Orbia Advance Corporation SAB de CV (MXCHF)
OTHER OTC:MXCHF
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0Last Year’s EPS
-0.03Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call portrayed a mixed but constructive picture: several growth businesses (Connectivity, Fluor & Energy Materials, Precision Agriculture) delivered strong revenue and EBITDA gains and cash generation improved materially, supported by successful cost savings, refinancing actions and clear 2026 EBITDA guidance ($1.1–$1.2 billion). Offsetting these positives were meaningful declines in Polymer Solutions (large YoY EBITDA reductions), continued weakness and restructuring in Building & Infrastructure, $90 million of onetime charges, tax and FX-related headwinds, and leverage that remains elevated (~3.7x net debt/EBITDA). Management emphasized disciplined deleveraging, portfolio simplification and targeted growth investments, but the results are mixed enough that progress is evident while key legacy issues persist.Company Guidance
Full-Year Revenue Growth
Full year revenues of $7.6 billion, up 2% year-over-year, driven by higher volumes in Connectivity Solutions and improved product mix in Fluor & Energy Materials.
Quarterly Revenue and EBITDA Improvement
Q4 net revenues of $1.9 billion increased 5% year-over-year; Q4 EBITDA of $227 million increased 2% year-over-year.
Strong Cash Generation and Conversion
Operating cash flow in Q4 was $349 million, up $67 million (23%) year-over-year with a Q4 operating cash flow conversion rate of 154%. Free cash flow in Q4 was $204 million, up $80 million year-over-year. Full-year operating cash flow was $645 million and full-year free cash flow was $111 million (free cash flow increased $175 million year-over-year).
High-Growth Segments: Connectivity and Fluor & Energy Materials
Connectivity Solutions: Q4 revenues $226 million (+32% YoY) and Q4 EBITDA +61% YoY; full-year revenues $918 million (+9%) and EBITDA +21% YoY. Fluor & Energy Materials: Q4 revenues $268 million (+21% YoY) and Q4 EBITDA +107% YoY; full-year revenues $958 million (+11%) and EBITDA +14% YoY.
Precision Agriculture Momentum
Precision Agriculture full-year revenues $1.1 billion (+6% YoY) and full-year EBITDA $136 million (+9% YoY), with continued strength in Brazil, U.S., Turkey and Peru and growth in digital farming initiatives.
Cost Savings and Operational Discipline
Cost optimization program delivered cumulative annual savings of approximately $200 million by end of 2025 (≈80% of the $250 million target for 2027). Contribution from organic growth initiatives reached ~$59 million of EBITDA in 2025, with a target of $150 million by 2027.
Balance Sheet Actions and Liquidity Management
Extended all material debt maturities to 2030+ and raised ~ $1.4 billion to refinance obligations. Net debt-to-EBITDA was 3.70x (improved from 3.85x the prior quarter) and adjusted net debt/EBITDA was 3.40x (slight reduction from 3.42x). Noncore asset divestments have generated ~$90 million of proceeds toward a $150 million target.
Strategic Growth Projects and Attractive Battery Materials Opportunity
LiPF6 project proceeding (engineering phase) with total capex ~ $400 million, supported by ~$100 million DOE grant and ~$90 million in tax incentives; projected EBITDA contribution in the range of $100–$120 million under conservative pricing assumptions. Fluor & Energy Materials investments include expansion of custom electrolyte and medical propellant capacity (UK 152a plant expected production early 2027).
Sustainability and Recognition
Exceeded 2025 sustainability-linked sulfur oxide emissions reduction target and maintained inclusion in multiple sustainability benchmarks (S&P Dow Jones MILA Pacific Alliance, S&P Sustainability Yearbook, FTSE4Good, BMV ESG Index).
2026 Outlook and Guidance
Company expects full-year 2026 EBITDA in the range of $1.1 billion to $1.2 billion and capex of approximately $400 million, with continued positive momentum in Precision Agriculture, Fluor & Energy Materials and Connectivity Solutions.
MXCHF Earnings History
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
MXCHF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $1.24 | $1.24 | 0.00% |
Oct 22, 2025 | $0.97 | $0.97 | 0.00% |
Jul 23, 2025 | $0.66 | $0.67 | +1.05% |
Apr 24, 2025 | $0.74 | $0.77 | +3.90% |
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 Orbia Advance Corporation SAB de CV (MXCHF) report earnings?
Orbia Advance Corporation SAB de CV (MXCHF) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
What is Orbia Advance Corporation SAB de CV (MXCHF) earnings time?
Orbia Advance Corporation SAB de CV (MXCHF) earnings time is at Apr 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is MXCHF EPS forecast?
MXCHF EPS forecast for the fiscal quarter 2026 (Q1) is 0.