ARKEMA-SPONSORED ADR Business Summary

Arkema-Sponsored ADR (ARKAY) represents the U.S. equity interest in Arkema S.A., a global leader in specialty chemicals that generates revenue through the manufacturing and sale of high-performance materials across three core segments: Adhesive Solutions, Advanced Materials, and Coating Solutions. Operating a B2B model, the company provides essential chemical building blocks and formulated products to the construction, automotive, electronics, and renewable energy sectors. The Adhesive Solutions segment, led by the Bostik brand, focuses on high-value bonding technologies, while Advanced Materials leverages bio-based polyamides and PVDF for battery and lightweighting applications. Coating Solutions provides sustainable resins and additives for decorative and industrial paints. Arkema competes directly with global chemical giants such as BASF, Evonik, Henkel, and Syensqo. Within this landscape, Arkema distinguishes itself as a pure-play specialty materials provider, having successfully divested its volatile commodity intermediates to focus on high-margin, innovation-driven markets. The leadership team is headed by Chairman and CEO Thierry Le Hénaff, who has led the company since its 2006 spin-off from Total and is credited with transforming Arkema into a specialty materials powerhouse. He is supported by CFO Marie-José Donsion, formerly of Alstom, who oversees the group's disciplined capital allocation and M&A strategy. Other key executives include Vincent Legros, Executive Vice President of Adhesive Solutions, and Marc Schuller, who oversees Advanced Materials and Coating Solutions. The company's strategic direction is guided by a diverse Board of Directors, which includes representatives from major institutional investors such as Norges Bank Investment Management and BlackRock. This leadership group is currently executing a long-term roadmap focused on decarbonization and circularity, positioning the firm as a critical enabler of the green energy transition through its specialized polymer and battery material portfolios.