Unipar Carbocloro (UNIP6) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
9 Jul, 2026Company overview and market position
Leading producer of chlorine and caustic soda, and second largest PVC producer in South America, with operations in Brazil and Argentina.
Publicly listed, with strong governance and transparency standards.
R$ 5.5 billion revenue and R$ 1.4 billion EBITDA for the last twelve months ending 3Q25.
Net debt/EBITDA at 1.12x as of September 2025, with a cash position of R$ 1.7 billion.
Strategic locations and diversified production facilities across Brazil and Argentina.
Business operations and product portfolio
Main products: chlorine, caustic soda, and PVC, serving over 30 industries.
60% of 3Q25 net revenue from chemicals, 38% from PVC, and 92% of sales in local markets.
High operational reliability with utilization rates averaging 77% in 3Q25.
Focus on self-produced renewable energy, with 63% of energy consumption self-generated in Brazil.
Multi-year supply contracts and proximity to suppliers ensure cost competitiveness.
Sustainability and ESG commitments
Targets a 10% CO2 emissions reduction by 2025 and 30% by 2030 (scopes 1 and 2).
Aims for 60% renewable energy use by 2025 and 65% of products manufactured with renewable energy.
15% reduction in water use intensity and 15% reuse by 2030.
Recognized for ESG practices, including MSCI ESG rating upgrade and multiple certifications.
Active in social, educational, and environmental projects, preserving 10 million m² of native forests.
Latest events from Unipar Carbocloro
- EBITDA jumped 177% to R$402M, with net income at R$123M and leverage down post-capex.UNIP6
Q2 2026 - Surpassed sustainability goals, completed major CAPEX, and maintained strong cash generation.UNIP6
Q1 2026 - Adjusted recurring EBITDA up 16% to R$1.1B, net income down 13%, debt profile extended.UNIP6
Q4 2025 - EBITDA up 14% YoY, net income down 9%, with strong cash and investments amid market headwinds.UNIP6
Q3 2025 - Recurring adjusted EBITDA and net income soared year-over-year, driven by cost controls and one-time gains.UNIP6
Q2 2025 - 3Q24 EBITDA up 60%, net income up 34%, and strategic progress despite industry challenges.UNIP6
Q3 2024 - Adjusted EBITDA was R$146 million in 2Q24, up sequentially but down sharply year-over-year.UNIP6
Q2 2024 - Record sales and revenue up, but EBITDA and net income fell; major investments and R$550M dividends.UNIP6
Q4 2024 - Adjusted recurring EBITDA rose 53% to R$355 million, with net income up 168%.UNIP6
Q1 2025