EMS Group: Key figures Half-Year Report 2026 (January - June 2026) Freitag, 10. Juli 2026 - 05:57

Magdalena Martullo presents a liquid cooling control system for data centers made of EMS high performance polymer

Magdalena Martullo (CEO, Ems-Chemie) and Roger Suess (CEO, Green Group) in front of the Green data center in Dielsdorf (ZH)

Andrea Campomilla (COO, Green Data Center), Magdalena Martullo (CEO, Ems-Chemie) and Roger Suess (CEO, Green Group) inside a room of the data center at Green

The EMS Group, active worldwide in the business areas High Performance Polymers and Specialty Chemicals, and with its companies combined in EMS-CHEMIE HOLDING AG, achieved net sales of CHF 1,012 million (1,020) and a net operating income of CHF 310 million (296) in the first half-year of 2026.

As expected, consumers and businesses remained unsettled about further development of the global economy. The inconsistent US trade policy and escalation of the war in the Middle East further suppressed the consumer mood. The Swiss Franc strengthened significantly. Shortages in the oil and gas supply from the Middle East caused an immediate rise in energy prices. The generally unstable global situation is further strengthening the Swiss Franc in its role as a "safe haven".

EMS showed a pleasing course of business with increasing sales volumes. Already at the beginning of 2026 EMS prepared for a challenging economic environment. The consistent strategy of growth with specialties and innovations was implemented successfully and new energy, cost and weight-saving solutions were realized globally.

EMS also prepared for possible international trade barriers at an early stage. Products sold in the US are produced nearly all locally or, as important specialties, are exempt from US customs duties. EMS has no business relations in the Middle East. Global delivery reliability of all EMS companies is ensured.

EMS achieved pleasing growth in all regions with innovative new business, supported by the globally implemented sales offensive and expansion of local development partnerships. Focus on specialties with challenging applications and total cost savings for customers were substantially responsible for the increase in operative profitability. In the currently challenging market environment, cost-saving metal-replacement and energy-efficient applications are particularly of high demand. Higher raw material costs were compensated promptly with unavoidable sales price adjustments.

Thanks to its strong position with specialties, cost discipline and proactive planning, EMS was able to successfully grow both sales volumes and operating income despite the unsettled market environment and weaker foreign currencies.

Consolidated net sales amounted to CHF 1,012 million (1,020) and showed growth of 4.5% in local currencies compared to previous year. Net operating income (EBIT) reached CHF 310 million (296), which is 4.7% higher than previous year. The net operating income before depreciation (EBITDA) increased to CHF 336 million (324) which is 3.9% higher than previous year. The EBIT margin was a high 30.6% (29.1%). The EBITDA margin was 33.2% (31.7%). The already outstanding profitability could be further increased.

At the Annual General Meeting of EMS-CHEMIE HOLDING AG on August 8, 2026, all current members of the Board of Directors and of the Remuneration Committee will be proposed for re-election. The BDO AG, Schiffbaustrasse 2, 8031 Zürich will be proposed as statutory auditor. As announced at the annual results media conference on February 6, 2026, the Board of Directors therefore intends to propose to the Annual General Meeting distribution of an ordinary dividend of CHF 14.65 (13.95) and an extraordinary dividend of CHF 3.75 (3.30) per share. A total dividend of CHF 18.40 (17.25) per share shall then be distributed.

For 2026 as a whole, EMS expects a continuing challenging geopolitical environment. Ongoing new policy announcements and unclear trade conditions are unsettling businesses and consumers. Given the unstable geopolitical situation, the Swiss franc may continue to face short-term appreciation pressure.

Despite a continuing unstable world economic environment, EMS successfully increases sales volumes through innovation, cost discipline and forward-looking planning. In the challenging global market environment, EMS is consistently focusing on growth with unique new developments. The globally rolled-out sales offensive and focused expansion of the technical sales and development organization are now showing encouraging results. The intensive local development partnerships - particularly in growing markets such as China, India and Brazil - serve as important pillars for EMS in realizing further cost improvements, energy savings and weight reductions together with customers. Close, globally supported development cooperation, combined with decades of experience, enables EMS to respond quickly and flexibly to customer needs at an early stage and to open up new application fields.

Through new developments, EMS is also successfully exploring numerous future growth areas, such as electric cars, robotics and data centers. Working in cooperation with technology leaders, EMS specialists are developing high-performance solutions for components that are exceptionally lightweight, robust and dimensionally stable. In automotive construction, EMS offers car manufacturers groundbreaking coating technologies that cure even at lower temperatures providing significant energy and weight savings for car manufacturers.

EMS considers itself in a good position to take advantage of the numerous opportunities available - in particular those resulting from higher energy costs - through metal replacement and energy-saving solutions, thereby generating disproportionate growth. EMS is countering the additional energy-driven costs in its own supply chain with corresponding sales price increases.

For 2026, EMS is slightly raising its net sales forecast. For the full year 2026, EMS now expects net sales slightly below previous year due to currency effects. Operating income (EBIT) is expected unchanged, slightly above previous year.