Solvay sets 2026 underlying EBITDA guidance of EUR 720-740 million after preliminary Q3

Solvay guided 2026 underlying EBITDA to EUR 720-740 million and free cash flow to shareholders from continuing operations to EUR 120-150 million, alongside preliminary third-quarter 2026 results. The future of trading reported the guidance and the preliminary figures. Solvay is a Belgian producer of essential and specialty chemicals, supplying soda ash, peroxides, silica, fluorine chemicals, polyamides and rare earth oxides to automotive, electronics, construction, consumer goods, food and industrial customers.

Solvay's Preliminary Third-Quarter Figures

Solvay reported preliminary third-quarter 2026 underlying net sales of EUR 1.03 billion and preliminary underlying EBITDA of EUR 173 million. Preliminary third-quarter free cash flow to Solvay shareholders from continuing operations was EUR 54 million. The Middle East conflict reduced third-quarter 2026 underlying EBITDA by EUR 25 million, and the Sadara complex shutdown accounted for a EUR 15 million impact in the same quarter. Solvay's 2026 guidance covers underlying EBITDA of EUR 720-740 million and free cash flow to shareholders from continuing operations of EUR 120-150 million.

Solvay's Rare Earths and Soda Ash Records

Solvay signed a non-binding letter of intent with Viridis Mining and Minerals in June 2026 to secure mixed rare earth carbonate feedstock from Brazil for its La Rochelle separation facility, targeting 30% of European magnet-grade rare earth supply by 2030, with a final investment decision expected in the second half of 2026 and volumes from 2028, according to akta.pro company records. The European Patent Office upheld Solvay's soda ash recycling patent EP 3 971 138 B1 in May 2026 after an opposition by WE Soda Ltd, providing unitary patent enforcement across 18 European countries. At the 2026 AGM, shareholders approved a gross dividend of EUR 2.43 per share and renewed Pierre Gurdjian's independent Director mandate for four years. Solvay's profile lists 43 production sites and EUR 4.3 billion in 2025 net sales.

Solvay's Earlier Rare Earths and Capacity Moves

Solvay confirmed in September 2026 that it was discussing a potential strategic partnership with One Investment Management for its rare earths business, Investegate reported. Solvay said in September 2026 that it is more than doubling annual production capacity for electronic-grade hydrogen peroxide in Taiwan through its Shinsol Advanced Chemicals joint venture, with completion scheduled by the end of 2026, Indianchemicalnews reported. In October 2026, Solvay launched Solsys Care Max, a laundry performance solution for detergent formulators targeting cold and quick wash programs, B2B Marketplace reported.

Solvay's Next Steps

Solvay's final investment decision on the Viridis rare earth carbonate feedstock is expected in the second half of 2026, with volumes from 2028. Completion of the electronic-grade hydrogen peroxide capacity expansion in Taiwan is scheduled by the end of 2026.