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Solvay SA

Solvay SA is a worldwide producer of basic and performance chemicals. It makes soda ash and derivatives for glass, lithium-ion batteries, detergents, and chemicals, plus sodium bicarbonate for food, animal feed, flue gas treatment, and healthcare. The company also supplies hydrogen peroxide, precipitated silica, highly dispersible silica, oxygenated solvents, polyamides, and fluorine and rare-earth formulations for industries including tires, electronics, automotive, water, and semiconductors. Founded in 1863, Solvay SA is headquartered in Brussels, Belgium.

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Critical Materials & Supply Chain

Solvay confirms talks with OneIM on rare earths partnership

Solvay has confirmed it is in discussions with One Investment Management (OneIM) regarding a potential strategic partnership for its rare earths business. The company stated that there is no certainty these talks will result in an agreement or transaction, and it will make a further announcement if appropriate. Solvay, a chemical company with around 8,400 employees and €4.3 billion in underlying net sales in 2025, is listed on Euronext Brussels and Paris.
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Critical Materials & Supply Chain › Rare Earths & Permanent Magnets Capital
0NZR.LSE · Capital · Neutral Solvay confirms talks with OneIM on rare earths partnership, but no certainty of deal.
One Investment Management (OneIM) · Capital · Neutral OneIM is in discussions with Solvay for a potential strategic partnership.
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TSMC's 67.7% Margin Spurs Solvay to Double Taiwan Peroxide Capacity

Taiwan Semiconductor Manufacturing, the world's dominant contract chipmaker, is getting a supply-chain boost as Solvay plans to more than double Taiwan's annual production capacity for ultra-pure hydrogen peroxide from 35,000 tonnes to over 70,000 tonnes by year-end, Reuters reported Thursday. The electronic-grade chemical is used to clean wafers, where microscopic contaminants can destroy complex circuitry. Solvay is scaling its Tainan joint venture and targeting a threefold expansion of its global electronic-grade peroxide business within five to seven years. TSMC's second-quarter results delivered $40.2 billion in revenue, a 67.7% gross margin, and a 60.3% operating margin, and suppliers rarely double capacity without seeing serious demand ahead. However, TSMC's share price of $411.3263 sits 27.52% above its GF Value of $322.57, indicating investors already expect near-flawless execution.
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Critical Materials & Supply Chain › Semiconductor Materials ▲Demand
Semiconductors › Materials & Specialty Chemicals ▲Demand
0NZR.LSE · Demand · Positive Solvay plans to double Taiwan peroxide capacity due to TSMC's strong demand
2330.TW · Demand · Positive TSMC's high margins and supplier expansion indicate strong demand for its services
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Solvay confirms full-year guidance despite second-quarter earnings decline

Solvay reported second-quarter 2026 underlying net sales of €1,031 million, down 7.4% organically from a year earlier, and confirmed its full-year guidance. Underlying EBITDA fell 19.5% organically to €187 million, with the margin narrowing to 18.1%, as the company cited continued weakness in soda ash pricing and a negative impact from the Middle East conflict that temporarily shut its Peroxides plant in the region. Structural cost savings delivered another €26 million in the quarter, and underlying net profit from continuing operations was €64 million. Free cash flow for the first half was €15 million, with underlying net debt at €1.8 billion and a leverage ratio of 2.3 times. Solvay expects a stronger second half, anticipating the restart of its Saudi Arabia Peroxides plant in the third quarter, and reaffirmed its 2026 outlook for underlying EBITDA between €770 million and €850 million and free cash flow of at least €200 million.
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0NZR.LSE · Capital · Negative Q2 earnings declined with underlying EBITDA down 19.5% and margin narrowing to 18.1%.
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