PCC SE: Revenue +5–10% to nearly €1bn and EBITDA +20%+ expected in FY2026

Key highlights
  • Group revenue forecast to grow 5%–10% to nearly €1 billion in FY2026.
  • EBITDA before one‑time effects expected to increase by over 20% to a three‑digit million amount.
  • EBIT is projected to return to profit after prior‑year write‑downs caused a loss.
  • Chemical segments at near full utilization after a demand surge from Europe and North America since the outbreak of the Iran war in March.

Financial outlook

The Executive Board now expects group revenue to rise 5%–10% to nearly €1 billion and EBITDA (before one‑time effects) to increase by over 20% to a three‑digit million amount. EBIT is forecast to return to a positive result after prior‑year write‑downs led to a loss.

Second quarter

For Q2 the Board expects significant revenue growth, increases at all earnings levels and improved operating cash flow versus both the prior quarter and Q2 of the previous year; quarterly figures will be published on August 20, 2026.

Drivers

Management attributes the improvement to a persistently strong order situation in the chemical segments since the outbreak of the Iran war in March, with markedly higher demand from European and North American customers and near full utilization of production facilities. Rising raw material prices have so far largely been passed on through sales prices.

Investments and capacity

PCC cites an anticyclical investment strategy: new chlorine and surfactant plants were commissioned in Poland in 2025–2026, a plant complex for alkoxylates is being built at the Brzeg Dolny site, and a new combined transport terminal is under construction in southeastern Poland to expand intermodal logistics capacity.

Source: PCC SE