Marcopolo SA (BSP:POMO3)

Q3 2025 Marcopolo SA Earnings Call (English, Portuguese) Transcript

Oct 31, 2025 / 02:00 PM GMT

Release Date Price: R$6.2 (-10.50%)

Transcript

Key Points

Positve

Marcopolo SA (BSP:POMO3) reported record deliveries for electric bus bodies in Brazil, with 64 active units this quarter.
International operations were a highlight, showing growth in volume and an improved sales mix compared to the previous year.
The company launched the G8 family in the Australian market, indicating a positive outlook for 2026.
Marcopolo SA (BSP:POMO3) achieved a record gross margin of 26.7%, the highest reported by the company.
The company has a strong backlog for the year, with visibility extending into early 2026, indicating sustained demand.

Negative

Domestic market performance was impacted by high interest rates, affecting fleet renewal decisions.
There was a decrease in deliveries in Brazil, which was offset by international growth.
The company faces challenges with high inflation and interest rates, impacting short-term domestic market conditions.
There is uncertainty regarding the recurrence of benefits from the federal R&D program, as it depends on future expenditure levels.
The Argentine market, while showing potential, remains volatile due to economic and political uncertainties.

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

POMO4.SA - Marcopolo SA
Q3 2025 Marcopolo SA Earnings Call (English, Portuguese)
Oct 31, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Projections for the remainder of the year. Thanks, Pablo. Good morning. We are going to start with coach buses. The growth in deliveries in international corporations and exports offset the decrease in Brazil. The mix was good, but in terms of added value below what we saw in the third quarter 24, even with the evolution that we saw compared to the second quarter. 25. The fourth quarter should keep a good pace of delivery considering the seasonality that is positive in urban and city buses, we see a sequential growth showing a positive outlook for the segment. Record delivery for bodies in electric buses this quarter with 64 active units in Brazil.

Micro and Var also delivery of important volume 61,631 with micros

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