The earnings call highlighted strong performance in several segments, with significant EBITDA growth and a strong cash position. However, high leverage and market challenges, particularly in Europe, present concerns. The sentiment is balanced with both positive achievements and ongoing challenges.

Company Guidance

During Braskem's earnings call for the first quarter of 2025, significant guidance and metrics were shared. The company reported a consolidated recurring EBITDA of $224 million, marking a 121% increase compared to the previous quarter. Net profit attributable to shareholders was $113 million, buoyed by favorable international market spreads for PE and chemicals. Operationally, Braskem maintained high safety standards with an average global accident frequency rate of 0.92 events per million hours worked. The company's cash position stood at $2 billion, sufficient to cover debt maturities for the next 33 months without tapping into a $1 billion international revolving credit line. The Mexico segment achieved a recurring EBITDA of $37 million, an increase of 6% from the previous quarter, and the United States and Europe segment reported a recurring EBITDA of $20 million. The company also highlighted strategic initiatives, including the inauguration of an ethane import terminal in Mexico and a focus on increasing the production of green ethylene, with the capacity at Triunfo revised to 270,000 tons annually. Braskem's corporate debt profile remained elongated, with an average term of around nine years and 68% of the debt maturing from 2030. The company also discussed its strategic direction, emphasizing resilience, financial health, and transformation, with initiatives aimed at generating an additional $600 million in EBITDA growth by 2030.

Significant Increase in EBITDA

Braskem's consolidated recurring EBITDA for Q1 2025 was $224 million, a 121% increase compared to Q4 2024.

Net Profit Growth

The net profit attributable to shareholders was $113 million, driven by greater spreads of PE and chemicals and increased sales in international markets.

Strong Cash Position

Braskem's cash position was $2 billion at the end of Q1 2025, sufficient to cover debt maturities for the next 33 months without considering a $1 billion revolving credit line.

Operational Improvements

All segments showed higher utilization rates, and the global accident frequency rate was maintained at 0.92 events per million hours worked.

Renewables Segment Achievements

Green ethylene operations increased, and capacity at Triunfo was revised to 270,000 tons per year. The company celebrated 15 years of its Agriem Bio Base portfolio.

Inauguration of Ethane Import Terminal in Mexico

Braskem Idesa inaugurated an ethane import terminal with a capacity to receive and store 54,000 tons, supporting full operational capacity in the region.

Braskem SA (BAK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BAK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.36 / -	-0.25	―	―	―
Aug 06, 2025	2025 (Q2)	-0.60 / -0.26	-1.671	84.50% (+1.41)
May 09, 2025	2025 (Q1)	0.48 / 0.31	-0.62	150.65% (+0.93)
Feb 27, 2025	2024 (Q4)	-0.88 / -2.50	-0.77	-225.32% (-1.73)
Nov 07, 2024	2024 (Q3)	-0.17 / -0.25	-1.234	79.74% (+0.98)
Aug 08, 2024	2024 (Q2)	-1.04 / -1.67	-0.397	-320.91% (-1.27)
May 09, 2024	2024 (Q1)	-0.48 / -0.62	0.092	-773.91% (-0.71)
Mar 18, 2024	2023 (Q4)	-0.34 / -0.77	-0.859	10.36% (+0.09)
Nov 09, 2023	2023 (Q3)	-0.48 / -1.23	-0.67	-84.18% (-0.56)	―	―
Aug 09, 2023	2023 (Q2)	-0.31 / -0.40	-0.687	42.21% (+0.29)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BAK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$3.12	$3.15	+0.96%
May 09, 2025	$3.95	$3.62	-8.35%
Feb 27, 2025	$4.08	$3.97	-2.70%
Nov 07, 2024	$6.11	$5.82	-4.75%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Braskem SA (BAK) report earnings?

Braskem SA (BAK) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Braskem SA (BAK) earnings time?

Braskem SA (BAK) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BAK EPS forecast?

BAK EPS forecast for the fiscal quarter 2025 (Q3) is -0.36.

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