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Chemtrade Logistics Income Fund
Chemtrade Logistics Income Fund (CHE-UN) investor relations material
Chemtrade Logistics Income Fund Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary19 Aug, 2026
Business overview and strategy
Leading industrial chemicals provider with a diversified portfolio serving critical industries such as water treatment, pulp and paper, refineries, and semiconductors.
Vision 2030 targets $550–$600M in mid-cycle Adjusted EBITDA by 2030, with 5–10% annual growth focus.
Strategic priorities include organic growth in water chemicals and ultrapure acid, operational excellence, and targeted acquisitions.
Resilient business model with recession-resistant markets and significant regional market share.
Commitment to sustainability and responsible care initiatives.
Financial performance and guidance
2026 Adjusted EBITDA guidance reaffirmed at $485–$525M, with a leverage ratio target of ~2.5x.
Adjusted EBITDA margin improved by ~5 percentage points since 2021, with a 16% CAGR from 2021–2025.
Distributable cash flow CAGR of ~18% (2021–LTM Q2 2026), with average conversion of 45%.
Total unitholder return of ~125% over the last three years.
Distribution increased 20% since 2023, with a sub-50% payout ratio and 4% yield.
Segment highlights
Acid & Sulphur Products (ASP): Q2 2026 revenue up 32.4% YoY, driven by higher selling prices for merchant and Regen acid.
Water Solutions (WS): Q2 2026 revenue up 30.8% YoY, boosted by the Polytec acquisition and higher selling prices.
Electrochemicals (EC): Q2 2026 revenue down 7.1% YoY due to lower chlor-alkali prices and volumes; biennial maintenance impacted EBITDA.
Water treatment chemicals market expected to grow at 5% CAGR (2023–2033), with Chemtrade positioned as a leading supplier.
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Latest events from Chemtrade Logistics Income Fund
- Revenue up 16.5%, Adjusted EBITDA down 7.8%; 2026 guidance flat, H2 recovery expected.CHE-UN
Q2 2026 - Strong growth, disciplined capital returns, and robust 2026 outlook amid market volatility.CHE-UNInvestor presentation
- Revenue up 7.9% to $503M, but Adjusted EBITDA down 5.5%; 2026 guidance reaffirmed.CHE-UNQ1 2026
- Raised 2025 EBITDA guidance and ambitious growth targets drive strong returns and expansion.CHE-UNInvestor presentation
- Record 2025 results and Vision 2030 target strong growth in water and ultrapure acid.CHE-UNInvestor presentation
- Record earnings and robust growth driven by water treatment expansion and disciplined capital returns.CHE-UNInvestor presentation
- Raised 2025 EBITDA guidance and announced Polytec acquisition to drive long-term growth.CHE-UNInvestor presentation
- Record 2025 results, robust growth, and strong 2026 outlook driven by acid, water, and acquisitions.CHE-UNQ4 2025
- Raised 2024 Adjusted EBITDA guidance to $430–$460M after strong Q2 and mixed segment results.CHE-UNQ2 2024
Next Chemtrade Logistics Income Fund earnings date
Q3 202616 Nov, 2026
Chemtrade Logistics Income Fund
Next Chemtrade Logistics Income Fund earnings date
Q3 202616 Nov, 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.