BRASKEM PRF'A'

Braskem reported Q2/2026 adjusted earnings of $1.08 per share and revenue of $4.31bn, both below analysts' estimates ($1.27 and $4.67bn), prompting a sharp drop in the stock. Recurring EBITDA rose to $1.043bn (margin 24%), driven mainly by Brazil, which showed strong quarter-on-quarter growth. Management described the quarter as a tactical gain from higher petrochemical spreads, warned of a tougher second half of the year, and is advancing financial restructuring and cost discipline. Braskem expects further CapEx outflows, remains debt-burdened, and analysts still see challenges for 2026, including an expected full-year loss. » Altro su de.investing.com

Braskem reported Q1 2026 EPS of $0.5059, substantially beating the consensus expectation of -$0.3937. Revenue was $3.15 billion and recurring EBITDA rose 76% quarter‑on‑quarter to $192 million. The stock gained pre‑market (+3.42%); management emphasizes liquidity preservation and working‑capital management. EPS forecasts remain negative for upcoming quarters, and the company cites risks from geopolitical commodity price volatility and high indebtedness. » Altro su de.investing.com

Braskem has been informed of the signing of a new shareholders' agreement between Petrobras and the FIP Shine I, which governs joint control of Braskem. The agreement will take effect with a planned share transaction that remains subject to suspensive conditions, including court approvals. Antitrust clearances have already been obtained, and Petrobras has waived pre-emptive and tag-along rights. Braskem's accession to the agreement requires approval by the board of directors; the company intends to inform the market of any material developments. » Altro su de.investing.com

Braskem reports the publication of Supplementary Law No. 228, which raises the REIQ tax benefit for PIS/Cofins credits in the chemical and petrochemical industry from 0.73% to 5.8%. The industry-wide cap for the benefit is R$2 billion and applies from March until December 31, 2026; under the law the rate is reduced by 10% starting in April. For 2026, an additional cap of R$1.1 billion was set for an investment-linked extra credit of 1.5%. Braskem emphasizes its commitment to measures that strengthen the competitiveness of the Brazilian chemical and petrochemical industry. » Altro su de.investing.com

Braskem said its unit Braskem Idesa disclosed confidential information to selected holders of its senior secured notes (due 2029 and 2032) under confidentiality agreements. Both sides exchanged restructuring proposals and held discussions, including a meeting on 18 December 2025, but have not reached an agreement. Braskem Idesa rejected terms proposed by investors and emphasized that provided projections through 2033 are hypothetical; the company will continue to report material developments. » Altro su de.investing.com