MAHLE-Metal Leve SA (BSP:LEVE3)
R$ 28.61 +0.43 (+1.53%) Market Cap: 3.88 Bil Enterprise Value: 4.59 Bil PE Ratio: 0 PB Ratio: 4.38 GF Score: 89/100
Back to the Transcripts List

Q4 2024 MAHLE Metal Leve SA Earnings Call (English, Portuguese) Transcript

Mar 18, 2025 / 03:00 PM GMT
Release Date Price: R$29.38 (-3.36%)

Key Points

Positve
  • MAHLE-Metal Leve SA (BSP:LEVE3) reported a significant increase in net sales revenue, totaling 4.6 billion, up from 3.3 billion in 2023.
  • The company's EBIT improved to 19.1%, compared to 18.8% in 2023, indicating better operational efficiency.
  • Acquisitions made in August and September had a positive impact on the last quarter's financial results.
  • The company experienced a 14.1% growth in light vehicle sales in Brazil, contributing to its strong market position.
  • MAHLE-Metal Leve SA (BSP:LEVE3) successfully leveraged sales of its compressor operations, achieving sales above valuation by 14%.
Negative
  • A provision of 32 million was made due to a detected problem with a customer, which could potentially impact future financials.
  • The company faced challenges with hyperinflation in Argentina, affecting its financial results and requiring adjustments.
  • There was a significant drop in the production of agricultural equipment, impacting revenue for heavy-duty components.
  • The gross margin saw a decline, partly due to the impact of recent acquisitions, which had a negative effect on profitability.
  • The company experienced a drop in quality of audio during the call, which may have affected the clarity of the presentation.


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

LEVE3.SA - Mahle Metal Leve SA
Q4 2024 MAHLE Metal Leve SA Earnings Call (English, Portuguese)
Mar 18, 2025 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon ladies and gentlemen. Welcome.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
To.

--------------------------------------------------------------------------------
Unidentified_1 [3]
--------------------------------------------------------------------------------
Malameto Leves video conference to discuss the results for the 4th quarter of 2024.

--------------------------------------------------------------------------------
Unidentified_3 [4]
-------------------------------------------------------------
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.