Q4 2025 Allied Tecnologia SA Earnings Call (English, Portuguese) Transcript
Key Points
- Allied Tecnologia SA (BSP:ALLD3) reported an 8.3% increase in net revenue, showcasing strong financial performance.
- The company achieved a significant cash flow of BRL375 million, indicating a robust financial position.
- Allied Tecnologia SA paid 14.2% in dividends, providing a 37.5% return to stakeholders, one of the highest in the Brazilian market.
- The company gained market share in both the smartphone and laptop categories, with a 6% growth in smartphones and 15% in laptops.
- Strategic partnerships, such as the iPhone Forever program, have generated positive results, with a 25% year-over-year increase in sales for the iPhone 17.
- International operations faced challenges due to tariffs and required adaptation to new processes, impacting overall results.
- The company experienced a flat revenue result for 2025 compared to 2024, indicating limited growth.
- There is uncertainty regarding the expansion into other Latin American countries due to differing fiscal benefits and operational challenges.
- The refurbished market in Brazil is limited more by supply than demand, posing a challenge for growth in this segment.
- Inventory management remains a critical focus, with the need to maintain a reasonable stock level amidst market fluctuations and seasonality.
Good morning. Good morning, everyone. Thank you for waiting. Welcome to our video conference for the [result of the 2025]. This presentation is being recorded. It's available already on our site. (Operator Instructions)
So the statements contained in this presentation are related to business growth plans and projects about operating and financial performance.
We're here with Silvio Stagni, Allied (inaudible). And I'm going to hand it over to Sylvio now.
Thank you, Leah. Thank you. Thank you, everyone, for being here today. As we always do, we are going to provide you with some details on the fourth quarter. I'm going to highlight, by the way some of the things on the third quarter, and then our CFO, Thalita, is going to get into details.
I'm very happy to show a third quarter that is quite strong. In 2026, we complete 25 years in the market, 25 years connecting suppliers, retailers, operators, and customers. 25 years of generating value, creating value in the ecosystem.
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