Movida Participacoes SA (BSP:MOVI3)

Q2 2025 Movida Participacoes SA Earnings Call (English, Portuguese) Transcript

Aug 8, 2025 / 12:00 PM GMT

Release Date Price: R$7.34 (+9.94%)

Transcript

Key Points

Positve

Movida Participacoes SA (BSP:MOVI3) achieved a record net revenue of 3.7 billion in Q2 2025, with EBITDA reaching 1.4 billion, showcasing strong financial performance.
The company reported a significant increase in net income, up 59% year-on-year, demonstrating improved profitability.
Movida's customer service enhancements have been recognized with the NPS Award from Opinion Box, highlighting their commitment to customer satisfaction.
The company maintained strong pricing in its rental car segment, with average daily rates increasing by 15% year-on-year.
Movida's return on invested capital reached 12.7%, the highest in two years, indicating effective capital management and value creation for shareholders.

Negative

Despite strong financial performance, Movida Participacoes SA (BSP:MOVI3) faces challenges with a high gross debt of 19.2 billion, which could impact future financial flexibility.
The company experienced a 38% increase in SG&A expenses in the GTF segment, which could pressure margins if not managed effectively.
Movida's fleet growth was limited to only 4%, which may constrain future revenue growth if not addressed.
The company is cautious about the potential impact of the IPI tax cut on used car prices, which could affect inventory valuation and sales strategy.
Movida's leverage ratio, although improved, remains a concern at 2.9 times EBITDA, indicating a need for continued focus on debt reduction.

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

MOVI3.SA - Movida Participacoes SA
Q2 2025 Movida Participacoes SA Earnings Call (English, Portuguese)
Aug 08, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Movidas took you 25 earnings conference call.

Today with us we have Gustavo Moscatelli, CEO, and Daniela Zabba, CFO and investor relations officer. This event is being streamed done soon and also available on the company's website, RI.movida.com.br.

Please note that all participants will be in listen-only mode during the company's presentation. After that, participants may submit questions through the platform, which will be addressed by management during this call, or later by Movida's investor relations team following the conclusion of the session.

We would like to remind everyone that today's presentation will be conducted in Portuguese with

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