Clariant posts transcript of Q2 2026 results call

Clariant published the transcript of its Q2/H1 2026 results call attended by CEO Conrad Keijzer, CFO Oliver Rittgen and IR head Andreas Schwarzwälder.

• Guidance maintained: 2026 local-currency sales around flat; EBITDA margin before exceptional items around 18%, citing pricing and cost actions.
• Q2 sales were CHF 941 million; EBITDA margin before exceptional items was 18.2%; pricing was +3%; volumes were -3.3% on Middle East disruption.
• Middle East conflict hit Catalysts volumes -14.2%; customers outside the region are slowly resuming; July force majeures were below 100, easing mainly outside the Middle East.
• Amsterdam court dismissed Shell ethylene damages claim; management said other Dutch cases use a similar methodology, German cases are also similar; Shell may appeal within three months.