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Chemtrade Logistics Income Fund (CHE-UN) investor relations material

Chemtrade Logistics Income Fund Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary15 Aug, 2025

Executive summary

  • Q2 2025 delivered double-digit year-over-year growth in revenue, Adjusted EBITDA, and distributable cash, led by the EC segment and supported by favorable FX and operational execution.

  • Announced the acquisition of Polytec/Polytech for US$150 million, expected to close in Q4 2025, broadening water treatment offerings and supporting Vision 2030 growth targets.

  • 2025 Adjusted EBITDA guidance raised to $475–$500 million, positioning the year as one of the top two in company history.

  • Vision 2030 targets mid-cycle Adjusted EBITDA of $550–$600 million by 2030, with 5–10% annual growth from business improvements, organic projects, and acquisitions.

  • Strategic focus on organic growth, disciplined capital allocation, and maintaining a strong balance sheet.

Financial highlights

  • Q2 2025 revenue was $496.7 million, up 10.8% year-over-year; Adjusted EBITDA rose 19.9% to $138.0 million.

  • Distributable cash after maintenance CapEx grew 49.6% year-over-year to $71.5 million; per unit basis up 54.2% to $0.63.

  • Q2 payout ratio at 27%, trailing twelve months at 33%.

  • Net debt at June 30, 2025 was $982.8 million, with net debt to LTM Adjusted EBITDA at 2.0x and $700M in available liquidity.

  • Cash flows from operating activities were $83.4 million, down 18.4% year-over-year due to higher working capital and tax payments.

Outlook and guidance

  • 2025 Adjusted EBITDA guidance increased to $475–$500 million, a 10% rise from initial guidance, excluding Polytec earnings.

  • Implied 2025 payout ratio midpoint of 38–40%.

  • Vision 2030 targets $550–$600 million mid-cycle Adjusted EBITDA by 2030, with 5–10% annual growth.

  • Organic growth investments of $40–$60 million planned for 2025, focused on water chemicals and ultrapure acid capacity.

  • Polytec earnings excluded from 2025 guidance due to uncertain closing timing.

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Frequently asked questions

Chemtrade Logistics Income Fund is a Canada-based provider of industrial chemicals and services. The company operates in multiple segments, including sulfur products, water treatment chemicals, and electrochemicals. Its product portfolio includes sulfuric acid, sodium chlorate, liquid sulfur dioxide, and other specialty chemicals used in industries such as water treatment, pulp and paper, oil refining, and pharmaceuticals. Chemtrade also offers logistics services, including chemical processing, packaging, and distribution. Chemtrade Logistics Income Fund is headquartered in Toronto, Canada, and its shares are listed on the TSX.

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