Brazil · Delayed Price · Currency is BRL Frasle Mobility Earnings Call Transcripts
Fiscal Year 2026
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Record EBITDA margin and strong revenue growth marked the best quarter ever, driven by Dacomsa synergies, operational improvements, and robust cash generation. Despite FX and macro risks, margin guidance remains solid, with active M&A and new product launches supporting future growth.
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Q1 2026 revenue declined year-over-year due to currency effects and Nakata transition, but EBITDA margin remained strong at 18.8%. Dacomsa in Mexico delivered robust growth, and synergies from recent integrations are expected to drive results in the coming quarters.
Fiscal Year 2025
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2025 saw record revenue growth of 38% to BRL 5.5 billion, driven by the Dacomsa acquisition and resilient spare parts demand. Despite macroeconomic headwinds and integration challenges, margins remained solid, leverage was reduced, and operational synergies exceeded expectations.
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Leadership transition and strong governance supported record revenue growth, driven by the Dacomsa acquisition and robust performance in spare parts, despite challenges in heavy vehicle markets and global uncertainties. Leverage and capital structure remain healthy, with ongoing focus on synergies and market expansion.
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Record quarterly revenue was achieved, driven by the Dacomsa acquisition and strong organic growth. Despite margin pressures from tariffs and costs, profitability remains solid, with robust aftermarket demand and successful integration of recent acquisitions supporting a positive outlook.
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Q1 2025 saw revenue surge 60% year-over-year to BRL 1.3 billion, driven by DACONSA integration and strong aftermarket performance. Adjusted EBITDA margin reached 19%, and leverage stood at 2.6x, with ongoing efforts to optimize working capital and realize synergies.
Fiscal Year 2024
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Record year with 17% organic revenue growth, strong international expansion, and successful Dacomsa acquisition. EBITDA and cash flow remained robust despite inflation and operational challenges, with continued optimism for double-digit growth and further market share gains in 2025.
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Historic Q3 revenue surpassed BRL 1 billion despite logistics challenges, with strong growth in both domestic and international markets. Margins are recovering, guidance remains positive, and new contracts and innovations support an optimistic outlook.
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ESG is central to strategy, with ambitious targets for emissions, waste, and diversity. Major investments in innovation, renewable energy, and social responsibility are underway, alongside robust governance and risk management. Over half of recent revenue comes from new, sustainable products.
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Q2 2024 saw robust revenue growth and record sales despite severe floods and non-recurring costs. The company completed its largest acquisition, closed a plant in Uruguay, and remains confident in meeting its 2024 guidance, with strong domestic and export market performance.
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The acquisition of KUO Refacciones in Mexico for BRL 2.1 billion marks a major step in international expansion, boosting leadership in Latin America's aftermarket and increasing exposure to light vehicles. Expected synergies of BRL 300 million over five years will be realized through new product launches and operational efficiencies.