Brazil · Delayed Price · Currency is BRL Movida Participações Earnings Call Transcripts
Fiscal Year 2026
-
Q3 net income rose 117% YoY to BRL 152 million as rental growth and record margins lifted EBITDA. Leverage fell to 2.56x, while refinancing covered all 2026 maturities and ~75% of 2027 maturities.
-
Record 2Q26 results with net income more than doubling year-over-year, driven by operational efficiency, market share gains, and disciplined capital allocation. Guidance for 3Q26 net income is BRL 130–150 million, reflecting continued strong performance and cautious optimism amid macroeconomic volatility.
-
Record net income and profitability gains were driven by operational efficiency, price recovery, and disciplined capital allocation. Guidance for 2Q26 matches the strong 1Q26, with all cash generation directed to debt reduction and continued focus on retail expansion.
Fiscal Year 2025
-
Record 2025 results featured double-digit revenue and profit growth, margin expansion, and historic ROIC, driven by operational efficiency, pricing discipline, and customer-centric innovation. 2026 guidance signals continued strong growth, with funding secured and focus on deleveraging.
-
Record revenue, EBITDA, and net income were achieved in 3Q 2025, driven by operational efficiency, pricing power, and digital initiatives. Guidance projects continued profit growth and deleveraging, with strong performance across rental, fleet outsourcing, and used car segments.
-
Record revenue, EBITDA, and net income were achieved, driven by higher daily rates, operational efficiency, and customer experience improvements. Stable used car sales and margins, strong cash position, and disciplined capital allocation support a positive outlook for the second half of 2025.
-
Record revenue and profitability were achieved through price recovery, operational efficiency, and strategic capital allocation, with net income up 61% year-over-year. Leverage declined, margins expanded across all segments, and management projects further gains in efficiency and profitability.
Fiscal Year 2024
-
Record financial and operational results in 2024, with all guidance met ahead of schedule and a strong turnaround from 2023. Focus for 2025 is on price increases, operational efficiency, stable used car margins, and deleveraging, supported by robust cash flow and disciplined capital allocation.
-
Record revenue, EBITDA, and net income were achieved in 3Q24, with all 2024 guidance targets met ahead of schedule. Operational efficiency, price recalibration, and strong used vehicle sales drove profitability, while leverage and debt coverage improved.
-
Record revenue, EBITDA, and net profit were achieved, driven by operational efficiency, disciplined capital allocation, and successful repricing strategies. GTF and used car segments saw strong growth, while leverage and cost of debt improved, supporting a positive outlook.