Orbia posts transcript of Q2 2026 earnings call

• Orbia published its Q2 2026 earnings call transcript from July 23, attended by CEO Sameer Bharadwaj, CFO Cristian Capellino, and IR VP Diego Echave.
• Q2 revenue rose 20% to USD 2.4 billion; EBITDA climbed 56% to USD 467 million, led by higher PVC resin pricing and stronger Fluor and Connectivity demand.
• Management lifted its 2026 EBITDA outlook to at least USD 1.2 billion; capex seen around USD 400 million, mainly for Fluor & Energy Materials.
• Net debt-to-EBITDA improved to 3.28x from 3.64x; adjusted leverage fell to 3.24x, with a year-end target “very close to 3”.
• Connectivity cited AI data centers as a fast-growing business, rising to 15%-20% of revenue; Fluor flagged 227ea medical propellant end-of-life gains as non-recurring.

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