Orbia Advance Corporation, S.A.B. de C.V. will release its third quarter 2026 earnings results after the market closes on Tuesday, October 27, 2026. The company has scheduled a management conference call and Q&A session for the following day to review the financial performance.

Conference call details

Management will host the earnings call on Wednesday, October 28, 2026. Participants are requested to connect 10 minutes prior to the start time. The presentation used during the webcast will be available on the Investors section of the Orbia website, with a recording posted shortly after the call concludes.

Speakers and contact information

The session will feature key leadership members discussing the quarterly outcomes. Diego Echave, Vice President of Investor Relations, serves as the primary point of contact for investor inquiries.

• Sameer Bharadwaj, Chief Executive Officer
• Cristian Capellino, Chief Financial Officer
• Diego Echave, VP, Investor Relations

For media inquiries, Kacy Karlen, Chief Communications Officer, can be reached via email. Dial-in numbers for the USA, Mexico, and other countries have been provided for participants joining via telephone.

The Amsterdam District Court has dismissed two major lawsuits against Orbia Advance Corporation, S.A.B. de C.V. (BMV: ORBIA) and its affiliate Vestolit GmbH in the Dutch Ethylene Damages Litigation. The court rejected claims totaling over one billion euros brought by Shell Chemicals Europe and a Dutch foundation representing three Spanish and Portuguese Repsol entities. The rulings, issued on July 30, 2026, mark a significant legal victory for Orbia, as the court found that the plaintiffs failed to demonstrate any actual harm resulting from the conduct at issue. This decision resolves the first two of 13 lawsuits filed by oil and petrochemical giants seeking damages following a 2020 settlement with the European Union Commission.

Court Findings on Harm and Margins

The court’s dismissal was based on the lack of plausible evidence linking the defendants’ conduct to harm suffered by the plaintiffs. In the case involving Repsol, the judge ruled that it was not "plausible" that the conduct caused damage. Similarly, in the Shell case, the court found that Shell had failed to demonstrate harm. A key factor in the judgment was the economic context of the period in question. The court noted that steam cracker margins increased significantly during the time frame cited by the plaintiffs. According to paragraph 12.40.10 of the judgment, this rise in margins indicates that ethylene suppliers experienced significant profit growth, suggesting that the alleged conduct had no negative effect on them.

Management Perspective

Sheldon Hirt, General Counsel at Orbia, emphasized that the ruling aligns with the company’s long-standing position that the purchasers’ actions did not affect pricing during a period of rising profit margins for sellers. Hirt stated that the claimants, including major ethylene sellers, likely benefited from oligopoly pricing and excess returns due to their market power. He highlighted the difficulty in believing that small-scale ethylene purchasers could manipulate prices by up to 50%, amounting to hundreds of euros per ton monthly. Hirt described the ruling as a victory not only for smaller purchasers like Vestolit but also for consumers and the broader EU chemical industry.

What the Numbers Show

The court’s reliance on margin data provides a critical analytical counterpoint to the plaintiffs’ claims. The finding that ethylene suppliers’ profit margins rose significantly during the period they claim to have been harmed undermines the core premise of the damages litigation. If the suppliers were indeed injured by price manipulation, one would expect compressed margins or reduced profitability. Instead, the data suggests enhanced profitability for sellers, indicating that market dynamics favored producers rather than harming them. This divergence between claimed harm and actual financial performance is central to the court’s reasoning.

Next Steps

Orbia and Vestolit intend to continue vigorously defending their position that all remaining claims are unfounded and should be dismissed. With 11 lawsuits still pending in the Dutch Ethylene Damages Litigation, the company faces continued legal proceedings. However, the dismissal of the initial cases involving major industry players sets a precedent that may influence future rulings. Orbia generated $7.6 billion in revenue in 2025, operating across Polymer Solutions, Building & Infrastructure, Precision Agriculture, Connectivity Solutions, and Fluor & Energy Materials sectors globally.