Should Arkema's Sustainability Milestones Influence Strategy Considerations for Investors in ENXTPA:AKE?

• In October 2025, Arkema achieved ISCC PLUS certification for its Boretto, Italy plant's waterborne acrylic resins and completed a €40 million modernization and decarbonization project at its Lacq/Mourenx site in France.
• These advancements highlight Arkema's commitment to reducing its environmental impact through both certified sustainable raw materials and significant cuts in greenhouse gas and sulfur emissions.
• We'll explore how Arkema's milestone in low-carbon waterborne resin certification fits into its broader investment narrative around specialty materials.

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Arkema Investment Narrative Recap

To be comfortable holding Arkema stock, an investor has to believe in the long-term value of specialty materials and Arkema’s ability to weather cyclical demand across construction, automotive, and advanced coatings. The recent ISCC PLUS certification in Italy and green modernization in France reinforce Arkema’s positioning in sustainable solutions, but do not shift the near-term catalyst of volume recovery in weak end-markets, or change the biggest risk, which remains muted demand visibility especially in Europe and North America.

One relevant announcement is Arkema's €500 million green bond issuance in September 2025, supporting sustainable investment. This, together with the Boretto certification, highlights ongoing capital allocation toward eco-friendly innovation; however, robust demand recovery in key end-markets remains the most significant near-term driver of earnings improvement.

In contrast, persistent macro uncertainty and weak demand in core markets remain a risk investors should keep in mind, especially if...

Read the full narrative on Arkema (it's free!)

Arkema's outlook anticipates €10.3 billion in revenue and €464.5 million in earnings by 2028. This is based on analysts' expectations of 2.9% annual revenue growth and a €273.5 million earnings increase from the current level of €191.0 million.

Uncover how Arkema's forecasts yield a €70.62 fair value, a 41% upside to its current price.

Exploring Other Perspectives

Nine individual fair value estimates from the Simply Wall St Community range from €44.06 to €158.35 per share. While opinions vary widely, the key catalyst remains Arkema’s investments in low-carbon and specialty solutions, which could influence earnings as global sustainability standards evolve.

Explore 9 other fair value estimates on Arkema - why the stock might be worth 12% less than the current price!

Build Your Own Arkema Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Arkema research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Arkema research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Arkema's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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