Imerys S.A. Earnings Recaps
Q3 2025
Oct 31, 2025
Imerys reported a 0.7% decline in year-to-date revenue for Q3 2025, reflecting a mixed economic backdrop, but maintained EBITDA performance in line with last year, demonstrating resilience amid challenges.
Key takeaways
- Q3 adjusted EBITDA stood at EUR 140 million, maintaining a 17% margin, driven by disciplined pricing and cost management.
- Revenue for the first nine months totaled EUR 2.583 billion, slightly down year-over-year, influenced by a slowdown in U.S. economic activity and adverse effects from tariffs.
- The company is implementing a comprehensive cost reduction and performance improvement program to bolster profitability and streamline operations.
- Notable acquisitions include SB Mineração in Brazil, enhancing Imerys' production capacity in ground calcium carbonate, alongside strategic partnerships to strengthen its battery supply chain.
- Imerys confirmed its full-year adjusted EBITDA target between EUR 540 million and EUR 580 million, despite ongoing market challenges.