Tegma Gestao Logistica SA (BSP:TGMA3)

Q1 2025 Tegma Gestao Logistica SA Earnings Call (English, Portuguese) Transcript

May 6, 2025 / 06:00 PM GMT

Release Date Price: R$34.41 (-1.69%)

Transcript

Key Points

Positve

Domestic sales of new vehicles in Brazil increased by 7% year on year, driven by favorable economic conditions.
The automotive logistics division saw a 14% increase in net revenue, attributed to operational performance and tariff adjustments.
Integrated logistics division's net revenue grew by 10% year on year, supported by new contracts and increased client turnover.
The company's net revenue for Q1 2025 increased by 13% year on year, reaching BRL440 million.
Free cash flow was positive at 92 million barrels, aided by a reduction in accounts receivable and strong operational results.

Negative

Market share in the automotive logistics division contracted by 1.9% year on year to 23.1%.
Average distance traveled decreased by 3.3% year on year, impacting logistics efficiency.
The integrated logistics division's EEA margin decreased from 20.1% to 18.3% due to ramp-up costs and increased expenses.
Despite increased revenue, the joint venture's net income remained stable due to lease contract adjustments.
The company's shares continue to trade at multiples below their historical average despite robust indicators and results.

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

TGMA3.SA - Tegma Gestao Logistica SA
Q1 2025 Tegma Gestao Logistica SA Earnings Call (English, Portuguese)
May 06, 2025 / 06:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon to all. This is Yanuni speaking. I your manager of TEGMA. Welcome to the conference call to discuss earnings concerning the first quarter of 2025.

This conference call is being recorded and the replay may be accessed in the company's IR website.

We informed that all participants will be in listen-only mode during the presentation, after which we will have the Q&A session when further instructions to participate will be provided.

For those listening in English, we have in the chat the link to the presentation in English because we will be showing here only the version in Portuguese.

I'd like to give the floor to Nivalu Tubber, CEO of Dagma, who

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.