Q3 2025 Chemtrade Logistics Income Fund Earnings Call Transcript

Nov 12, 2025 / 03:00 PM GMT

Release Date Price: $10.89 (+7.95%)

Transcript

Key Points

Positve

Chemtrade Logistics Income Fund (CGIFF) reported the highest quarterly EBITDA in its history, with a 10% year-over-year increase.
Third quarter revenue increased by 12%, driven by strong performance in both business segments.
Distributable cash after maintenance CapEx increased by approximately 18%, with a 24% increase on a per unit basis year over year.
The sulfur water chemical segment saw a 19% revenue growth, driven by higher prices and volumes for key products.
Chemtrade maintained a strong balance sheet with a net debt to EBITDA ratio of 1.8 times and ample liquidity of approximately $484 million.

Negative

Corporate costs increased significantly year over year, primarily due to higher incentive compensation and foreign exchange impacts.
The electrochemicals segment experienced a decrease in netbacks due to lower chlorine prices.
There is an expected contraction in the fourth quarter, particularly in the chlorine business within the electrochemicals segment.
The closing of the Polytech acquisition has been delayed due to the US government shutdown affecting regulatory approvals.
Potential headwinds from foreign exchange fluctuations could impact financial performance moving forward.

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

CHE_u.TO - Chemtrade Logistics Income Fund
Q3 2025 Chemtrade Logistics Income Fund Earnings Call
Nov 12, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to Chemtrade Logistics Income Fund 3rd quarter 2025 conference call. At this time, all lines are in a lesson only mode. Following the presentation, we will conduct a question-and-answer session. If anyone has any difficulties hearing the conference, please press door 0 for operator assistance at any time.

I would now like to turn the conference call over to Rahit Barwal, Chief Financial Officer. Please go ahead.

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Unidentified_2 [2]
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