Q3 2025 Companhia Brasileira de Aluminio Earnings Call & Strategic update Transcript
Key Points
- Companhia Brasileira de Aluminio SA (BSP:CBAV3) successfully recovered liquid aluminum production, improving production KPIs and reducing alumina costs.
- The acquisition of wind energy assets for 2025 strengthens CBA's competitiveness and diversifies its energy matrix without additional costs.
- CBA improved its debt profile by issuing debentures and reducing average costs, showcasing financial discipline.
- The company achieved significant ESG advancements, scoring 74 out of 100 on the S&P Global Corporate Sustainable Assessment.
- CBA's sales volume for aluminum increased by 2% compared to Q3 2024 and 10% compared to Q2 2025, driven by higher sales of ingots and primaries.
- Adjusted EBITDA decreased by 43% compared to the previous quarter, despite a year-over-year increase of 24%.
- The cost of electricity peaked due to increased production, leading to higher energy consumption from expensive contracts.
- CBA faced operational challenges in alumina production, impacting costs and requiring significant maintenance efforts.
- The aluminum market remains volatile, with geopolitical issues and tariffs affecting sales and competition.
- CBA's cost competitiveness fluctuated due to currency variations and market dynamics, impacting its position in the global cost curve.
Hello, everyone. For those of you who don't know me, I'm Amabile Silva, the Investor Relations Manager at CBA. Thank you all for your participation in our earnings call. This addition is even more special because besides presenting the main results in the quarter, we're going to revisit some important points in our strategy. And before we begin, I will share the disclaimer of this presentation, which is available on the Investor Relations website at CBA, where we'll also have the recording available.
I want to reinforce that some of the information in this presentation, including statements and expectations about future events and results, which depend materially on general economic, political and business conditions in Brazil and in the global markets, as well as other factors.
This event is being recorded (Event Instructions) And before beginning the presentation, I'm going to quickly cover the agenda. So I'll start off with some highlights in the quarter. Then Luciano will come to talk about the CBA
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