Unipar Carbocloro SA (BSP:UNIP5)

Q1 2026 Unipar Carbocloro SA Earnings Call Transcript

May 15, 2026 / 05:00 PM GMT

Release Date Price: R$62.25

Transcript

Key Points

Positve

Unipar Carbocloro SA (BSP:UNIP3) has entered a new long-term solar energy contract with Casa dos Ventos, ensuring competitive and sustainable energy supply.
The technological modernization of the Kubaton plant has been completed, leading to significant energy savings and increased operational reliability.
The company achieved all its 2025 sustainability goals, including a 22% reduction in CO2 emissions and 79% renewable energy usage.
Unipar Carbocloro SA reported a strong cash position of R1.2 billion, sufficient to cover 30 months of debt amortization.
The company reversed a previous quarter's loss, achieving a net profit of 37 million reais in Q1 2026.

Negative

The international prices for caustic soda and PVC remained low, impacting revenue negatively.
The appreciation of the Brazilian real against the US dollar and persistent inflation in Argentina posed macroeconomic challenges.
Electrolysis capacity utilization dropped to 73% due to non-recurring factors related to new technology implementation.
Recurring EBITDA decreased by 20% compared to the previous quarter, influenced by lower international prices and currency depreciation.
The net debt over EBITDA ratio increased due to the completion of a large CapEx cycle and lower production levels.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UNIP6.SA - Unipar Carbocloro SA
Q1 2026 Unipar Carbocloro SA Earnings Call
May 15, 2026 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the fourth quarter, the first quarter of 2025 earnings conference call. Joining us today, we have Rodrigo Ranavao, CEO, Alexandre Giroussami, CFO, and the Investor Relations Officer and the IR team. Please note that this event is being recorded and translated simultaneously. The translation is available by clicking on the interpretation button. For those listening to the conference call in English, there's an option to mute the original audio in Portuguese. And by clicking on the mute original audio. The presentation is available for download on the platform and on the company's website at uni.unipar.com.

After the presentation, we will begin the question-and-answer session. With additional

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