@Kemira_IR Congratulations Kiira and Heidi 
https://www.irnordicmarkets.se/results-irnm-2026
13 Likes
In March, orders in the chemical industry in particular grew. The value of orders was as much as 37.5% higher than at the same time last year.
Orders in the chemical industry were also on the rise in March of last year, so the reason for the change cannot be attributed solely to a weak comparison figure; instead, it appears to be genuine growth. Since last autumn, the trend in the chemical industry has been clearly upward.
Data that came out on Friday, why didnât Kemiraâs share price take off?
15 Likes
I could imagine the reason being that the statistics only cover production occurring at facilities located in Finland. Doesnât Kemira have 4 plants in Finland (Harjavalta, Pori, Joutseno, Kuusankoski) and nearly 60 plants globally?
A significant portion of that Finnish capacity is for the paper industry, about which Statistics Finland mentioned the following:
The value of new orders developed most poorly in the paper industry. Companies in the sector received 1.1% fewer orders in March than a year earlier.
Of course, two of the Finnish plants are Water Solutions plants, but they certainly also supply the paper side.
10 Likes
Yes, as @tissotti pointed out, those statistics do not provide a clear picture of the changes in Kemiraâs demand. In the domestic market, it is driven by demand from customer sectors, where changes are significantly lower.
10 Likes
Kemira Oyj, Inside information, June 10, 2026 at 2.45 p.m.
Kemira lowers its profitability outlook for 2026 due to increased raw material and transportation costs resulting from the prolonged war in Iran. The negative impact of rising costs on Kemiraâs second-quarter financial performance has been greater than previously expected. Kemira has mitigated the impact of cost increases through price hikes, but their effect comes with a delay and has so far been lower than anticipated due to weak demand in the companyâs most significant customer industries.
Kemira now expects revenue for 2026 to be between EUR 2,600 and 3,000 million and operative EBITDA to be between EUR 400 and 500 million in 2026. Previously, Kemira estimated revenue to be between EUR 2,600 and 3,000 million and operative EBITDA to be between EUR 470 and 570 million. The background assumptions for the outlook have also been updated.
17 Likes
Here is the company report on Kemira by Petri following the negative profit warning.
Kemira issued a profit warning on Wednesday, driven by rising raw material and transportation costs caused by the war in Iran. Compensating for these impacts typically happens with a delay, but currently, price increases are also hindered by sluggish demand in customer industries. Reflecting the profitability pressure caused by cost inflation, we have made significant cuts to our earnings forecasts for the current year and the coming years.
6 Likes
It seems that the majority of the problems are linked to the war in Iran and the situation in the Strait of Hormuz, depending on the extent to which raw materials (r-aineet) are connected to the situation. Switching to alternative sources will require time in terms of both contracts and logistics!
6 Likes