Adhesive Technologies Power Henkel’s Upgraded 2026 Sales Forecast Amidst EV and Electronics Surge

August 9, 2026

Henkel Germany

Overview

Henkel has significantly upgraded its 2026 full-year sales guidance, driven by robust H1 performance and a formidable 4.5% organic sales growth in its Adhesive Technologies business unit. This strong momentum, particularly a 7.8% organic sales surge in Mobility & Electronics, reflects escalating demand from EV and next-generation electronic devices. Strategic investments in smart factories and co-creation hubs, alongside successful M&A, position Henkel to capitalize on these high-growth sectors.

In Depth

Background

The global demand for high-performance adhesives is experiencing continuous growth across critical sectors, including electronics, automotive, and packaging. This surge is particularly propelled by the rapid expansion of the electric vehicle (EV) market and the widespread proliferation of 5G and artificial intelligence (AI) powered devices. These advancements necessitate sophisticated bonding and sealing materials capable of delivering advanced functionalities such as superior heat resistance, enhanced electrical conductivity, lightweight properties, and exceptional durability. Recognizing these emerging trends early, Henkel has established itself as a technological leader, driving innovation and market introduction of advanced material solutions. With a globally integrated production system and a robust R&D network, the company demonstrates significant agility in responding to evolving regional and technological demands.

Key Findings

German chemical powerhouse Henkel reported a robust performance in the first half of 2026, leading to an upward revision of its full-year organic sales growth outlook. The Adhesive Technologies business unit served as a primary growth engine, achieving an impressive 4.5% organic sales growth and significantly contributing to the company’s overall 3.2% organic sales increase. This exceptional performance from the adhesive division, coupled with its high profitability, was a major driver for Henkel’s consolidated earnings.

A notable highlight within the Adhesive Technologies segment was the double-digit organic sales growth in the Mobility & Electronics business area, specifically a 7.8% increase. This strong indicator directly reflects the escalating demand for high-performance adhesives in electric vehicles and next-generation electronic devices. To further strengthen its competitive edge in this high-growth sector, Henkel is strategically investing in expanding its capabilities. Key initiatives include the construction of a new smart factory in China and the establishment of a co-creation hub in India, both aimed at accelerating the development and supply of innovative material solutions. Furthermore, targeted M&A activities within the Adhesive Technologies division positively impacted the first-half results.

Based on the sustained growth trajectory of its Adhesive Technologies division and solid performance across its diversified business portfolio, including consumer brands, Henkel has revised its full-year 2026 organic sales growth forecast to between 1.0% and 3.0%. The company remains committed to future investments in innovation, strategic M&A, and the establishment of highly efficient production systems to maintain and expand its global leadership. The Mobility & Electronics sector, identified as a high-growth area, is expected to be a pivotal revenue driver for Henkel’s sustained future success.

Source: https://www.henkel.com/press-and-media/press-releases-and-kits/2026-08-06-henkel-delivers-strong-sales-and-earnings-performance-in-the-first-half-and-upgrades-top-line-guidance-for-2026-2217762

Get our weekly technology intelligence — free

Receive an infographic that lets you judge at a glance whether each field’s analysis report is worth reading.

Subscribe Free — Weekly Tech Intelligence

By subscribing, you’ll receive Troy-Technical’s weekly technology intelligence newsletter.