Iguatemi SA (BSP:IGTI4)

Q1 2025 Iguatemi SA Earnings Call (English, Portuguese) Transcript

Apr 30, 2025 / 01:00 PM GMT

Release Date Price: R$9

Transcript

Key Points

Positve

Iguatemi SA (BSP:IGTI3) reported a strong sales growth of 17% year-over-year for Q1 2025, indicating robust market performance.
The company's market share increased significantly from 7.4% in 2024 to 10.7%, showcasing its competitive edge.
Occupancy rates improved to 96.6%, one of the highest recorded, reflecting effective tenant management and strategic leasing.
Successful M&A activities, including acquisitions in Sao Paulo, have strengthened Iguatemi's asset portfolio and market presence.
Iguatemi SA has made notable progress in ESG initiatives, improving its CDP rating from category C to B and reducing emissions.

Negative

The company faces challenges in integrating new acquisitions like Rio Sul and Patio Paulista to achieve desired synergies.
Increased financial expenses due to higher leverage and interest rates impacted the financial results.
Administrative expenses grew by 25%, driven by increased outsourced work and personnel costs, which could pressure margins.
The company experienced a seasonal drop in same-store rents, partly due to a mismatch in holiday timing affecting sales.
There is a risk of potential delays in concluding certain M&A transactions, which could impact strategic timelines.

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

IGTI3.SA - Iguatemi SA
Q1 2025 Iguatemi SA Earnings Call (English, Portuguese)
Apr 30, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Well, good morning, everyone, and thank you for holding. Welcome to Iwamis as a first quarter 2025 results conference call with us here today, we have Mr. Cro Neto, the CEO. And Mr. Guido Oliveira, finance VP and investor relations officer, 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. Ensuing this, we will go on to the Q&A session when further instructions will be provided. The presentation is available for download at ri. Iwami.com.br.

Before proceeding, please be advised that the forward-looking statements are based on the beliefs and assumptions of Iwami management and on information currently available to the

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