Arkema stock gets a EUR 10 million battery R&D boost

Published on 10/03/2026 at 21:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arkema stock faces a EUR 50 Jefferies target after Q2 EBITDA reached EUR 391 million, up 7 percent year over year. The company plans Q3 results for November 5, 2026.

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Arkema (ISIN FR0010313833) closed at EUR 53.85 on Euronext Paris on October 2, 2026, down 0.28 percent, as the specialty chemicals group advanced a EUR 10 million battery research project announced on October 1. The investment expands Arkema's advanced-materials platform while near-term demand remains uneven.

Battery research gets EUR 10 million

According to Yahoo Finance on October 1, 2026, Arkema is investing EUR 10 million to expand its Global Battery Center of Excellence in the Lyon region. The project will triple the center's footprint and modernize its research infrastructure for advanced battery materials.

The project gives the strategy a concrete operating milestone. Arkema is directing research toward cell-manufacturer standards and production integration, linking battery materials with higher-value specialty applications rather than relying only on cyclical intermediate chemicals.

Q2 EBITDA rose 7 percent

In the Q2 2026 earnings call, Yahoo Finance reported that revenue reached EUR 2.4 billion, up 3.2 percent organically year over year, while EBITDA rose 7 percent to EUR 391 million. EBITDA margin reached 16.1 percent, an increase of 90 basis points from the prior-year quarter.

The comparison matters because volume declined 1.8 percent in Q2 2026, according to the same transcript. Pricing, product mix and stronger Adhesive Solutions and Coating Solutions performance therefore carried more weight than broad-based demand growth, while Performance Additives remained a counter-factor.

Jefferies sees subdued demand

As Boursorama reported on October 2, 2026, Jefferies expects Q3 EBITDA of EUR 334 million, in line with consensus, and fiscal-year EBITDA of EUR 1.26 billion, 1 percent below expectations. Jefferies keeps a Hold rating and a EUR 50 price target, while identifying weak construction demand and normalizing intermediate-material spreads as constraints.

Arkema stock stays below its yearly high

Arkema stock closed at EUR 53.85 on Euronext Paris on October 2, 2026, with a daily change of minus 0.28 percent. Its 52-week range was EUR 48.30 to EUR 67.05, market capitalization was EUR 4.1 billion, and trading volume reached 356,318 shares.