Movida Participações Earnings Call Transcripts
Fiscal Year 2025
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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.
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Record revenue, EBITDA, and net income were achieved in 3Q 2025, driven by operational efficiency, pricing, and digital initiatives. Guidance points to continued profit growth and lower leverage, with strong performance across rental, GTF, and used car segments.
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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.
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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
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Record 2024 results with strong revenue, margin, and net income growth, driven by price recovery, operational efficiency, and disciplined capital allocation. 2025 focus is on maintaining high margins, stable fleet, and further deleveraging amid a maturing industry and stable to rising car prices.
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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.
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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.