Q1 2026 Allied Tecnologia SA Earnings Call (English, Portuguese) Transcript

May 8, 2026 / 11:00 AM GMT

Release Date Price: R$6.21 (-1.27%)

Transcript

Key Points

Positve

Allied Tecnologia SA (BSP:ALLD3) reported a 16% increase in EBITDA compared to the previous year, indicating strong operational performance.
The company achieved a 63% higher net income compared to the previous year, showcasing significant profitability improvements.
Allied Tecnologia SA's online retail segment experienced a 16% growth in revenue, driven by the success of the iPhone 17 and other initiatives.
The company's laptop distribution grew by 21%, outperforming the overall market and gaining market share.
Allied Tecnologia SA maintained a strong cash position with around 300 million reais, allowing for shareholder remuneration and strategic investments.

Negative

The company's overall revenue dropped by 3% year-over-year, primarily due to a decline in the Miami operation.
There was a noted shortage of products in the Miami operation, impacting sales and supply chain efficiency.
The increase in component prices, particularly for computers, posed a risk to the company's cost structure and pricing strategy.
Allied Tecnologia SA closed 13% of its physical stores compared to the previous year, indicating challenges in the retail segment.
The company faces potential risks from macroeconomic factors and global events, such as wars and elections, which could impact future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALLD3.SA - Allied Tecnologia SA
Q1 2026 Allied Tecnologia SA Earnings Call (English, Portuguese)
May 08, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone.

Thank you for waiting. Welcome to the earnings conference call of Allied for the presentation of the first quarter of 2026. My name is Leah Camargo. I am the Investors Relationship Manager. I would like to inform that this event is being recorded and translated simultaneously. This earnings results are already available. All the participants are listeners in the sessions. Then we'll start a Q&A session. You can send the questions through the chat throughout the presentation.

Some statements contained in this presentation are related to the business prospects and projections, and they are connected to uncertainties that can or not occur. We are here with Sylvia

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