EcoRodovias Infraestrutura E Logistica SA (BSP:ECOR3)
R$ 6.78 +0.11 (+1.65%) Market Cap: 4.72 Bil Enterprise Value: 24.34 Bil PE Ratio: 5.76 PB Ratio: 1.32 GF Score: 79/100

Q4 2024 Ecorodovias Infraestrutura e Logistica SA Earnings Call (English, Portuguese) Transcript

Mar 19, 2025 / 02:00 PM GMT
Release Date Price: R$5.51

Key Points

Positve
  • Traffic growth of 3.9% in Q4 2024 and 5.8% for the year, driven by a significant increase in heavy vehicle traffic.
  • Adjusted EBITDA reached BRL 1.2 billion in Q4 and BRL 4.7 billion in 2024, showing a growth of 12% and 22% respectively compared to 2023.
  • Successful completion of financing structuring totaling BRL 11.6 billion, ensuring financial stability for upcoming investments.
  • Implementation of self-service payment systems at toll booths, enhancing operational efficiency and customer convenience.
  • Strong focus on sustainability with investments in community development and maintaining a B grade in climate change at CDP.
Negative
  • High leverage with a consolidated ratio of 3.4 times, although stable, remains a concern.
  • Interest rate increases negatively impacted recurring net income despite strong operating performance.
  • Significant capital expenditure commitments of around BRL 5 billion for 2025, which could strain financial resources.
  • Dependence on successful refinancing of bridge loans, particularly the EcoOeste loan maturing in September 2025.
  • Competitive pressures in upcoming auctions, such as the Eco101 auction, could impact future growth opportunities.


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

ECOR3.SA - Ecorodovias Infraestrutura e Logistica SA
Q4 2024 Ecorodovias Infraestrutura e Logistica SA Earnings Call (English, Portuguese)
Mar 19, 2025 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning and welcome to Ecuadordo Villa's 4th quarter of 2024 earnings presentation.

With us here today are Marcello Guidotti, CEO, and Andrea Fernandez, CFO.

This presentation is being recorded, and all participants will be in listen-only mode during the presentation. After that, we will begin the questions and answer session for analysts and investors only, and further instructions will be provided.

The slides of this presentation are available on the company's investor relations website at RI.echoforthevis.com.br in the results center section.

After the end of the earnings presentation, the recording will be available in that
Already have an account? Log in
Get the full story
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