Marcopolo SA (BSP:POMO3)

Q4 2024 Marcopolo SA Earnings Call Transcript

Feb 25, 2025 / 10:59 AM GMT

Release Date Price: R$5.35 (-3.76%)

Transcript

Key Points

Positve

Marcopolo SA (BSP:POMO3) achieved a 43% growth in net revenue and a 42% increase in net revenues from exports from Brazil.
The company reported a return on equity (ROE) of 25.2% and an EBITDA of 466 million with a margin of 20.1%.
Brazilian bus production grew by almost 20% in the first nine months of 2024 compared to the same period in 2023.
Marcopolo's production for the domestic market increased by 49.2%, and exports from Brazil grew by 13.3%.
The company launched new models, including the Volati Flight 12 and Voati Atte hybrid, showcasing its commitment to innovation and decarbonization.

Negative

The growth in Brazilian bus production is based on a weaker 2023 base, which was negatively impacted by the transition to EUR6 standards.
Raw material costs remain a concern, with potential impacts from inflation and commodity demand.
Operational efficiency in international operations still has room for improvement, particularly in regions like Argentina and Mexico.
The continuation of the 'path to school' program is uncertain, as it depends on government formalization for extension.
Competition in the bus market is intense, with challenges in increasing capacity due to labor constraints and financial health of competitors.

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

POMO4.SA - Marcopolo SA
Q4 2024 Marcopolo SA Earnings Call
Feb 25, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone. Welcome to Marco Polo's conference call to report the results for the 3rd quarter 2024.

The presentation and comments on the results will be delivered by Andrea Armaanian, CEO Pablo Mota, CFO Jose Vallieri.

Investor relations officer, and Eduardo Wrich, legal and investor relations manager.

Please note that the simultaneous translation tool is available on the platform.

To access it, simply click on the interpretation button at the bottom of the screen and select your preferred language. This conference will be recorded and will be available on the company's investor relations website, RI. Marcopolo.com.br along with the presentation here.

Please note that all participants will be

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