Fras-le SA (BSP:FRAS3)
R$ 23.4 -0.36 (-1.52%) Market Cap: 6.49 Bil Enterprise Value: 8.79 Bil PE Ratio: 24.10 PB Ratio: 2.93 GF Score: 90/100
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Q1 2025 Fras Le SA Earnings Call Transcript

May 8, 2025 / 02:00 PM GMT
Release Date Price: R$28.67 (-2.51%)

Key Points

Positve
  • Fras-le SA (BSP:FRAS3) reported a significant revenue increase of 60% compared to the same period last year, aligning with their guidance range.
  • The company's foreign market revenue grew by 80.5%, driven by operations in Mexico, which now accounts for 25% of Fras-le's revenue.
  • Fras-le SA achieved an adjusted EBITDA margin of 19%, which is within their guidance range and slightly above the previous year's first quarter.
  • The company has successfully integrated the Cona acquisition, which is expected to generate 1.7 billion in revenue this year.
  • Fras-le SA is expanding its product offerings and market presence, particularly in the aftermarket sector, which now constitutes 91% of its consolidated revenue.
Negative
  • The company faces economic uncertainties, particularly in the Brazilian market, which has led to more cautious actions by distributors.
  • Fras-le SA's leverage has increased due to the acquisition of Cona, with financial leverage reaching 2.6 times the adjusted EBITDA.
  • There are concerns about the impact of tariffs and trade tensions between Mexico and the United States, which could affect the Mexican economy.
  • The company is experiencing competitive pressures in the heavy friction sector, which has tighter margins.
  • Fras-le SA's gross margin has decreased, partly due to a mix of products sold and increased competitiveness in certain markets.


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

FRAS3.SA - Fras Le SA
Q1 2025 Fras Le SA Earnings Call
May 08, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. Welcome to the video conference of Frazzi Mobility to present the results for the first quarter of 2025. Before we begin, we would like to make some important announcements. This video conference is being recorded, and after completion will be available on our website, RI.Prasleymobility.com.

We have simultaneous translation into English. To access it, simply click on the interpretation button represented by the globe icon at the bottom of the screen. At the end of the presentation, there will be a question and answer session. Questions can be asked in two ways through audio, showing interest by clicking the Raise your hand icon on in writing by clicking the Q&A button.

Furthermore, we would like to emphasize that
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