特种化学品制造商科莱恩（CLN.S）于周二公布了低于预期的季度核心利润，导致其股价下跌2%，原因是其催化剂业务的销售量持续受到伊朗战争的冲击。
Speciality chemicals maker Clariant (CLN.S) reported a weaker-than-expected quarterly core profit on Tuesday, sending its shares 2% lower, as volumes in its Catalysts business continued to be hurt by the Iran war.
这家瑞士公司首席执行官康拉德·凯伊泽（Conrad Keijzer）在对记者讲话时重申了其7月份的言论，称由于催化剂部门在中东地区拥有大量业务，该公司受该冲突的影响远超同行。该地区占科莱恩营收的10%。
The Swiss company is disproportionately affected by the conflict due to the Catalysts unit's large Middle East exposure, CEO Conrad Keijzer told journalists, reiterating his comments from July. The region makes up 10% of Clariant's revenue.
其调整后息税折旧摊销前利润同比下降6.5%，至1.515亿瑞士法郎（合1.85亿美元），低于该公司提供的分析师1.59亿法郎的预测值。
Its adjusted earnings before interest, taxes, depreciation and amortisation fell 6.5% from a year ago to 151.5 million Swiss francs ($185 million), missing analysts' 159 million franc forecast provided by the company.
凯伊泽在财报声明中表示：“护理化学品以及吸附剂与添加剂业务实现了价格主导的增长，而催化剂业务的销售量则继续受到中东冲突的影响。”
"Care Chemicals and Adsorbents & Additives recorded pricing-led growth, while Catalysts' volumes remained impacted by the Middle East conflict," Keijzer said in the earnings statement.
他在一次记者电话会议上补充说，科莱恩从中东相关供应链中断中获得的益处少于某些欧洲化学品同行，因为以高产能运行的客户推迟了催化剂的补货订单，同时一些客户仍处于不可抗力状态。
Clariant has benefited from the Middle East-related supply disruptions less than some European chemical peers, because customers operating at high utilisation rates delayed catalyst refill orders, while some clients remained under force majeure, he added during a press call.
不过，催化剂业务1.9%的销售量降幅远小于第二季度14.2%的跌幅。
However, the 1.9% volume drop in Catalysts was much smaller than the 14.2% decline seen in the second quarter.
凯伊泽表示，需求正在缓慢复苏，但这种反弹仍然脆弱，因为国防和数据中心等行业的增长尚未转化为化学品需求的全面复苏。
Demand is slowly recovering, but the rebound remains fragile as growth in sectors such as defence and data centres has yet to translate into a broader recovery in chemicals demand, Keijzer said.
科莱恩维持了其2026年业绩展望，理由是第四季度订单充足（特别是催化剂业务），且其削减成本计划持续取得进展。
Clariant maintained its 2026 outlook, citing a strong fourth-quarter order book, particularly in Catalysts, and continued progress on its cost-cutting programme.
凯伊泽表示，第四季度催化剂业务的营收应当会与去年一样强劲。他补充说：“就产品组合而言，如果我们现在看订单情况，相对于上年甚至应该是积极的。”
Keijzer said fourth-quarter Catalysts revenue should be as strong as last year. "In terms of mix, if we look at the order book right now, it should even be positive relative to the prior year," he added.
科莱恩的化学品被用于智能手机和电动汽车的生产，该公司表示，其在第三季度实现了1000万法郎的年度化成本节约。
Clariant, whose chemicals are used in production of smartphones and electric vehicles, said it recorded 10 million francs in annualised cost savings in the third quarter.
这使得今年以来的节省达到7900万瑞士法郎，使克兰特有望在2026年底前达到9000万瑞士法郎的目标。节省来自裁员、采购措施和场所合理化，这些措施有助于抵御通胀压力。
That brought year-to-date savings to 79 million francs, keeping Clariant on track to reach 90 million francs by the end of 2026. The savings came from job cuts, procurement measures and site rationalisation, which helped offset inflationary pressures.
首席财务官奥利弗·里特根对记者表示，700个职位受到裁员影响。
Chief Financial Officer Oliver Rittgen told journalists that 700 positions were affected by layoffs.