Empresas CMPC SA
SGO:CMPC
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
E
|
Empresas CMPC SA
SGO:CMPC
|
CL |
|
Source Energy Services Ltd
TSX:SHLE
|
CA |
Earnings Calls
Last Earnings Call
Recovery: CMPC said the quarter showed continued recovery in pulp and Softys, with consolidated sales of $1.9 billion and EBITDA of $270 million, although profit remained weak at $9 million.
Pulp up: Pulp EBITDA rose 16% quarter on quarter to $180 million as hardwood prices increased 7% and cash costs fell 3%, partly offset by higher energy and logistics costs tied to Brent.
Softys improved: Softys EBITDA reached $101 million, up 4% from the prior quarter, helped by stronger sales in Brazil and Mexico and ongoing efficiency gains.
Biopackaging weak: Biopackaging faced a tougher quarter, with EBITDA falling to $15 million as boxboard oversupply from Asia, seasonality, and one-off corrugated costs pressured results.
Leverage focus: Net debt-to-EBITDA rose to 4.17x, still above the company’s 2.5x to 3.5x target range, and management said deleveraging will rely on stronger cash generation, tighter CapEx, working capital discipline, and asset monetization.
Natureza: Management said the Natureza project is still in licensing and balance-sheet review, with the preliminary license for the Rio Grande terminal obtained in June and no final board decision timing given.