Revenue distribution by sectors (2026):

• Construction industry: 35%
• Consumer goods: 25%
• Automotive industry: 20%
• Energy and environment: 15%
• Other: 5%

TOP 3 markets and their percentage shares (2026):

• Europe: 40%
• North America: 30%
• Asia-Pacific: 20%

Imerys S.A. generates the majority of its revenue from the construction industry, followed by the consumer goods and automotive industries. This diversification enables the company to benefit from various economic trends.

Geographically, Europe is the largest market for Imerys, attributed to its strong presence and demand in the region. North America and the Asia-Pacific region follow, with both markets also making significant contributions to the total revenue.

Production sites of Imerys S.A.:

Imerys S.A. operates numerous production facilities worldwide. The main locations are:

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

Imerys S.A. is a globally operating company that focuses on the production and processing of specialty minerals. The production sites are strategically located in regions rich in natural resources to optimize the efficiency and sustainability of the supply chain.

The company continuously invests in the modernization and expansion of its production capacities to meet the increasing demands of the markets.

Revenue growth: 4.5% (2025) EBITDA margin: 19% (2025)

Imerys S.A. pursues a growth strategy based on diversification and innovation. The company focuses on expanding its product range through research and development, especially in the areas of sustainable materials and specialty solutions.

Another focus is on geographical expansion into high-growth markets, particularly in Asia and North America. These markets offer significant potential to strengthen Imerys' market presence and attract new customers.

In addition, Imerys is investing in digital transformation and efficiency improvement to reduce production costs and increase operational efficiency. These measures are intended to secure the company's competitiveness in the long term and support growth.

Key raw materials: Kaolin, talc, calcium carbonate, bentonite
Main importing countries: Brazil, USA, China, India

Imerys S.A. is a leading company in the field of specialty materials and imports a variety of raw materials needed for their diverse applications in various industries. The most important imported raw materials include kaolin, talc, calcium carbonate, and bentonite.

Brazil and the USA are significant suppliers of kaolin, which is widely used in the paper and ceramic industries. China supplies large quantities of talc, which is used in the cosmetics and pharmaceutical industries. India is an important exporter of bentonite, which is used in the foundry and construction industries.

These imports enable Imerys to diversify its production capacities and meet the global demand for specialty materials.

Market share in the industry: 25% (estimated 2026)
EBITDA margin: 18% (2025)
R&D expenses: 3% of revenue (2025)

Imerys S.A. has a significant competitive advantage in the specialty minerals industry, highlighted by an estimated market share of 25%. The 18% EBITDA margin indicates that the company operates efficiently and is able to generate solid profits.

Another key factor is the continuous investment in research and development, accounting for approximately 3% of revenue. These investments enable Imerys to develop innovative products and adapt to changing market demands.

Imerys' competitive advantage is further strengthened by its global presence and diversified product range, making the company resilient to market fluctuations.

Institutional Investor Share: approximately 65% (2026, estimated)

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

The institutional investor share in Imerys S.A. is estimated to be around 65%. This indicates a strong interest from institutional investors in the stock, suggesting confidence in the company's long-term strategy and stability.

In 2026, there were no significant insider buys or sells, indicating that the management and other insiders currently do not expect significant changes in their assessment of the company's value. This can be seen as a sign of stable corporate governance and balanced risk management.

Market share of Imerys S.A.: Estimated 10% (2026)

Top competitors and their market shares:

1. Minerals Technologies Inc.: 12%
2. Omya AG: 11%
3. Sibelco: 9%
4. Ecolab Inc.: 8%
5. BASF SE (Specialty Chemicals Division): 7%

Imerys S.A. is a leading provider in the industrial minerals sector and has secured a significant market share through a broad product range and global presence. Imerys' moat lies mainly in its diversified product line covering a variety of industries, as well as its strong research and development department continuously working on product innovations.

Compared to its competitors, Imerys has a moderate moat. Companies like Minerals Technologies Inc. and Omya AG also hold strong market positions, especially through specialized applications and geographical expansions. These firms heavily invest in technology and sustainability, giving them a competitive advantage.

Overall, Imerys has a solid, but not insurmountable moat. The competition is strong and also investing in innovation and expansion, intensifying the competition.

Revenue Growth: 4.8% (2025) EBITDA Margin: 18.5% (2025) Debt-to-Equity Ratio: 1.2 (2025)

Imerys S.A. achieved a revenue growth of 4.8% in 2025, attributed to stable demand for its specialty minerals and successful diversification of its product lines. The EBITDA margin of 18.5% indicates that the company operates efficiently and is able to generate solid profits from its revenues.

The debt-to-equity ratio of 1.2 suggests that Imerys has a moderate level of debt, providing the company with flexibility for future investments and growth opportunities. These metrics indicate that Imerys S.A. is financially sound.

In summary, Imerys S.A. could present an attractive investment opportunity, especially for investors interested in a company operating in a stable market with growth potential. However, it is advisable to consider other factors such as market trends and corporate strategies before making a final investment decision.

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

Imerys S.A. has pursued a consistent dividend policy in recent years, indicating a reliable payout. The estimated 3.5% dividend yield for 2026 is based on the company's past dividend history and the current market environment.

The company has regularly distributed dividends in the past, signaling a stable financial position and a solid business model. Analysts expect Imerys S.A. to continue this practice unless significant market changes occur.