View ValuationClariant 将来の成長Future 基準チェック /36Clariant利益と収益がそれぞれ年間48.5%と1.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.2% 50.2%なると予測されています。主要情報48.5%収益成長率50.20%EPS成長率Chemicals 収益成長20.9%収益成長率1.7%将来の株主資本利益率12.23%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • May 11Clariant AG Provides Earnings Guidance for the Year 2026Clariant AG provided earnings guidance for the year 2026. For the year, the guidance remains unchanged, with sales expected to be around 2025 levels in local currency. The Middle East conflict is mainly impacting Catalysts customers in the Middle East and Asia, with sales now expected to be below the prior year. At the same time, expect growth in Adsorbents & Additives, as well as continued slight underlying growth in Care Chemicals, despite the Middle East impacts in Oil Services and increasing risks on the overall demand environment. To mitigate the inflation in raw materials and energy, they activated proven value-based price management and further continue focus on cost initiatives. By leveraging global network and employing proactive logistics they provide continued supply for customers.お知らせ • Oct 30Clariant AG Confirms Earnings Guidance for the Year 2025Clariant AG confirmed earnings guidance for the year 2025. For the year, the company expected local currency sales growth at the lower end of the 1% to 3% range .すべての更新を表示Recent updatesお知らせ • May 11Clariant AG Provides Earnings Guidance for the Year 2026Clariant AG provided earnings guidance for the year 2026. For the year, the guidance remains unchanged, with sales expected to be around 2025 levels in local currency. The Middle East conflict is mainly impacting Catalysts customers in the Middle East and Asia, with sales now expected to be below the prior year. At the same time, expect growth in Adsorbents & Additives, as well as continued slight underlying growth in Care Chemicals, despite the Middle East impacts in Oil Services and increasing risks on the overall demand environment. To mitigate the inflation in raw materials and energy, they activated proven value-based price management and further continue focus on cost initiatives. By leveraging global network and employing proactive logistics they provide continued supply for customers.お知らせ • Apr 01+ 1 more updateClariant AG Approves DividendClariant AG at its AGM held on April 1, 2026 the shareholders agreed to a distribution of CHF 0.42 per share with 99.90 %. This distribution, which is stable compared to previous years, shall be implemented by way of a reduction of the par value.お知らせ • Mar 09Clariant AG, Annual General Meeting, Apr 01, 2026Clariant AG, Annual General Meeting, Apr 01, 2026, at 09:30 W. Europe Standard Time.Reported Earnings • Mar 01Full year 2025 earnings released: CHF0.23 loss per share (vs CHF0.74 profit in FY 2024)Full year 2025 results: CHF0.23 loss per share (down from CHF0.74 profit in FY 2024). Revenue: CHF3.92b (down 5.7% from FY 2024). Net loss: CHF75.0m (down 131% from profit in FY 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Chemicals industry in Europe.お知らせ • Feb 26+ 1 more updateClariant Ag Announces Board Members Will Not Stand for Re-ElectionClariant AG announced Following the Board’s decision to reduce its size from eleven to eight members and enhance corporate governance, Roberto Gualdoni, Geoffery Merszei, Eveline Saupper, Peter Steiner, and Konstantin Winterstein will not stand for reelection at the AGM.New Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (5.6% average weekly change). Minor Risks Dividend is not well covered by earnings (122% payout ratio). Large one-off items impacting financial results.お知らせ • Feb 04Henkel AG & Co. KGaA (XTRA:HEN3) entered into an agreement to acquire Stahl Parent B.V. from Wendel (ENXTPA:MF), BASF SE (XTRA:BAS), Clariant AG (SWX:CLN) and others for an enterprise value of €2.1 billion.Henkel AG & Co. KGaA (XTRA:HEN3) entered into an agreement to acquire Stahl Parent B.V. from Wendel (ENXTPA:MF), BASF SE (XTRA:BAS), Clariant AG (SWX:CLN) and others for an enterprise value of €2.1 billion on February 4, 2026. In addition to Wendel with 68.5% of the capital, BASF with 6.1% of the capital, Clariant with 14.6% of the capital and other minority shareholders will also sell their interests in Stahl to Henkel. The contemplated transaction values Stahl at a level that would yield total net proceeds at completion (after debt and transaction costs) of €1.2 billion for Wendel. This corresponds to a multiple of 6.6 times (net) Wendel’s total investment since 2006, including €427 million of past proceeds thanks to Stahl’s robust cash generation. After the acquisition Henkel AG & Co. KGaA owns 100% stake in Stahl Parent B.V. Stahl employs around 1,700 employees and generated adjusted sales of approximately €725 million in fiscal year 2025 with a balanced regional footprint. The transaction is subject to mandatory consultation processes and the satisfaction of customary closing conditions, including regulatory approvals.お知らせ • Jan 13Clariant AG to Report Q3, 2026 Results on Nov 03, 2026Clariant AG announced that they will report Q3, 2026 results on Nov 03, 2026お知らせ • Dec 20CMV Química, C.A. acquired Clariant Venezuela S.A. from Clariant AG (SWX:CLN) for CHF 1.4 million.CMV Química, C.A. acquired Clariant Venezuela S.A. from Clariant AG (SWX:CLN) for CHF 1.4 million on December 19, 2025. For the period ending December 31, 2024, Clariant Venezuela S.A. reported total revenue of CHF 3 million and employed around 60 people.. CMV Química, C.A. completed the acquisition of Clariant Venezuela S.A. from Clariant AG (SWX:CLN) for CHF 1.4 million on December 19, 2025.お知らせ • Dec 01Clariant AG Announces Executive and Board Committee ChangesClariant announced a planned leadership transition within its Business Unit Care Chemicals upon the retirement of Christian Vang in 2026. Marcelo Lu will join Clariant in January 2026 as President Designate for Care Chemicals & Americas and will be a member of the Executive Steering Committee. For the first six months, he will be based at Clariant’s global headquarters in Pratteln, Switzerland, where he will contribute to Group-level priorities and collaborate closely with senior leaders across the organization. During this period, Christian Vang will continue to lead Care Chemicals as President, ensuring continuity and focus on strategic goals. Marcelo Lu launched his career at BASF in 2006 and has held various commercial and general management positions in Germany, Hong Kong, Canada, the U.S and Singapore. His roles included serving as the President of BASF Canada Inc. from 2016 to 2021, and subsequently as the Senior Vice President, Care Chemicals North America at BASF Corporation. In 2024, he was appointed to his current role as President of BASF Asia Pacific (excluding China) & Non-Executive Director BASF India Ltd., based in Singapore. Christian began his career at Clariant in February 2008 as the regional Head of Asia Pacific. He has held several key positions within the organization. In 2022 he was appointed President for Care Chemicals & Americas and Member of the Executive Steering Committee.お知らせ • Oct 31+ 2 more updatesClariant AG to Report Q2, 2026 Results on Jul 31, 2026Clariant AG announced that they will report Q2, 2026 results on Jul 31, 2026お知らせ • Oct 30Clariant AG Confirms Earnings Guidance for the Year 2025Clariant AG confirmed earnings guidance for the year 2025. For the year, the company expected local currency sales growth at the lower end of the 1% to 3% range .業績と収益の成長予測WBAG:CLN - アナリストの将来予測と過去の財務データ ( )CHF Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,0562543624171112/31/20273,9732573575741512/31/20263,8402083305731412/31/20253,915-75273419N/A9/30/20253,98919250421N/A6/30/20254,063113226422N/A3/31/20254,108179218420N/A12/31/20244,152244210418N/A6/30/20244,163118251455N/A3/31/20244,270143233438N/A12/31/20234,377168215421N/A6/30/20234,919-98400597N/A3/31/20235,059-115346550N/A12/31/20225,198-133291502N/A9/30/20225,050107153417N/A6/30/20224,90134615331N/A3/31/20224,6373059347N/A12/31/20214,3722633363N/A9/30/20214,161199-16329N/A6/30/20213,949135-35295N/A3/31/20213,90512118332N/A12/31/20203,86010671369N/A6/30/20204,115141192485N/A3/31/20204,25740207497N/A12/31/20194,399-62221509N/A6/30/20194,409-67N/A541N/A3/31/20194,40764N/A536N/A12/31/20184,404194N/A530N/A9/30/20184,937223N/AN/AN/A6/30/20185,469251N/A414N/A3/31/20185,923264N/A421N/A12/31/20176,377277N/A428N/A9/30/20176,229276N/A491N/A6/30/20176,080274N/A554N/A3/31/20175,964264N/A600N/A12/31/20165,847253N/A646N/A9/30/20165,899211N/A733N/A6/30/20165,835203N/A645N/A3/31/20165,792195N/A592N/A12/31/20155,807217N/A502N/A9/30/20155,867275N/A517N/A6/30/20155,964272N/A512N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CLNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.3% ) よりも高い成長率であると考えられます。収益対市場: CLN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: CLN今後 3 年以内に収益を上げることが予想されます。収益対市場: CLNの収益 ( 1.7% ) Austrian市場 ( 3.8% ) よりも低い成長が予測されています。高い収益成長: CLNの収益 ( 1.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CLNの 自己資本利益率 は、3年後には低くなると予測されています ( 12.2 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 06:02終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Clariant AG 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Volker BosseBaader Helvea Equity ResearchKonstantin WiechertBaader Helvea Equity ResearchKatie RichardsBarclays32 その他のアナリストを表示
お知らせ • May 11Clariant AG Provides Earnings Guidance for the Year 2026Clariant AG provided earnings guidance for the year 2026. For the year, the guidance remains unchanged, with sales expected to be around 2025 levels in local currency. The Middle East conflict is mainly impacting Catalysts customers in the Middle East and Asia, with sales now expected to be below the prior year. At the same time, expect growth in Adsorbents & Additives, as well as continued slight underlying growth in Care Chemicals, despite the Middle East impacts in Oil Services and increasing risks on the overall demand environment. To mitigate the inflation in raw materials and energy, they activated proven value-based price management and further continue focus on cost initiatives. By leveraging global network and employing proactive logistics they provide continued supply for customers.
お知らせ • Oct 30Clariant AG Confirms Earnings Guidance for the Year 2025Clariant AG confirmed earnings guidance for the year 2025. For the year, the company expected local currency sales growth at the lower end of the 1% to 3% range .
お知らせ • May 11Clariant AG Provides Earnings Guidance for the Year 2026Clariant AG provided earnings guidance for the year 2026. For the year, the guidance remains unchanged, with sales expected to be around 2025 levels in local currency. The Middle East conflict is mainly impacting Catalysts customers in the Middle East and Asia, with sales now expected to be below the prior year. At the same time, expect growth in Adsorbents & Additives, as well as continued slight underlying growth in Care Chemicals, despite the Middle East impacts in Oil Services and increasing risks on the overall demand environment. To mitigate the inflation in raw materials and energy, they activated proven value-based price management and further continue focus on cost initiatives. By leveraging global network and employing proactive logistics they provide continued supply for customers.
お知らせ • Apr 01+ 1 more updateClariant AG Approves DividendClariant AG at its AGM held on April 1, 2026 the shareholders agreed to a distribution of CHF 0.42 per share with 99.90 %. This distribution, which is stable compared to previous years, shall be implemented by way of a reduction of the par value.
お知らせ • Mar 09Clariant AG, Annual General Meeting, Apr 01, 2026Clariant AG, Annual General Meeting, Apr 01, 2026, at 09:30 W. Europe Standard Time.
Reported Earnings • Mar 01Full year 2025 earnings released: CHF0.23 loss per share (vs CHF0.74 profit in FY 2024)Full year 2025 results: CHF0.23 loss per share (down from CHF0.74 profit in FY 2024). Revenue: CHF3.92b (down 5.7% from FY 2024). Net loss: CHF75.0m (down 131% from profit in FY 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Chemicals industry in Europe.
お知らせ • Feb 26+ 1 more updateClariant Ag Announces Board Members Will Not Stand for Re-ElectionClariant AG announced Following the Board’s decision to reduce its size from eleven to eight members and enhance corporate governance, Roberto Gualdoni, Geoffery Merszei, Eveline Saupper, Peter Steiner, and Konstantin Winterstein will not stand for reelection at the AGM.
New Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (5.6% average weekly change). Minor Risks Dividend is not well covered by earnings (122% payout ratio). Large one-off items impacting financial results.
お知らせ • Feb 04Henkel AG & Co. KGaA (XTRA:HEN3) entered into an agreement to acquire Stahl Parent B.V. from Wendel (ENXTPA:MF), BASF SE (XTRA:BAS), Clariant AG (SWX:CLN) and others for an enterprise value of €2.1 billion.Henkel AG & Co. KGaA (XTRA:HEN3) entered into an agreement to acquire Stahl Parent B.V. from Wendel (ENXTPA:MF), BASF SE (XTRA:BAS), Clariant AG (SWX:CLN) and others for an enterprise value of €2.1 billion on February 4, 2026. In addition to Wendel with 68.5% of the capital, BASF with 6.1% of the capital, Clariant with 14.6% of the capital and other minority shareholders will also sell their interests in Stahl to Henkel. The contemplated transaction values Stahl at a level that would yield total net proceeds at completion (after debt and transaction costs) of €1.2 billion for Wendel. This corresponds to a multiple of 6.6 times (net) Wendel’s total investment since 2006, including €427 million of past proceeds thanks to Stahl’s robust cash generation. After the acquisition Henkel AG & Co. KGaA owns 100% stake in Stahl Parent B.V. Stahl employs around 1,700 employees and generated adjusted sales of approximately €725 million in fiscal year 2025 with a balanced regional footprint. The transaction is subject to mandatory consultation processes and the satisfaction of customary closing conditions, including regulatory approvals.
お知らせ • Jan 13Clariant AG to Report Q3, 2026 Results on Nov 03, 2026Clariant AG announced that they will report Q3, 2026 results on Nov 03, 2026
お知らせ • Dec 20CMV Química, C.A. acquired Clariant Venezuela S.A. from Clariant AG (SWX:CLN) for CHF 1.4 million.CMV Química, C.A. acquired Clariant Venezuela S.A. from Clariant AG (SWX:CLN) for CHF 1.4 million on December 19, 2025. For the period ending December 31, 2024, Clariant Venezuela S.A. reported total revenue of CHF 3 million and employed around 60 people.. CMV Química, C.A. completed the acquisition of Clariant Venezuela S.A. from Clariant AG (SWX:CLN) for CHF 1.4 million on December 19, 2025.
お知らせ • Dec 01Clariant AG Announces Executive and Board Committee ChangesClariant announced a planned leadership transition within its Business Unit Care Chemicals upon the retirement of Christian Vang in 2026. Marcelo Lu will join Clariant in January 2026 as President Designate for Care Chemicals & Americas and will be a member of the Executive Steering Committee. For the first six months, he will be based at Clariant’s global headquarters in Pratteln, Switzerland, where he will contribute to Group-level priorities and collaborate closely with senior leaders across the organization. During this period, Christian Vang will continue to lead Care Chemicals as President, ensuring continuity and focus on strategic goals. Marcelo Lu launched his career at BASF in 2006 and has held various commercial and general management positions in Germany, Hong Kong, Canada, the U.S and Singapore. His roles included serving as the President of BASF Canada Inc. from 2016 to 2021, and subsequently as the Senior Vice President, Care Chemicals North America at BASF Corporation. In 2024, he was appointed to his current role as President of BASF Asia Pacific (excluding China) & Non-Executive Director BASF India Ltd., based in Singapore. Christian began his career at Clariant in February 2008 as the regional Head of Asia Pacific. He has held several key positions within the organization. In 2022 he was appointed President for Care Chemicals & Americas and Member of the Executive Steering Committee.
お知らせ • Oct 31+ 2 more updatesClariant AG to Report Q2, 2026 Results on Jul 31, 2026Clariant AG announced that they will report Q2, 2026 results on Jul 31, 2026
お知らせ • Oct 30Clariant AG Confirms Earnings Guidance for the Year 2025Clariant AG confirmed earnings guidance for the year 2025. For the year, the company expected local currency sales growth at the lower end of the 1% to 3% range .