Methanex (MEOH) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, March 6, 2026 astatine 11:21 AM CST 30 min read

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Friday, March 6, 2026 astatine 11 a.m. ET

• President and Chief Executive Officer — Rich Sumner

• Vice President, Investor Relations — Robert Winslow

Robert Winslow: Good morning, everyone. My sanction is Robert Winslow, and I precocious joined Methanex Corporation arsenic Vice President, Investor Relations. Welcome to Methanex Corporation’s 4th fourth 2025 results league call. Our 4th fourth 2025 quality merchandise and 2025 yearly study were posted yesterday, and tin beryllium accessed done our website astatine methanex.com. I would similar to punctual listeners that our comments contiguous whitethorn incorporate forward-looking information, which by its quality is taxable to risks and uncertainties that whitethorn origin the stated result to disagree materially from existent results.

We whitethorn besides notation to non-GAAP fiscal measures and ratios that bash not person immoderate standardized meaning prescribed by GAAP and are truthful improbable to beryllium comparable to akin measures presented by different companies. Any references made connected today’s telephone bespeak our 63.1% economical involvement successful the Atlas facility, our 50% economical involvement successful the Egypt facility, our 50% involvement successful the Natgasoline facility, and our 60% involvement successful Waterfront Shipping. To reappraisal the cautionary connection regarding forward-looking statements, and definitions and reconciliations of the non-GAAP measures, delight notation to our astir caller quality release, MD&A, yearly report, and capitalist presentation, each of which are posted connected our website nether the Investor Relations tab.

I volition present crook the telephone implicit to Methanex Corporation’s President and CEO, Rich Sumner, for his comments, followed by a question and reply period.

Rich Sumner: Thank you, Robert, and bully morning, everyone. We admit you joining america contiguous to sermon our 4th fourth 2025 results. I would similar to commencement the telephone by thanking each our planetary squad members for their continued committedness to Responsible Care and safety, which remains astatine the halfway of our company’s culture. Over 2024 and 2025, we person had the champion 2 years’ information show successful our company’s history, adjacent arsenic we navigated important changes to our plus portfolio and proviso chain.

As a objection of these results, we person had zero Tier 1 process information incidents implicit the past 2 years, and recorded lone 0.09 and 0.12 recordable injuries per 200,000 hours worked successful 2024 and 2025, respectively, compared with the chemic manufacture mean of 0.59 successful 2024. These outstanding achievements are a testament to our employees’ and contractors’ continued absorption connected beardown planning, hazard awareness, and reliable behaviors. Turning present to a fiscal and operational reappraisal of the company. Our 4th fourth mean realized terms of $331 per tonne and produced income of astir 2,400,000 tonnes generated adjusted EBITDA of $180,000,000 and an adjusted nett nonaccomplishment of $11,000,000.