Orbia Advance Corp SAB de CV

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8 articles for Orbia Advance Corp SAB de CV

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 outloo...
Banorte Marissa
Marissa Garza Ostos @ Banorte 1 November 2022

Orbia Advance Corp: Quarterly Report 2Q22: Overcomes challenges with an interesting valuation

Results that should be well received by the market. The 2Q22 figures were aligned with our optimistic expectations in contrast of consensus estimates. The most significant advance in annual terms was in Dura-Line, favored by the substantial recovery ...
Banorte Marissa
Marissa Garza Ostos @ Banorte 1 August 2022

Orbia Advance Corp: Quarterly Report 1Q22: Remarkable recovery. 2022 guidance to the upside

Positive results, above expectations. Dura-line segment showed the most important advance in annual terms supported by North America recovery along with more favorable price dynamics. We will be focused to long-term perspective details at the ‘Invest...
Banorte Marissa
Marissa Garza Ostos @ Banorte 9 May 2022

Orbia Advance Corp: Quarterly Report 3Q21: Vestolit main driver. Guidance rises again

Orbia raised its EBITDA guidance again to +44-48% in 2021 (32-35% previously). Positive results, favored by the inertia of demand recovery. The figures slightly exceeded our estimates, in a PVC price environment that continues to be very favorable an...
Banorte Marissa
Marissa Garza Ostos @ Banorte 30 October 2021

Orbia Advance Corp: ORBIA, Quarterly Report 2Q21: Solid recovery inertia. Increases guidance again

We raised PT to MXN 65.00 (vs MXN 56.00 previously), equivalent to a FV/EBITDA 2021e of 6.0x (vs 5.7x current). Similarly, Wavin benefited from a better product mix, strong pricing management and increased sales volume. The company's results for the ...
Banorte Marissa
Marissa Garza Ostos @ Banorte 30 July 2021

Orbia Advance Corp: ORBIA, Quarterly Report 1Q21: Strong growth at year' s start and rises guidance

On the back of a more favorable businesses outlook, the company raised its EBITDA guidance to +15% in 2021 (vs. 4%-7% previously). Double-digit growth in virtually all segments. These results more than offset the weakness in Kuora in the face of the ...
Banorte Marissa
Marissa Garza Ostos @ Banorte 4 May 2021

Details

Mexico
LatAm
Materials
About
Orbia Advance Corporation S.A.B. de CV specializes in products and solutions. The Company focuses on insuring food security, reducing water scarcity, reinventing the future of cities and homes, connecting communities to data infrastructure, and expanding access to health and wellness with advanced materials. Orbia Advance Corporation serves customers in Mexico.

Associated topics

Orbia Advance Corp SAB de CV Mexico Equity Materials Marissa Garza Ostos Dura-Line Netafim Wavin Orbia 2021 Koura Vestolit Polymer Solutions Europe