Braskem releases transcript of Q2 2026 earnings call

BAK•2026-08-31

Braskem posted the 2Q26 earnings call transcript, attended by CEO Hélcio Tokeshi, CFO Carlos Brandão, and IR director Rosana Avolio.
Recurring EBITDA totaled USD 1.04 billion with a 24% margin, aided by Middle East-related spread gains and USD 115 million REIQ credits.
Brazil segment recurring EBITDA reached USD 869 million; volumes fell on higher imports, partly offset by stronger polypropylene demand.
Management cited cash generation near flat due to working-capital use; recurring cash generation was about USD 210 million.
CFO outlined creditor talks with two groups, banks and bondholders; CEO flagged a push to recalibrate Brazil’s US polyethylene antidumping duty.

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