View ValuationClariant 향후 성장Future 기준 점검 3/6Clariant (는) 각각 연간 46.2% 및 1.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 46.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.6% 로 예상됩니다.핵심 정보46.2%이익 성장률46.28%EPS 성장률Chemicals 이익 성장19.9%매출 성장률1.7%향후 자기자본이익률12.61%애널리스트 커버리지Good마지막 업데이트30 Jun 2026최근 향후 성장 업데이트공시 • 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.공시 • 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 .모든 업데이트 보기Recent updates공시 • May 25Clariant AG to Report Q4, 2026 Results on Feb 23, 2027Clariant AG announced that they will report Q4, 2026 results on Feb 23, 2027공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Jan 13Clariant AG to Report Q3, 2026 Results on Nov 03, 2026Clariant AG announced that they will report Q3, 2026 results on Nov 03, 2026공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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 .이익 및 매출 성장 예측WBAG:CLN - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,0382783374771412/31/20273,9142613405631512/31/20263,7972123365311512/31/20253,915-75273419N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CLN 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.3%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: CLN (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: CLN 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: CLN 의 수익(연간 1.7%)이 Austrian 시장(연간 4.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: CLN 의 수익(연간 1.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CLN의 자본 수익률은 3년 후 12.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/05 20:26종가2026/07/03 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Clariant AG는 33명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Volker BosseBaader Helvea Equity ResearchKonstantin WiechertBaader Helvea Equity ResearchKatie RichardsBarclays30명의 분석가 더 보기
공시 • 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.
공시 • 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 .
공시 • May 25Clariant AG to Report Q4, 2026 Results on Feb 23, 2027Clariant AG announced that they will report Q4, 2026 results on Feb 23, 2027
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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 .