Price Target Changed • Jul 23
Price target decreased by 7.3% to €18.95 Down from €20.43, the current price target is an average from 6 analysts. New target price is 16% above last closing price of €16.30. Stock is down 16% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €1.18 last year. Reported Earnings • Jul 19
Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2026 results: EPS: €0.23 (down from €0.35 in 2Q 2025). Revenue: €693.0m (flat on 2Q 2025). Net income: €34.0m (down 38% from 2Q 2025). Profit margin: 4.9% (down from 7.8% in 2Q 2025). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Announcement • Jul 17
Kemira Oyj Reiterates Earnings Guidance for the Year 2026 Kemira Oyj reiterated earnings guidance for the year 2026. The company reiterated the updated financial outlook for the year and expects 2026 revenue to be between EUR 2,600 million and EUR 3,000 million. Major Estimate Revision • Jun 20
Consensus EPS estimates fall by 11% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €1.21 to €1.08 per share. Revenue forecast steady at €2.85b. Net income forecast to grow 6.6% next year vs 27% growth forecast for Chemicals industry in Finland. Consensus price target down from €21.10 to €20.43. Share price rose 2.9% to €17.48 over the past week. Announcement • Jun 18
Kemira Oyj (HLSE:KEMIRA) acquired Clear Water Technologies. Kemira Oyj (HLSE:KEMIRA) acquired Clear Water Technologies on June 16, 2026.
For the period ending December 31, 2025, Clear Water Technologies reported total revenue of slightly higher than $3 million.
Kemira Oyj (HLSE:KEMIRA) completed the acquisition of Clear Water Technologies on June 16, 2026. Live News • Jun 18
Kemira Stock Eyes US Growth With Clear Water Technologies Acquisition Kemira has completed the acquisition of California-based Clear Water Technologies, LLC, which provides boiler and cooling tower services to light industrial customers in California.
The acquired operations, customer relationships and assets will be integrated into Kemira’s Water Solutions unit.
This transaction is Kemira’s second water treatment services acquisition in North America following the earlier purchase of Water Engineering, Inc.
The Clear Water Technologies deal broadens Kemira Oyj’s service footprint in North American industrial water treatment and deepens its exposure to recurring, service-led customer relationships.
Investors may want to watch how efficiently Kemira integrates these U.S. service operations into Water Solutions and what this means for margins, capital needs and future acquisition activity in the region. Announcement • Jun 11
Kemira Oyj Updates Earnings Guidance for the Fiscal Year 2026 Kemira Oyj updated earnings guidance for the fiscal year 2026. For the period, the company expects the revenue to be between EUR 2,600 and 3,000 million. The company downgrades its profitability outlook for 2026 due to the raw material and logistics cost increases caused by the prolonged war in Iran, which have had a larger negative impact on Kemira’s financial performance during the second quarter than previously expected. Kemira has mitigated the impact of the increased costs by implementing price increases, but the impact comes with a delay and has so far been less than previously estimated due to demand weakness in Kemira’s key customer industries. Live News • May 24
Kemira Advances AI-Driven PFAS-Remediation Materials for Next-Generation Water Treatment Kemira Oyj and CuspAI report that their generative AI collaboration has produced new PFAS-remediation materials for water treatment, targeting harmful "forever chemicals."
The AI system evaluated roughly 300 trillion potential material structures and generated over 5,000 novel designs.
Around 20 priority material candidates are now moving into further development, marking what the partners describe as the first end-to-end commercial use of generative AI for PFAS-remediation material design.
The use of generative AI for PFAS-remediation materials highlights Kemira’s focus on advanced water-treatment solutions and may influence how its product pipeline evolves over time.
Investors may want to watch how many of the roughly 20 lead candidates progress toward commercial use, as well as the development timelines and regulatory considerations that emerge around PFAS treatment technologies. Announcement • May 23
Kemira Oyj and Cuspai Use Generative Ai to Design Novel Materials Targeting Pfas Removal At Trace Concentrations Kemira, a global leader in sustainable chemical solutions for water-intensive industries, and CuspAI, the frontier AI materials science company, announced that they have used generative AI to design new materials targeting the removal of PFAS, so-called 'forever chemicals,' from drinking and process water at trace concentrations, using chemistry that is stable, sustainable, and manufacturable. The materials discovery project explored a design space of approximately 300 trillion possible material structures and delivered over 5,000 novel material designs with full property data for three priority PFAS molecules: GenX, PFBS, and PFOS. This was narrowed to approximately 20 selected priority candidates now advancing to further development. The program reached this stage in six months. This is the first commercial partnership to apply generative AI end-to-end to the design of new materials for PFAS remediation. While academic groups and technology companies have explored AI for materials screening, no previous collaboration has taken a generative approach, designing entirely new structures from scratch against industrial performance criteria, and delivered candidates at this scale and speed. PFAS (per- and polyfluoroalkyl substances) are persistent synthetic chemicals found in drinking water worldwide. They are subject to tightening regulation, including US EPA maximum contaminant limits in parts per trillion scale (announced 2024) and the EU Drinking Water Directive. Today's leading remediation technology is granular activated carbon (GAC). Kemira, which is already active in the activated carbon regeneration market, initiated this collaboration to explore whether AI-driven design could open a path to more selective and even longer-lasting alternatives. Kemira defined the brief: discovery phase project of new materials that can remove specific PFAS molecules from water at sub-parts-per-billion concentrations, using chemistry that is water-stable, environmentally compatible, synthesizable, and cost-effective. CuspAI's platform designed entirely new metal-organic frameworks (MOFs) from scratch, searching approximately 300 trillion possible structures and delivering over 5,000 novel potential material designs with property data across all three target molecules, narrowed to selected priority candidates. The speed and scale of this discovery phase was unprecedented: record amount of structures was evaluated and it took 6 months to reach these results. The project also uncovered new functional group chemistries with potential for development into broader adsorption products. The project is now moving into its next phase of further development and testing, and further programs across additional material classes are being scoped under the partnership's framework agreement. PFAS (per- and polyfluoroalkyl substances) are a group of persistent synthetic chemicals that have been used in various industries since the 1940s. They are called 'forever chemicals' because they do not break down in the environment and can accumulate in the human body over time. Metal-organic frameworks (MOFs) are a class of nano-porous crystalline materials whose structure and chemistry can be precisely tuned for specific filtration and adsorption applications. The design space for possible MOFs is vast, estimated at hundreds of trillions of candidate structures, making AI-driven approaches essential for navigating it efficiently. Price Target Changed • May 06
Price target decreased by 7.2% to €21.30 Down from €22.95, the current price target is an average from 6 analysts. New target price is 19% above last closing price of €17.83. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of €1.24 for next year compared to €1.18 last year. Reported Earnings • Apr 26
First quarter 2026 earnings: EPS misses analyst expectations First quarter 2026 results: EPS: €0.29 (down from €0.38 in 1Q 2025). Revenue: €677.3m (down 4.4% from 1Q 2025). Net income: €42.7m (down 27% from 1Q 2025). Profit margin: 6.3% (down from 8.3% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 13
Upcoming dividend of €0.38 per share Eligible shareholders must have bought the stock before 20 March 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Finnish dividend payers (5.4%). Higher than average of industry peers (3.1%). Declared Dividend • Feb 15
Final dividend of €0.38 announced Shareholders will receive a dividend of €0.38. Ex-date: 20th March 2026 Payment date: 8th April 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 15
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: €1.18 (down from €1.62 in FY 2024). Revenue: €2.75b (down 6.6% from FY 2024). Net income: €181.2m (down 27% from FY 2024). Profit margin: 6.6% (down from 8.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Announcement • Feb 11
Kemira Oyj (HLSE:KEMIRA) agreed to acquire Sidra Wasserchemie GmbH for €75 million. Kemira Oyj (HLSE:KEMIRA) agreed to acquire Sidra Wasserchemie GmbH for €75 million on February 11, 2026. A cash consideration of €75 million will be paid by Kemira Oyj subject to usual purchase price adjustments. As part of consideration, €75 million is paid towards common equity of Sidra Wasserchemie GmbH.
SIDRA Wasserchemie’s 60+ employees are expected to join Kemira once the acquisition has been closed.
The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is expected to close during the first half of this year. Announcement • Nov 26
Kemira Oyj Announces Executive Changes Kemira Oyj announced it has appointed Tuomas Mäkipeska as a member of the Group Leadership Team on October 23, 2025. His start date has now been specified, and he will assume his new role on April 1, 2026. In addition, as announced earlier, Eeva Salonen, Executive Vice President, People & Culture, will retire from Kemira. She will leave the company on November 30, 2025. Ulrika Dunker, who was appointed Executive Vice President, People & Culture, and a member of the Kemira Group Leadership Team earlier this year, will assume her new role on January 1, 2026, as announced earlier. Until then, Kemira’s President and CEO, Antti Salminen, will act as the Interim Executive Vice President, People & Culture. Reported Earnings • Oct 26
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: €0.38 (down from €0.41 in 3Q 2024). Revenue: €687.7m (down 5.5% from 3Q 2024). Net income: €58.1m (down 8.6% from 3Q 2024). Profit margin: 8.4% (down from 8.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 1.7%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Announcement • Sep 18
Kemira Oyj (HLSE:KEMIRA) signed a purchase agreement to acquire Water Engineering, Inc. from Nolan Capital, Inc. for $150 million. Kemira Oyj (HLSE:KEMIRA) signed a purchase agreement to acquire Water Engineering, Inc. from Nolan Capital, Inc. for $150 million on September 16, 2025. A cash consideration of $150 million will be paid by Kemira Oyj. As part of consideration, $150 million is paid towards common equity of Water Engineering, Inc.
The transaction is subject to approval by regulatory board / committee and customary closing conditions. The transaction is expected to close before the year-end 2025. Reported Earnings • Jul 20
Second quarter 2025 earnings: EPS misses analyst expectations Second quarter 2025 results: EPS: €0.35 (down from €0.40 in 2Q 2024). Revenue: €693.8m (down 5.4% from 2Q 2024). Net income: €54.4m (down 12% from 2Q 2024). Profit margin: 7.8% (down from 8.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 10
Kemira Oyj Revises Earnings Guidance for the Full Year 2025 Kemira Oyj revised earnings guidance for the full year 2025. For the year, the company expected revenue to be between EUR 2,700 million and 2,950 million. Earlier, Kemira expected the revenue to be between EUR 2,800 million and EUR 3,200 million. Announcement • Jun 10
Kemira Oyj, Annual General Meeting, Mar 19, 2026 Kemira Oyj, Annual General Meeting, Mar 19, 2026, at 13:00 FLE Standard Time. Announcement • May 05
Petri Castrén Plans to Leave as CFO of Kemira Oyj Kemira Oyj announced that CFO Petri Castrén will leave Kemira by the end of First Quarter 2026. Petri Castrén has been Kemira's CFO and a member of the Kemira's Group Leadership Team since 2013. He was appointed Kemira's Interim CEO in July 2023 in addition to his CFO role and ensured a smooth transition until Antti Salminen started as President & CEO in February 2024. The recruitment of a new CFO will begin immediately, and Petri Castrén will continue in his current role until he leaves latest by the end of Q1, 2026. Reported Earnings • Apr 28
First quarter 2025 earnings: EPS and revenues miss analyst expectations First quarter 2025 results: EPS: €0.38 (down from €0.49 in 1Q 2024). Revenue: €708.8m (down 7.1% from 1Q 2024). Net income: €58.6m (down 23% from 1Q 2024). Profit margin: 8.3% (down from 9.9% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year. Declared Dividend • Apr 04
Dividend of €0.37 announced Shareholders will receive a dividend of €0.37. Ex-date: 27th October 2025 Payment date: 4th November 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Mar 20
Kemira Oyj Announces Deputy CEO Changes Kemira's Board of Directors has at its meeting March 20, 2025 decided to end the practice of appointing a Deputy CEO in advance. The decision has been made based on the prevailing market practice. The Board will appoint a Deputy CEO or an Interim CEO if the President and CEO was unable to perform his/her duties. Group General Counsel Jukka Hakkila has been acting as the Deputy CEO in addition to his main role since May 6, 2013. The Deputy CEO has not received a separate compensation for this role. Upcoming Dividend • Mar 14
Upcoming dividend of €0.37 per share Eligible shareholders must have bought the stock before 21 March 2025. Payment date: 03 April 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Finnish dividend payers (6.0%). Higher than average of industry peers (2.6%). Declared Dividend • Feb 15
Final dividend of €0.37 announced Shareholders will receive a dividend of €0.37. Ex-date: 21st March 2025 Payment date: 3rd April 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 12
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: €1.62 (up from €1.30 in FY 2023). Revenue: €2.95b (down 13% from FY 2023). Net income: €249.4m (up 25% from FY 2023). Profit margin: 8.5% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year. Announcement • Jan 29
Kemira Oyj Announces Appointment of Simon Bloem as Chief Operations Officer and A Member of Kemira's Group Leadership Team, Effective May 1, 2025 Kemira Oyj announced that Simon Bloem has been appointed to lead Kemira's new centralized Operations unit and will start in his new role on May 1, 2025. He joins Kemira from Envalior where he's been VP Global Manufacturing Materials since 2023. Prior to Envalior he spent over 25 years in Royal DSM in various global leadership positions in engineering, safety, manufacturing and operations. He has a Master's degree in Chemical Engineering from Delft Technical University in the Netherlands. Kemira announced changes in the operating model in August 2024 - one of which was the new centralized Operations unit that includes Kemira's global manufacturing network, supply chain management and sourcing as well as planning and corporate environmental, health, safety and quality team and business process management. The objective of this new unit is to further strengthen Kemira's operational backbone and to optimize efficiency. Announcement • Sep 03
Kemira Oyj (HLSE:KEMIRA) completed the acquisition of Reactivation business in United Kingdom of Norit from Purton Carbons Limited. Kemira Oyj (HLSE:KEMIRA) signed a definitive agreement to acquire Reactivation business in United Kingdom of Norit from Purton Carbons Limited on June 28, 2024. The scope of the agreement includes the reactivation facility in Purton, United Kingdom. Nine employees will transfer to Kemira as part of the transaction. The deal is expected to close in Q3 2024.
Kemira Oyj (HLSE:KEMIRA) completed the acquisition of Reactivation business in United Kingdom of Norit from Purton Carbons Limited on September 3, 2024 Reported Earnings • Jul 18
Second quarter 2024 earnings: EPS misses analyst expectations Second quarter 2024 results: EPS: €0.40 (down from €0.42 in 2Q 2023). Revenue: €733.4m (down 13% from 2Q 2023). Net income: €62.0m (down 4.2% from 2Q 2023). Profit margin: 8.5% (up from 7.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Chemicals industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Jun 19
Insider recently sold €348k worth of stock On the 14th of June, Esa-Matti Puputti sold around 15k shares on-market at roughly €23.18 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €770k more than they bought in the last 12 months. Recent Insider Transactions • Jun 18
Insider recently sold €348k worth of stock On the 14th of June, Esa-Matti Puputti sold around 15k shares on-market at roughly €23.18 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €770k more than they bought in the last 12 months. Announcement • Jun 15
Fernanda Lopes Larsen to Leave the Board of Directors of Kemira Oyj, Effective as of July 31, 2024 Kemira Oyj announced board changes. Fernanda Lopes Larsen, who has been a member of Kemira's Board of Directors since 2023, has announced her resignation from the Board of Directors of Kemira as of July 31, 2024. Lopes Larsen has been elected as a member to the Board of Directors of another company as of July 1, 2024. Therefore she will leave her position at Kemira's Board of Directors due to time management reasons. Buy Or Sell Opportunity • Jun 13
Now 20% undervalued Over the last 90 days, the stock has risen 41% to €23.74. The fair value is estimated to be €29.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to decline by 1.5% per annum. Earnings are forecast to grow by 9.5% per annum over the same time period.