Armac Locacao Logistica e Servicos SA (BSP:ARML3)
R$ 3.85 -0.070 (-1.79%) Market Cap: 1.33 Bil Enterprise Value: 3.13 Bil PE Ratio: 9.95 PB Ratio: 1.05 GF Score: 82/100
Back to the Transcripts List

Q1 2025 Armac Locacao Logistica e Servicos SA Earnings Call Transcript

May 14, 2025 / 02:00 PM GMT
Release Date Price: R$4.32 (-4.64%)

Key Points

Positve
  • Armac Locacao Logistica e Servicos SA (BSP:ARML3) reported a 12% year-over-year growth in gross revenue, totaling 482 million reals.
  • The company successfully extended the average payment term with suppliers by 29 days and reduced the average collection period from clients by 25 days.
  • Operational cash flow was strong at 346 million reals, driven by significant improvements in working capital management.
  • The company has developed a new competence in asset maintenance, allowing for efficient capital recycling through re-renting or selling assets.
  • Armac Locacao Logistica e Servicos SA (BSP:ARML3) has a solid captive structure, enabling it to continue its efficient journey and resume growth without needing to access external capital.
Negative
  • The company experienced a drop in productivity and utilization rates due to heavy rains and postponed infrastructure works, with the lowest rates in the last five quarters.
  • Adjusted rental EBITDA decreased, with a 25 million reals reduction compared to the fourth quarter of 2024.
  • There were 11.4 million reals related to non-recurring events, including a bad debt provision for a single client and restructuring-related expenses.
  • The company is undergoing a demobilization process, which is expected to create temporary noise in 2025 results, including temporary revenue drops and increased idle fleet.
  • The net cash income was negatively impacted by lower EBITDA, higher financial, and depreciation expenses compared to the first quarter of 2024.


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

ARML3.SA - Armac Locacao Logistica e Servicos SA
Q1 2025 Armac Locacao Logistica e Servicos SA Earnings Call
May 14, 2025 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, thanks for standing by. Welcome to RMA's conference call to discuss the results of the first quarter of 2025. Those who require simultaneous translation, we have this available on the platform.

Just click on the interpretation button through the globe icon at the bottom screen and choose your preferred language, Portuguese or English.

For those listening to the video conference in English, there is an option to mute the original audio in Portuguese by clicking on mute original audio. We would like to inform you that this video conference is being recorded and will be made available at the company's IR website, RI.atac.com.br, where the complete material of
Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.