Indorama Ventures Public Company Limited (INDOY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, I would like to welcome everyone to the Opportunity Day today. I am very pleased to present the results of the Indorama Venture in the second trimester of the year 2568. I would like to make it clear that in this presentation, there are images and voices that can be reviewed and reviewed by the company's website. We have set the standards and standards in the future of the industry and the financial industry. From our analysis and the information that is in this, after the presentation, we will open the opportunity for questions and answers. Starting from the construction of the second trimester, we have a total revenue of more than 3,500 million US dollars, which increased by 2% from the previous trimester. This is due to the increase in sales after the return to normal conditions. After the closure of the supply chain, according to the plan, the impact of the cold weather in the previous trimester. Adjusted EBITDA increased by 20% from the previous trimester at 330 million US dollars due to the increase in sales volume and the recovery of the CPEC business after the planned recovery, as well as the improvement of the economy while Indovindia is still under pressure from the decline in profit. and higher raw material costs, as well as the installation of LED and Kamasari factories as planned. The net income from the first half of the year is still as strong as 618 million baht, with a net income of 111 percent, reflecting the financial and financial management aspects that focus on maintaining the company's state of the art. In this time frame, the company has begun to top the portfolio of EOEG portfolio and managed to buy a stock of 24.9% in the EPL and finished to increase the business of India. For the highlights of each business group, Combined P&T has EB...