Wacker Chemie AG 9M 2025: Key Takeaways

Demonstrating Resilience Across All Divisions

Wacker Chemie’s key divisions — Silicones, Polymers, Biosolutions, and Polysilicon — demonstrated a resilient performance in a challenging macroeconomic environment. Despite global economic headwinds and energy cost pressures, the group delivered stable revenue and profitability, driven by higher volumes, better product mix, and operational excellence.

The Silicones division, Wacker’s largest contributor, maintained solid sales despite pricing normalization, supported by demand in construction, automotive, and electronics applications. The Polymers segment showed improved volumes and higher margins due to continued substitution of traditional materials with sustainable dispersions and binders.

Meanwhile, Biosolutions continued to grow steadily in life sciences and biotechnology applications, reflecting Wacker’s strategic focus on expanding its biotech footprint. The Polysilicon business, after experiencing market volatility in previous quarters, stabilised amid strong demand from both semiconductor and solar customers.

Financial Highlights

For the first nine months of FY 2024/25, Wacker Chemie achieved:

- Revenue slightly above the prior year’s level, supported by stronger volumes

- EBITDA growth driven by efficiency gains and lower raw material costs

- Improved cash generation and a solid balance sheet, allowing flexibility for future investments

Joerg Hoffmann underlined that Wacker’s consistent cost discipline and lean operations were key to maintaining profitability even in a challenging global market environment.

Strategic Focus: Firmly Rooted in Innovation, Sustainability & Specialty Growth

Wacker Chemie continues to transition from a cyclical materials company into a specialty and biotech-driven chemical leader. The group invests heavily in:

- High-margin silicone specialties for e-mobility, semiconductors, and healthcare

- Biosolutions, focusing on pharmaceutical proteins, cell-culture media, and biopharmaceutical contract manufacturing

- Sustainable production, including CO₂ reduction, circular materials, and renewable energy integration

These initiatives are aligned with Wacker’s long-term vision to achieve sustainable value creation and to strengthen its position as one of Europe’s most innovation-driven chemical groups.

Outlook

For the full year 2025, Wacker Chemie expects:

- EBITDA to remain solid in a normalizing pricing environment

- Revenue growth supported by increasing demand for specialty silicones and biosolutions

- Free cash flow to stay positive, reflecting the company’s strong operational performance

Wacker remains confident in its strategic course, emphasizing resilience, innovation, and financial discipline as the foundation for future growth. This confidence is underpinned by the company’s strong operational performance and strategic investments.

Key Takeaway

Wacker Chemie AG demonstrates that even in a volatile global environment, strong innovation, disciplined cost management, and diversified end markets create a stable and profitable business foundation.

As Joerg Hoffmann concludes:

“Wacker continues to deliver consistent results and invests strategically in technologies that will define the next decade — from biotech to sustainable materials.”

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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