Marcopolo SA (BSP:POMO3)

Q4 2025 Marcopolo SA Earnings Call (English, Portuguese) Transcript

Feb 27, 2026 / 02:00 PM GMT

Release Date Price: R$6.52 (-0.31%)

Transcript

Key Points

Positve

Marcopolo SA (BSP:POMO3) achieved a record consolidated net revenue of over 9 billion in 2025, marking a 5.4% growth compared to 2024.
The company's international operations saw a significant growth of 32% in 2025, contributing positively to overall performance.
Gross profit and gross margin reached new heights, with figures of 2.31 billion and 25.6% respectively.
Net profit for 2025 was a record 1.24 billion, showcasing strong financial performance.
Exports grew by 28.2% in 2025, highlighting the company's successful international market strategy.

Negative

The Brazilian market was negatively impacted by high interest rates, affecting the purchase of new trucks and slowing down fleet renewal.
Production for the Brazilian market dropped by 5.9% in the fourth quarter of 2025.
The coach bus segment experienced a retraction in volume and a deterioration in the domestic market in 2025.
There are concerns about potential normalization of growth in 2026, with no major growth expected but opportunities for internal efficiency.
The company faces challenges in the Mexican market due to commercial agreements with the US, affecting operations.

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

POMO4.SA - Marcopolo SA
Q4 2025 Marcopolo SA Earnings Call (English, Portuguese)
Feb 27, 2026 / 02:00PM 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 discuss the results for the 4th quarter of 2025.

Today's presentation and remarks will be delivered by Mr. Andrea Amainjan, CEO.

Pablo Mota, CFO and investor relations officer, and Eduardo Wilrich, legal and investor relations manager.

Please note that simultaneous interpretation is available on this call.

Simply click the interpretation button at the bottom of your screen and select English.

This conference is being recorded and will be made available on the company's investor relations website, RI.marcopoolo.com.brr along with the presentation materials shared today.

All participants will be in listen

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