Brazil · Delayed Price · Currency is BRL Allied Tecnologia Earnings Call Transcripts
Fiscal Year 2026
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Resilient performance in 2024 with strong growth in Brazilian operations offsetting international declines. Net profit rose 28% year-over-year, and Trocafy and digital retail showed robust expansion. Continued focus on partnerships, remanufacturing, and cash management.
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Net revenue reached BRL 1.2 billion with stable net income and strong growth in Brazil's distribution, especially smartphones. Operational efficiency and cost control offset market challenges, while digital and service sales expanded rapidly.
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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. Digital and refurbished segments showed robust expansion.
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Historic quarterly results driven by international and digital retail growth, with net revenue up 0.6% year-over-year and net profit of BRL 263 million. Dividend yield reached 44%, and strong cash generation enabled significant shareholder returns.
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Q3 2024 saw a 7.7% revenue decline, but strong growth in physical and digital retail offset distribution weakness. Net income rose 62% year-over-year, with robust dividend payouts and expanding partnerships. Currency and interest rate risks remain key concerns.
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Net revenue rose 8.3% year-over-year, with strong growth in Brazil and international recovery. Strategic programs and partnerships fueled gains in smartphones, laptops, and online retail, while operational efficiency and cash flow improvements supported higher dividends and market share.
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Gross profit and EBITDA rose 8% and 16% year-over-year, respectively, despite a 3% revenue decline driven by Miami operations. Net income surged 63%, with Brazil's distribution and retail segments showing strong growth and Trocafy expanding rapidly.
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Q2 2024 saw a 15% revenue decline due to weak international distribution, but strong growth in Brazilian physical and digital retail, improved gross margin, and robust cash flow. Strategic partnerships and expansion in remanufactured products and B2B channels support future growth.