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    Henrique Perez • BTG Pactual

    Henrique Perez is an Equity Research Analyst at BTG Pactual, specializing in the coverage of technology services and packaged software companies in Brazil. Since joining BTG Pactual CTVM SA in early 2023, he has contributed to sector research that includes engagement with major listed companies such as Braskem S.A., and is recognized for in-depth analysis within the technology and consumer services spaces. Perez began his career after graduating from Universidade Federal de Minas Gerais in 2022, having moved directly into equity research at BTG Pactual. He maintains a strong academic background but does not have public rankings, performance metrics, or securities licenses listed at this time.

    Henrique Perez's questions to Braskem SA (BAK) leadership

    Henrique Perez's questions to Braskem SA (BAK) leadership • Q4 2024

    Question

    Henrique Perez inquired about the expected gains and expansion plans for the company's shipping fleet following its first vessel acquisition, and asked for any updates on the M&A due diligence processes related to potential shareholder changes.

    Answer

    Executive Felipe Montoro Jens stated that the shareholder sale process is handled exclusively by the shareholders and Braskem's involvement is limited to responding to due diligence requests, which have become less frequent. Executive Rosana Avolio detailed the logistics strategy, explaining that the new dedicated ethane vessels will provide significant value and operational stability for the Braskem Idesa operations in Mexico. She estimated the fleet could generate annual benefits of $50-80 million. Jens added that owning these specialized ships is a key competitive advantage, as only 12 such vessels exist globally.

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    Henrique Perez's questions to Braskem SA (BAK) leadership • Q4 2024

    Question

    Henrique Perez of BTG Pactual inquired about the expected gains from the company's recent vessel acquisition and its broader fleet expansion plans. He also requested an update on any due diligence processes related to potential M&A or shareholder changes.

    Answer

    Executive Felipe Montoro Jens stated that the shareholder sale process is handled exclusively by the shareholders and that due diligence activity has become less intense. Executive Rosana Avolio detailed the logistics strategy, noting the new vessels will secure ethane transport for Braskem Idesa, providing operational balance and cost benefits estimated at $50-$80 million over time. Jens added that owning the ships is critical for reducing dependency, as only 12 such liquid ethane carriers exist globally.

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