WACKER used its Capital Markets Day to introduce a strategy called REFOCUS, targeting growth above global GDP, an EBITDA margin of approximately 15%, plus or minus 2 percentage points, and return on capital employed above 10%. The company also said its PACE efficiency program is expected to deliver more than €300 million in annual savings beginning in 2028, while annual capital spending is planned at roughly €300 million to €400 million.

The shift is relevant to PCI because WACKER's Polymers and Silicones businesses supply dispersions, resins, polymer powders, silicones and related materials to coatings and adjacent formulation markets. PCI has covered WACKER's 2026 polymer and silicone price actions, but a targeted site search did not surface the new REFOCUS strategy.