Added to YB: 2026-10-09
Pitch date: 2026-10-05
BAK [neutral]
Braskem S.A.
+11.52%
current return
Author Info
No bio for this author
Company Info
Braskem S.A., together with its subsidiaries, engages in the manufacture, sale, import, and export of chemicals, petrochemicals, and fuels in Brazil.
Market Cap
BRL 3.3B
Pitch Price
BRL 1.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.18
P/E
-0.59
EV/Sales
0.92
Sector
Chemicals
Category
special_situation
The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain - Braskem S.A.
BAK (update): Braskem’s equity hinges on restructuring terms as favorable polyethylene spreads generate cash: Q2 EBITDA was roughly $1.0B, and Q3 is estimated at $550-700M. Only about 40% of creditors had signed ahead of the roughly November 22 deadline. Outcomes range from limited dilution — viewed as unpriced — to meaningful dilution or judicial recovery, while Petrobras expects a deal and says it will increase support without raising its stake.
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