Brazil · Delayed Price · Currency is BRL Moura Dubeux Engenharia Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw record net profit and strong sales growth, with gross margin reaching 40% and net debt at just 4% of equity. Guidance remains unchanged, with cash burn expected in 2026 and robust dividend payouts planned.
Fiscal Year 2025
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Q3 2025 saw record launches and strong sales, with net revenue and profit reaching new highs. Gross margin was boosted by land swaps, and guidance for 2026 targets BRL 4 billion in launches, with continued focus on operational efficiency and cash generation.
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Record launches and revenue growth in Q2 2025, with net revenue up 70% YoY and launches up 192% YoY. Conservative leverage, robust sales in luxury and middle-income segments, and a strong dividend outlook position the company for continued profitability.
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Q1 2025 delivered record revenue, profit, and sales, driven by strong demand for condominiums and Mood projects, with robust outlook for the year. Dividend payments of BRL 100 million are planned, and leverage remains low.
Fiscal Year 2024
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Strong growth in launches, sales, and profitability marked 2024, with robust performance in the Northeast and expansion into new segments like Minha Casa, Minha Vida. Low leverage, high ROE, and disciplined capital allocation support continued optimism for 2025.
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Record Q3 2024 results with net revenue up 66% year-over-year and strong sales in both condominium and Mood segments. Positive cash generation, low leverage, and semi-annual dividends highlight robust financial health and operational efficiency.
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Record Q2 2024 results with 25% revenue growth, 85% increase in launches, and strong profitability. Dividend payments of BRL 140 million expected in 2024, with robust sales and launches driven by the new Mood brand and high demand in Northeast Brazil.