Orbia Investor Presentation Deck
Polymer Solutions
Evaluating Planned Investment in PVC Value
Chain to Support Water and Food Security
●
●
●
●
●
●
Up to 1 million ton integrated Chlor-Alkali PVC
Anticipated four-year phased investment from
end 2024-2028
Advantaged access to materials on US Gulf
Coast; integrated footprint secures low-cost
position
16
Maximum use of clean and renewable energy,
exploring co-produced green hydrogen
Pursuing government incentives
Capital efficient investment with anticipated
annual EBITDA ~$650M and targeted
investment/EBITDA multiple of ~4x
Security of supply and downstream integration
value
●
●
●
Current focus
Monitoring marketing conditions
Validating long-term supply/demand
thesis, especially China
●
●
●
Focused on engineering for next 18
months
Ability to adjust project timing based
on market conditions
Working towards decision point and
capital commitments late 2024
orbiaView entire presentation