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Westlake Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary15 Dec, 2025
Strategic actions and rationale
Closure of three North American chlorovinyl plants and one styrene plant by end of 2025 due to global overcapacity and uncompetitive export margins, impacting facilities in Mississippi and Louisiana.
Targeted assets are high-cost, older facilities with significant logistics and transportation expenses, primarily serving low-priced export markets.
Exiting the styrene business will remove 100% of the company's styrene capacity.
No formal sale process was undertaken for these assets; future restart is not precluded but would require significant effort.
Approximately 295 employees will be affected by workforce reductions, with support committed during the transition.
Financial impacts and outlook
Expect annual EBITDA improvement of $100 million and $75 million in capital and turnaround cost savings, totaling $175 million in free cash flow benefit in 2026, with a payback period of less than one year on $58 million in execution costs.
Total pre-tax charges of $415 million anticipated, including $357 million in non-cash write-offs, $25 million in severance, and $33 million in shutdown costs, with most charges recognized in Q4 2025.
Combined with prior actions, manufacturing optimization pillar now expected to deliver $200 million EBITDA uplift, with total plan benefit of $600 million in 2026.
Cash outflows for closure costs will extend over several years.
All three pillars of the profitability plan are expected to be realized in 2026.
Market and operational context
Global overcapacity, especially from Asia, has compressed export margins for PVC, caustic, and styrene, making export-focused assets unprofitable.
Remaining assets are more integrated, lower-cost, and better positioned to serve both domestic and export markets.
Plant closures will reduce global chlorovinyl capacity by 11%-15%, depending on product.
Post-closure, aggregate annual production capacity will be 5,520 million lbs PVC, 7,630 million lbs VCM, 6,680 million lbs chlorine, and 7,510 million lbs caustic soda globally.
Customers will continue to be supplied from seven other North American chlorovinyl facilities.
How do closures align with profitability plan?
Impact on NA chlorovinyls market share?
Expected annual cost savings from closures?
What is Westlake's future export market strategy?
How will remaining capacity utilization change?
What is the long-term capital efficiency outlook?
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Frequently asked questions
Westlake Corporation is a global manufacturer and supplier of chemical and materials products. The company’s portfolio includes petrochemicals, polymers, and building products, serving industries such as construction, automotive, packaging, and consumer goods. Its offerings range from polyethylene and polyvinyl chloride (PVC) resins to performance and specialty products used in infrastructure and everyday applications. Westlake also produces building materials like siding, pipe, and fittings for residential and commercial projects. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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