Unipar Carbocloro SA (BSP:UNIP6)

Q3 2025 Unipar Carbocloro SA Earnings Call Transcript

Nov 14, 2025 / 05:00 PM GMT

Release Date Price: R$64.11 (-2.86%)

Transcript

Key Points

Positve

Unipar Carbocloro SA (BSP:UNIP3) achieved a 14% year-over-year increase in recurring adjusted EBITDA, reaching BRL266 million with a margin of 20%.
The company demonstrated resilience through a sales portfolio predominantly composed of chemical products, which are less exposed to the petrochemical cycle.
Unipar successfully executed a debt reprofiling, extending maturities and reducing costs, resulting in a cash position sufficient to cover 47 months of debt amortization.
The company is advancing strategic investment projects, including a 15% expansion of chlorine and caustic soda production capacity and a 25% increase in PVC emulsion capacity.
Unipar's operational performance improved with a higher electrolysis utilization rate and increased self-produced power in Brazil, reducing reliance on external power sources.

Negative

The petrochemical cycle remains in a downturn, with falling prices and historically low margins, impacting Unipar's financial performance.
The domestic market in Argentina remains weak, affecting demand for PVC and caustic soda due to sluggish economic activity.
Unipar faced a 13% decline in EBITDA quarter-over-quarter, primarily due to the appreciation of the Brazilian real and reductions in international caustic soda and PVC prices.
High levels of imported PVC into the Brazilian market continue to pressure local prices and margins.
The company experienced increased debt levels due to higher CapEx and dividend payouts, impacting leverage ratios.

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

UNIP6.SA - Unipar Carbocloro SA
Q3 2025 Unipar Carbocloro SA Earnings Call
Nov 14, 2025 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to UNI par's third quarter 2025 earnings call. Joining us today are Rodrigo Canaval, CEO Alessandra Girosalmi, CFO and IRO, as well as our IR team. Please. Be advised that this event is being recorded and simultaneously translated. The translation is available by clicking the interpretation button. For those listening to the call in English, you can mute the original audio in Portuguese by choosing mute original audio. The presentation is available for download on the platform and on the company's website at ri.unipar.com.

Following the presentation, we will begin the Q&A session when further instructions will be given.

Before we proceed, we would like to clarify that any statements

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