Kemira Oyj saw its stock decline by nearly 8% after the Finnish chemicals maker issued a profit warning and revised down its profitability outlook for 2026.
The company said the revision reflects material increases in raw material and logistics costs that it attributes to the prolonged war in Iran. Those cost pressures have forced Kemira to set a new 2026 revenue target range of 02,600 million to 03,000 million, with operative EBITDA expected between 0400 million and 0500 million.
The adjustment marks a sizeable change from the company 9s earlier assumptions and follows what Kemira described as elevated input and transportation costs driven by ongoing geopolitical tensions in the Middle East. According to the company 9s statement, the conflict has disrupted supply chains and pushed up prices for key raw materials and freight.
Kemira, which supplies chemicals and related services to water-intensive industries, said it issued the profit warning as management reassesses the firm's financial trajectory in the face of the more challenging operating environment. The company pointed specifically to the combined effect of higher raw material prices and rising logistics expenses as the rationale behind the lowered guidance.
Market reaction was immediate, with the stock falling nearly 8% on the update. The company 9s new guidance provides explicit ranges for top-line and adjusted profitability metrics for 2026, rather than precise single-point estimates, reflecting uncertainty in cost trends and supply-chain conditions.
Looking forward, the company will continue to monitor how the prolonged conflict and related market disruptions affect input pricing and transport capacity. Kemira 9s revised guidance and the share-price move underscore the sensitivity of suppliers to water-intensive industries to swings in commodity and logistics markets that are linked to geopolitical developments.
Key takeaways
- Kemira lowered its 2026 revenue outlook to between 02,600 million and 03,000 million and forecast operative EBITDA of 0400 million to 0500 million.
- The company attributed the downgrade to higher raw material and logistics costs caused by the prolonged war in Iran, which it says has disrupted supply chains and increased prices for inputs and transportation.
- Kemira provides chemicals and services to water-intensive industries and issued the profit warning while reassessing its financial trajectory amid the challenging operating conditions.
Context and implications
The move to publish a reduced guidance range reflects both current cost escalation and uncertainty about how long those pressures will persist. The revised outlook is likely to affect stakeholders across the chemicals value chain and users in water-intensive sectors who depend on stable chemical supply and pricing.