Q3 2025 Braskem SA Earnings Call (English, Portuguese) Transcript

Nov 11, 2025 / 03:30 PM GMT

Release Date Price: €1.14 (+9.62%)

Transcript

Key Points

Positve

Braskem SA (BAK) recorded a consolidated recurring EBITDA of $150 million, which is 104% higher than the previous quarter.
The company's cash position at the end of the quarter was approximately $1.3 billion, sufficient to cover debt maturities over the next 27 months.
Braskem SA (BAK) has implemented a resilience program that includes over 700 initiatives aimed at optimizing operations and reducing costs.
The company has made significant progress in its transformation program, including the approval of the expansion of the Rio de Janeiro plant's capacity.
Braskem SA (BAK) has secured a long-term ethane supply contract with Petrobras, which is expected to enhance the competitiveness of its operations.

Negative

The petrochemical industry is experiencing a prolonged downward cycle, impacting Braskem SA (BAK)'s performance.
Utilization rates at petrochemical plants in Brazil were lower due to scheduled maintenance and optimization strategies.
The global macroeconomic scenario is marked by moderate growth, high interest rates, and geopolitical tensions, affecting demand.
Braskem SA (BAK) recorded an operating cash consumption of approximately $62 million despite better EBITDA.
Corporate leverage stood at approximately 14.7 times at the end of the third quarter, mainly due to lower EBITDA over the last 12 months.

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

BRKM5.SA - Braskem SA
Q3 2025 Braskem SA Earnings Call (English, Portuguese)
Nov 11, 2025 / 03:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and thank you for waiting. Welcome to Brascam's 3rd quarter of 2025 results conference call.

With us here today we have Mr. Roberto Helms, Brascam's CEO, Philippe Jenks, Brascam's CFO, and Rosanna Vo, investor relations, strategic planning, and corporate market intelligence director.

Please note that this event is being recorded.

The presentation will be held in Portuguese with simultaneous translation into English. All participants can choose which language to listen to and see the presentation in using the show captions and interpretation buttons respectively.

After Brasscam's remarks, There will be a question-and-answer session.

Please note that questions must be

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