Solvay expands Taiwan peroxide capacity: Solvay stock falls 1.48 percent

Published on 10/01/2026 at 17:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Solvay targets Taiwan capacity above 70,000 tonnes by year-end. Solvay stock costs EUR 24.03 on October 1, 2026 after EUR 24.39.

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Solvay stock was trading at EUR 24.03 at Lang & Schwarz on October 1, 2026 at 5:02 p.m. CEST, down 1.48 percent from the prior close of EUR 24.39. The company is expanding electronic-grade hydrogen peroxide capacity in Taiwan, with the project scheduled to more than double annual output by the end of 2026, according to Solvay on September 3, 2026.

Taiwan capacity exceeds 70,000 tonnes

The expansion is being carried out through Shinsol Advanced Chemicals, a joint venture in which Solvay holds 51 percent. Reuters reported on September 3, 2026 that annual capacity is expected to rise above 70,000 tonnes from 35,000 tonnes currently.

The product is used to clean semiconductor wafers during chip manufacturing. Solvay said local customers have qualified the high-purity grades, linking the investment to supply requirements in Taiwan's semiconductor industry.

Electronic peroxide targets longer growth

Reuters also reported that Solvay aims to at least triple the contribution of its electronics peroxide business within five to seven years. The unit represented 15 percent of the company's total peroxide business in 2025, giving the Taiwan project a measurable role in the portfolio.

The operating opportunity comes against a more cautious analyst view. According to Marketscreener, Jefferies analyst Helena Xu repeated an Underperform rating and a EUR 20.00 price target. At EUR 24.03, that target is 20.15 percent below the Lang & Schwarz price.

Stock trades below EUR 25

The market is weighing a capacity expansion with a longer investment horizon against near-term operating pressure. Jefferies expects third-quarter 2026 EBITDA of EUR 175 million and full-year EBITDA of EUR 760 million, below the consensus figures cited in the September 21, 2026 report.

Solvay's next scheduled earnings release is November 3, 2026, according to Marketscreener. That update will give investors a new reference point for demand, margins and the investment program.

Price remains below prior close

At Lang & Schwarz, Solvay stock was trading at EUR 24.03 on October 1, 2026 at 5:02 p.m. CEST, compared with a prior close of EUR 24.39 and a daily change of minus 1.48 percent. The further course of trading is shown by the continuously updated real-time quote of Solvay stock.