Simpar SA (BSP:SIMH3)
R$ 4.21 +0.040 (+0.96%) Market Cap: 3.59 Bil Enterprise Value: 53.30 Bil PE Ratio: 0 PB Ratio: 1.26 GF Score: 46/100

Q4 2024 Simpar SA Earnings Call (English, Portuguese) Transcript

Mar 27, 2025 / 02:00 PM GMT
Release Date Price: R$4.69 (+1.52%)

Key Points

Positve
  • Simpar SA (BSP:SIMH3) achieved a record consolidated gross revenue of 2,445.2 billion BRL, marking a 27% increase over 2023.
  • The company reported a record EBITDA of 10.5 billion BRL, reflecting a 28% increase and slight margin expansion.
  • Simpar SA (BSP:SIMH3) has a strong cash position with 15.6 billion BRL, three times its short-term debt.
  • The company completed a corporate reorganization, enhancing focus on core business areas and improving operational efficiency.
  • Simpar SA (BSP:SIMH3) demonstrated significant growth in asset sales, reaching 7.8 billion BRL, up more than 28% year over year.
Negative
  • The EBITDA margin declined slightly due to pre-operational costs and the lag between cost increases and price pass-through to customers.
  • The company faces challenges with high interest rates and economic deceleration, impacting business resilience.
  • Simpar SA (BSP:SIMH3) has a high net debt of 40.7 billion BRL, although it is working on deleveraging.
  • Operational efficiency improvements are needed across various subsidiaries to enhance profitability.
  • The company is not providing specific guidance on future financial metrics, creating uncertainty for investors.


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

SIMH3.SA - Simpar SA
Q4 2024 Simpar SA Earnings Call (English, Portuguese)
Mar 27, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen. Welcome to SIMA's conference call to discuss the results for the first quarter of 2024. The session is being recorded and the replay will be available on the company's website, RI.SIA.com.au.

Please note that all participants will be in listen-only modes during the presentation. We'll then begin the Q&A session, at which point further instructions will be provided. Before we proceed, I'd like to remind everyone that forward-looking statements are based on the beliefs and assumptions of SIA's management and on information currently available to the company. These statements are.

To risks and uncertainties as they relate to future events and therefore depend on circumstances
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