Brazil · Delayed Price · Currency is BRL Eternit Earnings Call Transcripts
Fiscal Year 2026
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Core business and industrialized construction drove revenue and margin growth, with fiber-cement sales up 14% and industrialized construction revenue up 50.3% year-over-year. Net revenue rose 6.1% to BRL 293.6 million, while disciplined cost management and logistics expansion supported results.
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EliteMov logistics and industrialized construction drove growth, offsetting declines in chrysotile and fiber cement segments. Gross profit and margin declined year-over-year, but operational efficiency and portfolio diversification supported resilience. Net debt remained manageable at BRL 124.7 million.
Fiscal Year 2025
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2025 saw operational transformation, with net profit up 26% and EBITDA up 21% year-over-year. Industrialized construction grew in relevance, while fiber cement drove profitability despite macroeconomic and labor challenges. Leverage remained healthy at 1.6.
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Net income rose to BRL 19 million in Q3 2025, driven by industrialized construction and tax credits, while net revenue increased 3.8% year-over-year. Industrialized construction sales grew 28.6%, and the company advanced in operational efficiency and modernization initiatives.
Fiscal Year 2024
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Celebrating 85 years, the company grew sales volumes and completed judicial recovery, but Q4 margins fell due to higher costs. Construction systems and core segments showed strong growth, while the photovoltaic line was discontinued. Positive outlook for 2025 amid ongoing debt optimization.