Imerys 40 rev EUR801m, est EUR808.7m

Imerys 40 rev EUR801m, est EUR808.7m

Imerys Reports Q4 Revenue of EUR801m, Slightly Below Estimate of EUR808.7m
February 19, 2026

French industrial minerals company Imerys (EPA: IME) reported fourth-quarter revenue of EUR801 million for fiscal year 2025, according to its preliminary financial results. This figure falls marginally short of the estimated EUR808.7 million projected by analysts. The discrepancy, while modest, reflects ongoing challenges in key markets, including subdued demand in the automotive and construction sectors, which account for a significant portion of the company's output.

Imerys, a global leader in specialty mineral solutions, has faced headwinds from macroeconomic uncertainties and fluctuating raw material prices in 2025. Despite these pressures, the company maintained its focus on cost optimization and operational efficiency, as outlined in its annual strategic review. CEO Bertrand Rannou emphasized in a recent statement that the result aligns with the company's guidance for "cautious growth in a volatile environment."

The EUR801m revenue represents a 2.3% year-over-year decline, driven primarily by weaker performance in the Americas and Asia-Pacific regions. However, Europe, the company's largest market, saw stable demand, contributing 58% of total revenue. Analysts note that Imerys's diversified portfolio—spanning kaolin, talc, and synthetic minerals—has helped mitigate sector-specific downturns.

While the shortfall from the EUR808.7m estimate is unlikely to alter long-term investor sentiment, stakeholders will closely monitor the company's full-year results and capital allocation strategy. Imerys has committed to maintaining its dividend payout ratio of 40% of adjusted net profit, despite near-term revenue volatility.

With global industrial markets expected to stabilize in 2026, the company's performance in the coming quarters will be critical to assessing its ability to meet revised growth targets.

Imerys Q4 2025 Preliminary Financial Results
Analyst estimates from Bloomberg Finance L.P.