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Chemtrade Logistics Income Fund
Chemtrade Logistics Income Fund (CHE-UN) investor relations material
Chemtrade Logistics Income Fund Guidance Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guidance Presentation summary8 Jan, 2026
2026 financial outlook
Adjusted EBITDA for 2026 is projected between $485 million and $525 million, similar to 2025 if the midpoint is achieved, reflecting a significant increase from pre-pandemic levels.
Implied payout ratio for 2026 is expected to be approximately 45% or less based on the guidance midpoint.
Maintenance capital expenditures are forecasted at $120–$150 million, and growth capital expenditures at $35–$55 million for 2026.
Key assumptions include North American MECU sales volumes of 171,000, sodium chlorate production of 254,000 MTs, and an average USD/CAD exchange rate of 1.375.
Long Term Incentive Plan costs are estimated at $22–$28 million for 2026.
Key sensitivities and drivers
A US$50/DMT change in caustic soda price impacts Adjusted EBITDA by C$13.2 million.
A CA$50/MT change in sodium chlorate price affects Adjusted EBITDA by C$12.7 million.
A 1 cent change in the CAD/USD exchange rate results in a C$3.8 million impact on Adjusted EBITDA, favorable if CAD weakens.
Non-IFRS financial measures and definitions
Adjusted EBITDA excludes non-cash items such as unrealized foreign exchange gains/losses and is used to assess segment performance.
Distributable cash after maintenance capital expenditures is calculated as cash flow from operations minus lease payments, maintenance capex, and adjusted for cash interest and taxes.
Payout ratio is defined as distributions declared per unit divided by distributable cash after maintenance capital expenditures per unit.
Growth capital expenditures are capital outlays intended to expand earnings, calculated as total capex minus maintenance capex.
Explain the CAD $155 MECU Netback assumption
Detail 2026 growth capital expenditure plans
How does C$/US$ FX rate impact 2026 EBITDA?
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Next Chemtrade Logistics Income Fund earnings date
Q4 202527 Feb, 2026
Chemtrade Logistics Income Fund
Next Chemtrade Logistics Income Fund earnings date
Q4 202527 Feb, 2026
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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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