Orbia Results Presentation Deck slide image

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 ● ● ● ● ● 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 wavin NETAFIM™ O dura-line Koura orbia Advancing life together
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