Companhia Siderurgica Nacional (BSP:CSNA3)
R$ 8.25 -0.080 (-0.96%) Market Cap: 10.94 Bil Enterprise Value: 46.63 Bil PE Ratio: 0 PB Ratio: 0.84 GF Score: 71/100
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Q1 2025 Companhia Siderurgica Nacional SA Earnings Call Transcript

May 9, 2025 / 01:30 PM GMT
Release Date Price: R$8.68 (-9.87%)

Key Points

Positve
  • Companhia Siderurgica Nacional (SID) reported a 28% increase in EBITDA for the quarter, demonstrating strong operational efficiency and market dynamism.
  • The company successfully reduced its net debt by 3.6 billion, improving its leverage ratio to 3.33 times.
  • Record sales were achieved in the mining segment due to favorable weather conditions and operational efficiency.
  • The steel segment saw an 8% increase in sales compared to the first quarter of the previous year, supported by a 2.4% price increase.
  • The logistics and energy segments showed significant growth, with a 16% increase in rail shipments and a 101% rise in EBITDA in the energy sector.
Negative
  • The company faces significant challenges from unregulated imports, particularly from China, which are impacting local market competition.
  • High interest rates in Brazil are putting pressure on financial expenses and cash generation, affecting overall profitability.
  • The steel segment is under pressure from subsidized imports, making competition difficult and affecting pricing strategies.
  • There is a lack of effective government measures to control the influx of imported steel, which continues to grow.
  • The company is operating in a challenging macroeconomic environment with high interest rates and inflation concerns, impacting investment and operational continuity.


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

CSNA3.SA - Companhia Siderurgica Nacional SA
Q1 2025 Companhia Siderurgica Nacional SA Earnings Call
May 09, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen. At this time, we would like to welcome everyone to CSN's conference call to present results for the first quarter 25. Joining us today are the company's executive officers. We would like to inform you that this event is being recorded and all participants will be in listen-only mode during the company presentation.

After the remarks, there will be a Q&A session when further instructions will be provided.

You can access this webcast through the site CSN.com.br/IR where the presentation is also available. There will be a replay service for this call on the website. Before proceeding, we would like to state that. Some of the forward-looking statements
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