Arkema: US-Based Plants Provide Tariff Shield

  • Arkema's 2024 performance was solid with a net profit of 354M EUR and a robust free cash flow of 680M EUR, despite slight revenue growth. The company's balance sheet is strong with a net debt of 2.16B EUR, representing just 1.5 times the lease-adjusted EBITDA. Despite potential market volatility in 2025, Arkema's diversified production facilities in North America mitigate risks from Trump's tariffs.