Motiva Infraestrutura De Mobilidade SA (BSP:MOTV3)

Q2 2026 Motiva Infraestrutura de Mobilidade SA Earnings Call Transcript

Jul 30, 2026 / 01:00 PM GMT

Release Date Price: R$14.89 (+5.16%)

Transcript

Key Points

Positve

Net income grew by 67% in Q2 2026, driven by portfolio expansion and operational efficiency.
Traffic demand increased by 7%, with a 30% growth in revenue to 2.4 billion reais.
Leverage remains under control with a CDI ratio of 0.53, supported by portfolio expansion.
Sustainability efforts recognized with a strategic award, highlighting commitment to ESG goals.
CapEx delivery on time and budget, with 69 km of commercial expansion and 30% traffic from new assets.

Negative

Some assets are still ramping up and not yet fully contributing to revenue.
Interest rates remain low, impacting potential returns on new investments.
Regulatory and timing uncertainties for portfolio acquisitions, such as the Patamaleva project.
Personnel costs increased due to expansion of engineering team for pipeline projects.
Competitive bidding for new concessions may limit value capture, as seen in initial bids.

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

MOTV3.SA - Motiva Infraestrutura de Mobilidade SA
Q2 2026 Motiva Infraestrutura de Mobilidade SA Earnings Call
Jul 30, 2026 / 01:00PM GMT

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Presentation
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Bonjiao good morning and thank you for holding.

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That involving his insects involve pasa palabra Miguel Seas.

We will continue with.

Go ahead, sir.

Good morning conference call for the second quarter of 202 I'm here as usual with our CFO and our director Flavia.

For the next we hope to this and then we will be available for your winter has been very perspectives and the communicated to you.

And this shows the results than we have rigorously executed our strategy you have a few highlights so that we can get these topics, but the main point to start us off is to say that we connect.

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