Arkema invests EUR 10 million and target for Arkema stock is EUR 62.93

Published on 10/05/2026 at 10:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter EBITDA reached EUR 391 million, up 7.00 percent year over year. Arkema stock costs EUR 54.10 on October 5, 2026 after EUR 54.13.

Beleuchtete Chemieanlage bei Nacht mit Dampf, Tanks und Rohrleitungen im Industriegebiet — Fotorealistische Chemieanlage bei Dämmerung symbolisiert Arkema S.A. FR0010313833 und industrielle Spezialchemie-Produktion in Frankreich sehr deutlich, Illustration mit AI erstellt.

Arkema (ISIN FR0010313833) is investing EUR 10.00 million in its battery research center, while its stock was at EUR 54.10 at Lang & Schwarz on October 5, 2026, down 0.06 percent from the EUR 54.13 prior close. The company announced the investment on October 1, 2026, and Arkema said the project will triple the center's footprint in the Lyon region.

Battery research gets EUR 10 million

The expansion targets advanced materials for current and next-generation batteries. Arkema said on October 1, 2026, that the upgraded site will modernize research infrastructure and increase digitalization, linking laboratory work more closely to cell manufacturers' production conditions.

The timing gives the investment a clear strategic angle: battery materials are one of the growth areas mentioned alongside electronics and 3D printing in Arkema's second-quarter discussion. The project is a research commitment rather than a disclosed production-capacity increase, so its financial effect is likely to depend on customer adoption and later industrial ramp-up.

Second-quarter EBITDA rose 7.00 percent

In the second quarter of 2026, Arkema generated EUR 2.40 billion in revenue, up 3.20 percent organically year over year, while EBITDA rose 7.00 percent to EUR 391 million. The figures and the period were detailed in the company's results call carried by Yahoo Finance on July 30, 2026.

EBITDA margin reached 16.10 percent in the second quarter, an increase of 0.90 percentage points from a year earlier. Revenue growth therefore came with stronger operating profitability, although volumes fell 1.80 percent as demand stayed weak in Europe and North America.

Consensus target stays above EUR 54.10

Boursorama listed a three-month consensus target of EUR 62.93 on October 2, 2026, alongside Arkema's Euronext Paris listing and SBF 120 membership. That target is EUR 8.83 above the Lang & Schwarz price, an upside gap of 16.30 percent based on the target and the EUR 54.10 reference price.

The next quantified test is the third-quarter results release listed for November 5, 2026 by the same market page. Until then, the investment case combines improving second-quarter profitability with continued exposure to weak industrial demand and raw-material volatility.

Arkema stock remains below its target

Arkema was trading at EUR 54.10 at Lang & Schwarz on October 5, 2026 at 10:00 a.m. CEST, minus 0.06 percent versus the EUR 54.13 prior close on October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of Arkema stock.