Tasovas Gonzalez's questions to BRASKEM (BAK) leadership • Q2 2025
Question
Inquired about where a new controlling shareholder might change the company's plans and the potential short-term impacts. Also asked for a cash flow forecast for the second half of the year after a significant cash burn in the first half, and whether spread improvements are expected without government intervention.
Answer
Management believes their current strategy is the best for the company's reality but acknowledged a new owner could have different priorities. They expect to continue consuming cash in the second half of the year, albeit at a lower rate than the first half, driven by internal productivity initiatives. They do not foresee significant changes in spreads or volumes for the rest of the year, emphasizing the focus on internal measures to reduce cash burn.