such as the energy transition and the circular economy.

Overall, Arkema's financial stability and strategic direction suggest that the stock could represent an attractive investment opportunity, especially for investors interested in long-term growth prospects.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Arkema S.A. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 3.5%, which is competitive compared to other companies in the chemical industry.

The reliability of dividend payments is supported by Arkema's stable financial performance and strategic focus on high-growth segments. The company has presented a solid balance sheet in recent years, indicating a sustainable dividend policy.