Brazil · Delayed Price · Currency is BRL Allied Tecnologia Earnings Call Transcripts
Fiscal Year 2026
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Q2 2024 saw a 15% revenue decline due to international headwinds, but strong growth in Brazilian retail and digital segments drove improved gross margin and profitability. New partnerships and product diversification support future growth, while cash flow and leverage remain solid.
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Q3 2024 saw net revenue decline 7.7% year-over-year, but strong growth in physical (18%) and digital (25%) retail offset distribution weakness. Net income reached BRL 20.9 million, with robust cash and a 43% dividend yield. Trocafy and new partnerships are set to drive future growth.
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Net revenue rose 8.3% year-over-year, driven by strong growth in Brazil, strategic partnerships, and expansion in refurbished devices. Operational efficiency and disciplined capital management led to robust cash flow, higher dividends, and increased market share.
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Q1 2025 saw resilient performance with BRL 1.2 billion in net revenue and strong growth in Brazil distribution, despite a 16% year-over-year revenue decline and Miami operational challenges. Cash position and profitability improved, with continued focus on efficiency and market share gains.
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Q2 revenue rose 6% year-over-year, with strong growth in Brazil and a recovery in Miami. Net income and EBITDA remained stable, while significant cash from tax credits enabled high shareholder distributions. Focus remains on expanding digital, non-mobile, and refurbished segments.
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Resilient performance in a tough electronics market, with strong growth in Brazilian operations and digital retail offsetting international distribution declines. Dividend yield reached 30.7%, and new partnerships and remanufacturing expansion are set to drive future growth.
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Net income surged 63% year-over-year and EBITDA rose 16%, driven by strong Brazil operations and robust growth in online retail and refurbished devices. Despite a 3% revenue drop due to Miami, gross profit and market share improved, with disciplined cost control and solid cash flow.
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Historic quarterly results with record net profit and strong cash flow, driven by international distribution recovery and digital retail growth. Dividend yield reaches 44%, with robust outlook for Q4 and Black Friday sales.
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Second quarter results showed record net revenue and a 130% increase in net income, driven by strong distribution, retail growth, and operational efficiency. Cash flow and liquidity remain robust, with new exclusive partnerships and low leverage supporting future resilience.