Aug 14, 2026 earnings call — Spread gains and capital restructuring focus
Consolidated recurring EBITDA was $1.043 billion with EBITDA margin of 24%.
Revenue $4.2B (est $4.3B) · EPS $1.65 (est $1.68)
Key quotes
"In the second quarter of 2026, the global macroeconomic environment remained volatile due to the conflict in the Middle East, which restricted the global supply of feedstock, particularly to Asia and raised international market prices of oil and naphtha, the company's main feedstock."
"As we've just mentioned, the restructuring efforts are one of the primary priorities for us in the short term. And we've been discussing this with some major groups of creditors."
"As a result, the total financial provision implemented for the event in Alagoas as of the end of June '26 was approximately BRL 18.2 billion, which approximately BRL 14.6 billion was previously disbursed and nearly BRL 1.2 billion were reclassified under other payables."