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ALPEK
ALPEK (ALPEKA) investor relations material
ALPEK Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
2025 was marked by global overcapacity, pressured margins, and weak demand, resulting in a 30% YoY drop in comparable EBITDA to $489 million, slightly below guidance.
Operating free cash flow improved 57% to $163 million, supported by disciplined CAPEX and working capital optimization.
Strategic priorities included core business optimization, cost efficiency, financial flexibility, and growth in high-margin and emerging solutions.
The spinoff and merger with Controladora Alpek was completed, creating a fully independent, streamlined entity.
Major site rationalizations included the closure of the Reading recycling facility and relocation of PET capacity to more competitive assets.
Financial highlights
Full-year comparable EBITDA was $489 million, down 30% YoY; 4Q25 EBITDA was $100 million, down 40% YoY and 27% QoQ.
Polyester segment volume was 836,000 tons in 4Q25, down 10% sequentially and YoY; EBITDA fell 53% QoQ and 59% YoY.
Plastics and chemicals volume was 184,000 tons in 4Q25, down 6% sequentially and 7% YoY; EBITDA rose 17% QoQ but was down 15% YoY.
Net debt at year-end 2025 was $1.84 billion, with leverage at 4.4x net debt/EBITDA; pro forma leverage was 3.1x–3.9x adjusting for restructuring.
Annual CAPEX was $170 million in 2025, with 2026 guidance at $130 million.
Outlook and guidance
2026 guidance projects comparable EBITDA of $450–$500 million, volume of 4.5 million tons, CAPEX of $130 million, and operating free cash flow of $100–$150 million.
Leverage is expected to stabilize around 3.5x by year-end 2026, with a long-term target of 2.5x.
Modest improvement is expected in polyester margins, but plastics and chemicals profitability will be constrained by new capacity and weak demand.
Emerging business segment is targeted to double in size over three years, with continued EBITDA contribution.
Upside of $50 million EBITDA possible if favorable market variables materialize, such as higher PET margins, asset sales, or tariff benefits.
Expected debt reduction from asset sales?
Reading facility closure: expected cost savings?
Likelihood of achieving high-end 2026 EBITDA guidance?
Divestment criteria for portfolio review?
Rating agency view on 2027 deleverage target?
Key growth drivers for power sector expansion?
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Next ALPEK earnings date
Q1 202622 Apr, 2026
ALPEK
Next ALPEK earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
ALPEK S.A.B. de C.V. is a prominent chemical manufacturing company based in Mexico. As a subsidiary of Grupo Alfa, ALPEK specializes in petrochemical production, focusing on the manufacture and distribution of a variety of chemical products. These include purified terephthalic acid (PTA), polyethylene terephthalate (PET), recycled PET (rPET), and polyester fibers. Additionally, the company produces polypropylene, expandable polystyrene, caprolactam, and other specialty and industrial chemicals. ALPEK operates across multiple business segments, notably Polyester and Plastics & Chemicals, serving industries ranging from consumer goods and automotive to agriculture and pharmaceuticals. The company is headquartered in San Pedro Garza García, Nuevo León, Mexico, and its shares are listed on the Mexican Stock Exchange.
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