Marcopolo SA (BSP:POMO3)

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

Apr 30, 2025 / 02:00 PM GMT

Release Date Price: R$4.96 (+2.82%)

Transcript

Key Points

Positve

Marcopolo SA (BSP:POMO3) reported strong growth in revenues and results for the fourth quarter of 2024, with EBITDA reaching 461 million and net income at 318 million.
The Brazilian bus production grew by 22.7% in 2024 compared to 2023, surpassing pre-pandemic levels.
Consolidated net revenues increased by 30% in the fourth quarter, reflecting a better market scenario and expansion in both domestic and international operations.
International operations were a highlight in 2024, contributing significantly to results, with strong performance expected in 2025, particularly in Mexico and Argentina.
The company has a strong order book for 2025, projecting a consistent pace of production similar to the end of 2024, which should align production and deliveries efficiently.

Negative

Production for exports from Brazil decreased by 8.7% in the fourth quarter of 2024.
EBITDA was negatively impacted by a non-recurring provision related to employee compensation and adverse results from the Canadian subsidiary, New Flyer.
The company faced a negative impact of almost 50 million due to exchange rate variations caused by the devaluation of the Brazilian real.
There was a slight contraction in EBITDA margin compared to the previous quarter, attributed to a mix of portfolio composition and external market dynamics.
The competitive environment remains challenging, with no significant increase in capacity from competitors, requiring Marcopolo SA to focus on efficiency and gradual growth.

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

POMO4.SA - Marcopolo SA
Q1 2025 Marcopolo SA Earnings Call (English, Portuguese)
Apr 30, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone. Welcome to Marco Polo's earnings conference call for the 4th quarter of 2024. The presentation and comments on the results will be delivered by Mr. Andre Amaganja, CEO Pablo Motta, CFO, Jose Antonio Valan. Investor relations officer and Eduardo Wilridge, legal and investor relations manager, we would like to highlight that the simultaneous translation tool is available on the platform. Simply click on the interpretation button at the bottom of the screen and select your preferred language.

This conference is being recorded and will be available on the company's investor relations website, RI. Marcopolo.com.br along with the presentation here today. All participants will be in listen-only mode

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