Wilson Sons SA (BSP:PORT3)

Q1 2025 Wilson Sons SA Earnings Call Transcript

May 9, 2025 / 02:00 PM GMT

Release Date Price: R$17.44

Transcript

Key Points

Positve

Net revenue increased by 20% to 767 million reais, driven by strong operational performance in container terminal and towage segments.
Net profit grew 85%, totaling 195 million reais, supported by stronger operating results.
Container terminal volumes grew 25% in the quarter, with revenue rising 15% to 292 million reais.
Towage division revenue increased 24% to 368 million reais, driven by favorable tariffs and special operations.
Strong liquidity and leverage indicators, with bank leverage in reais declining to 0.8 times EBITDA.

Negative

Completion of the change of control transaction is still pending Antta's approval.
In US dollars, container terminal revenue fell 3% and EBITDA declined 5%, reflecting the depreciation of the Brazilian real.
Operating days in non-consolidated joint ventures declined 5% due to increased idle time between contracts.
In US dollars, towage division revenue increased only by 5%, indicating currency depreciation impacts.
Capital expenditure was 65 million reais, mainly for maintenance, which may limit expansion opportunities.

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

PORT3.SA - Wilson Sons SA
Q1 2025 Wilson Sons SA Earnings Call
May 09, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

And welcome to Wilson Son's first quarter of 2025 earnings call.

Joining us today are Mr. Fernando Sale, the company's CEO, and Mr. Arnaldo Calbuci, the COO.

The call is being recorded. To listen to the simultaneous translation, please click on the interpretation button and select English.

Participants will be in listen-only mode during the company's presentation.

To see the presentation, please click on the link in the chat window.

Participants are welcome to submit questions during the call using the Q&A feature.

The question and answer session will begin after the company's presentation.

Financial information is presented in Brazilian highs and

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