Brazil · Delayed Price · Currency is BRL Kepler Weber Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 saw lower revenue and EBITDA due to agribusiness recession, but diversification into agri-industries and Replacement & Services offset declines in farms and international business. Strong cash flow, disciplined CapEx, and high employee engagement position the company for recovery as the cycle turns.
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Net revenues and margins declined year-over-year due to sector headwinds, but diversification and operational efficiency drove resilience, with strong international and agribusiness growth offsetting farm segment weakness. Cash generation and ROIC remained robust.
Fiscal Year 2025
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Despite a challenging agribusiness environment, the company delivered strong 2025 results, driven by international growth, cost efficiency, and product innovation. 2026 is expected to remain tough, but investments in modernization and diversification support resilience.
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Net revenues reached BRL 423 million in 3Q25, with strong EBITDA and net margins despite macroeconomic headwinds. Diversification, international growth, and embedded technology offset local agribusiness weakness, while high dividends and CapEx investments continued.
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Q2 saw pressured margins and lower profitability, but a 40% year-over-year increase in closed orders and strong international growth, especially in Argentina, support a positive outlook for H2 2025 and 2026. ROIC remains robust, and cash generation is strong.
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Q1 2025 saw stable revenues and strong cash flow despite margin pressure from lower commodity prices and credit constraints. Diversification, innovation, and a robust order backlog support a positive outlook, with major contracts and continued high dividend payouts expected in H2 2025.
Fiscal Year 2024
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Kepler Weber delivered 6.3% revenue growth in 2024 despite macroeconomic headwinds, driven by strong international and port segments, robust cash generation, and high dividend payouts. 2025 is expected to see further growth with a record harvest and continued operational excellence.
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The company unveiled its KW2030 strategy, targeting market leadership, digital expansion, and recurring revenues through innovation and new business models. Financials show robust growth, high margins, and strong cash, supporting both organic and inorganic expansion. Storage demand remains high, driven by agribusiness growth and industrialization.
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Q3 2024 saw record adjusted EBITDA margin and strong net revenue growth, with all business segments expanding despite agribusiness challenges. Storage demand is rising, and the company maintains robust cash, low risk exposure, and a positive outlook for 2025.
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Record Q2 and H1 2024 results with double-digit revenue and EBITDA growth, strong cash position, and robust order intake. Positive outlook for all segments, continued investment in capacity and innovation, and high dividend payout support sustained growth.