Tarkett SA

TKTT

Equity

ISIN FR0004188670 / Valor 1418096

Euronext - Euronext Paris (2025-12-23)

EUR 17.00%

Tarkett SA
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About company

Tarkett SA is a global leader in the design and manufacture of a diverse array of flooring solutions, with a history spanning over 140 years. The company specializes in producing high-quality commercial flooring products, including vinyl, linoleum, carpet, wood, laminate, rubber, turf, and tracks. Tarkett is dedicated to delivering high-performing, durable products that incorporate the latest designs. The company serves a wide range of sectors, providing flooring solutions for hospitals, schools, residential buildings, hotels, offices, retail spaces, and sports fields. Tarkett emphasizes innovation and sustainability in its product development, aiming to meet the evolving needs of its customers while minimizing its environmental impact. The company's approach to business is centered around the Tarkett Human-Conscious Design® philosophy, which prioritizes the wellbeing of individuals and communities, and it actively engages in efforts to promote a circular economy. Through its operations, Tarkett seeks to contribute to the advancement of sustainable development, aligning its strategies with several of the United Nations' 2030 Sustainable Development Goals.

Summarized from source with an LLMView SourceSector: Industrials

Key figures

Q3 2025 revenue €996.0m (Q3 2024: €1,002.0m). Reported change -0.6%; organic change -1.6%. Selling prices roughly flat (~-0.3%). 9M 2025 revenue €2,569.4m, reported +0.3%, organic -0.8%.

Segment performance

EMEA: €210.5m, reported -1.7%, organic -1.8% (residential weakness; commercial healthcare/education/offices resilient). North America: €207.8m, reported -4.9% but organic +2.2% (currency headwind -4.8%, scope effect -2.3% after a 2024 disposal). CIS/APAC/Latin America: €144.4m, reported -6.8%, organic -7.6% (Russia volumes down ~13%; China & SE Asia growing; mixed performance in LatAm).

Sports segment

Sports revenue €433.2m, reported +4.6% but organic -1.1%; acquisitions contributed +9.1% while currency (USD) weighed -3.4%. Artificial turf in the US slowed due to project delays and regulatory/fiscal changes; athletics tracks and European activities grew.

Currency and scope effects

Weakened US dollar was a material headwind (noted across segments, especially North America and Sports). Scope changes (recent acquisitions and prior disposals) added to reported growth (Q3 scope effect +€32.9m), while currency translation reduced reported sales (Q3 currencies ~-€26.4m).

Outlook and profitability guidance

Because residential and some North American orders remain sluggish and the dollar has weakened, Tarkett SA now expects 2025 Adjusted EBITDA to be close to 2024 (€329m) rather than the €360m target announced earlier. The company cites structural cost reductions and strong positioning in commercial and sports markets to support future recovery.

Corporate update

Following the public buy-out, controlling shareholder Tarkett Participation holds 97.11% of Tarkett SA’s capital. A minority shareholder has appealed the AMF clearance; the Paris Court of Appeal decision is expected at the end of November 2025.

Summarized from source with an LLMView Source

Key figures

59.6%1Y

45.5%3Y

16.9%5Y

Performance

20.3%1Y

27.4%3Y

30.3%5Y

Volatility