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Solvay, BE0003470755

Solvay stock advances rare-earth strategy as Q3 earnings weaken

Published on 11/04/2026 at 18:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Solvay stock faces weaker third-quarter earnings after Middle East disruption hit operations. A Viridis supply deal supports its rare-earths strategy.

Solvay reports strategic progress

  • Third-quarter sales and underlying EBITDA declined organically as Middle East disruption and weak soda ash markets weighed on operations.
  • A long-term Viridis agreement secures rare-earth feedstock for La Rochelle from 2028, while OneIM discussions remain ongoing.
  • Solvay kept its revised 2026 outlook and approved an interim gross dividend of 0.97 euros per share.
Solvay, BE0003470755, Illustration mit AI erstellt.
Solvay, BE0003470755, Illustration mit AI erstellt.

Solvay reported weaker third-quarter results on Wednesday, November 4, after the Middle East conflict and weak soda ash markets weighed on operations. The company also announced a long-term rare-earth feedstock agreement with Viridis, adding a new strategic element to the results.

Q3 earnings reflect operational pressure

According to MarketScreener, underlying net sales fell 3.3 percent organically to 1,031 million euros in the third quarter. Underlying EBITDA declined 26.6 percent organically to 173 million euros, with the Middle East conflict reducing EBITDA by about 25 million euros and the prior-year period benefiting from approximately 40 million euros in proceeds from carbon-emissions rights.

Underlying net profit from continuing operations fell to 35 million euros from 90 million euros a year earlier. Solvay said the temporary shutdown of its peroxide plant at the Sadara complex in Jubail, Saudi Arabia, remained a material short-term headwind.

Rare-earth supply chain gains support

Solvay signed a long-term agreement with Viridis to secure rare-earth feedstock for its La Rochelle plant from 2028. The agreement is intended to strengthen supply for the separation business, while discussions with OneIM over a potential joint venture remain ongoing and do not yet constitute a definitive transaction.

The company said the activities under discussion with OneIM generate approximately 80 million euros of underlying EBITDA annually. Solvay is also targeting cumulative structural cost savings of 300 million euros by the end of 2026.

Outlook remains under review

Solvay maintained its revised 2026 outlook for underlying EBITDA of 720 million to 740 million euros and free cash flow of 120 million to 150 million euros, net of transformation expenses. The board approved an interim gross dividend of 0.97 euros per share, payable on January 20, 2027.

Solvay stock traded at 24.39 euros on Lang & Schwarz at 18:09 CET on Wednesday, November 4, 2026; the real-time quote of Solvay stock is available to investors.

European investors are tracking the Euro Stoxx 50 as industrial companies navigate weaker demand and geopolitical disruption.

More news and analyses on Solvay stock cover the group's earnings, rare-earths strategy and outlook.

Solvay stock at a glance

  • Company: Solvay S.A.
  • ISIN: BE0003470755
  • Ticker: SOLB
  • Exchange: Euronext Brussels and Paris
  • Lang & Schwarz quote: 24.39 euros on November 4, 2026 at 18:09 CET
  • Q3 2026 underlying sales: 1,031 million euros
  • Q3 2026 underlying EBITDA: 173 million euros
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en | BE0003470755 | SOLVAY | boerse | 70458667 |