Alpek Sab De Cv Ord (ALPKF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. Welcome to ALPEX Second Quarter 2025 Earnings Webcast. I am Barbara Amaya, ALPEX IRO, and I am pleased to be here today with Jorge Young, our CEO, and Jose Carlos Pons, our CFO, who will be presenting today's material. First, Jorge will provide an overview of quarterly results and relevant events. Then, Jose Carlos will cover the quarterly financial results in greater detail. And afterwards, Jorge will provide greater insight into our revised guidance and how it reflects today's environment and outlook for the remainder of the year. Finally, we will continue with the Q&A session. Please note that the information disclosed today May include forward-looking statements regarding the company's future financial performance and prospects, which are subject to certain risks and uncertainties. Actual results may differ materially, and the company cautions the market not to rely unduly on these forward-looking statements. ALPEC undertakes no obligation to publicly update or revise any forward-looking statements, whether it is as a result of new information, future events, or otherwise. We express our financial results in U.S. dollars unless otherwise specified. For your convenience, this webcast is being recorded and will be available on our website. Jorge, I'll turn the call over to you. Thank you, Bárbara. Good morning, everyone. Thank you for joining us today. For the second quarter of 2025, Alpex financial and operating results reflect a solid performance in the plastics and chemical segment. As margins and volume remain in line with our original guidance. This helped to partially offset continued volatility in the polyester segment, where global oversupply and trade-related disruptions continue to exert pressure on margins. In addition, a combinat...