SYENSQO
Chemicals · Basic Materials
Analyst
BNP
Equibles does not estimate personal net worth.
Laurent Guy Favre is recorded as Analyst at BNP. Laurent Guy Favre has spoken on 5 earnings calls across 5 companies, most recently for Syensqo SA on July 30, 2026. Those appearances were for Syensqo SA (SYNSY), SYENSQO, ARKEMA, Axalta Coating Systems Ltd. (AXTA) and Ppg Industries Inc (PPG). The companies whose calls Laurent Guy Favre spoke on are classified in the Basic Materials sector.
“My question is regarding those comments, those encouraging comments on the semis side.”
“My question is regarding those comments, those encouraging comments on the semis side.”
“My first question, I guess, is on HPP, where we had stable Q2 each, stable each Q3, and Q4, I think, a bit of a collapse, down 15%. We saw something similar with your peer this morning.”
“I guess I've got a question around margin assumptions for the year. So you're guiding, I guess, sales up low single digits, EBITDA up low single digits. I'm a bit surprised, I guess, by the comments around productivity and also pricing.”
“I want to go back to the M&A discussion. I understand what you're saying on buybacks versus M&A, but there are some pretty obvious situations with assets coming out or potentially coming out of the recent announcements in Germany, Amsterdam, and Philly.”
BNP
Analyst
Transcript header (unverified)
SYENSQO
Chemicals · Basic Materials
SYNSY
Chemicals · Basic Materials
ARKEMA
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
First half year 2026 earnings
SYENSQO
Full year 2025 results - Thursday, February 26, 2026 at 11:30 AM Paris time - Click here to access the Webcast
ARKEMA