Orbia Advance Corp: Quarterly Report 3Q22: Greater profitability pressures than expected

  • Figures were mixed, with revenues above expectations, but margins contracted even more than our estimates

  • Polymer Solutions, Wavin, and Netafim, in a cost-pressure environment, led to a 28.4% YoY decline in EBITDA

  • Though we believe long-term outlook is positive, backdrop challenges could continue to generate stock price volatility
November 1st, 2022
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