Orbia Results Presentation Deck
2023 Guidance and Market Outlook
2023 Guidance
EBITDA ~$1.45B
CAPEX
Effective
Tax Rate
6
~$600M
44% -47%
Polymer
Solutions
Building &
Infrastructure
Precision
Agriculture
Connectivity
Solutions
Fluorinated
Solutions
V vestolit alphagary
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We expect the softer business performance to continue due to the high interest
rate environment and continued availability of exported PVC from China
Prices for general purpose PVC and caustic soda are expected to remain at low
levels, both due to weak demand
We expect continued weakness in EMEA, with solid markets in most of Latin
America
Focused on business optimization efforts across all market segments and
remained committed to our growth efforts in India, Indonesia and North America
We continue to see lower than expected demand across Europe and in parts of
the Americas, particularly the US
However, this is partly offset by seasonal increases in the fourth quarter and
sustained strong markets in India, China, Turkey, and parts of Latin America
We expect ongoing market weakness in North America and Europe due to
continued high interest-rate driven delays in customer demand
We continue to believe in the long-term fundamentals of this business as the
market opportunity remains to connect over 70 million households with fiber
We expect demand headwinds to continue in certain markets through the
remainder of the year. This will be partly offset by shipments timing
We are continuing to invest in growth projects in the energy materials segment,
next generation refrigerants and medical propellants and are making good
progress on these projects
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