Tegma Gestao Logistica SA (BSP:TGMA3)

Q3 2025 Tegma Gestao Logistica SA Earnings Call (English, Portuguese) Transcript

Nov 4, 2025 / 06:00 PM GMT

Release Date Price: R$37.34 (+2.87%)

Transcript

Key Points

Positve

Tegma Gestao Logistica SA (BSP:TGMA3) announced a significant dividend distribution of 64 million BLs, representing 80% of net income for the period, marking the highest advance payment for a third quarter.
The company made a strategic investment in a 200,000 square meter plot of land in Kamaati to enhance its automotive logistics services, particularly for BYD vehicles.
Tegma is implementing an environmentally positive initiative by converting diesel-powered vehicles to hybrid models, reducing greenhouse gas emissions by 35%.
The company has secured a contract as the official logistics operator for Amoda Jaco, a Chinese automaker, which is expected to positively impact market share.
Despite challenges, Tegma's automotive logistics division saw a 7% growth in net revenue, driven by increased average distance traveled and tariff adjustments.

Negative

The catastrophic weather event at Toyota's engine factory negatively impacted Tegma's operations, leading to a decline in Toyota's sales and necessitating operational adjustments.
The integrated logistics division experienced an 18% year-on-year decrease in net revenue due to a decline in volume and the non-renewal of a major contract.
Tegma's EBITDA margin declined from 20.8% to 18.4% year-on-year, attributed to non-recurring events and increased operating costs.
Net income for the third quarter decreased by 5% year-on-year, with a reduction in net margin to 12.6%.
The company's market share in vehicle transportation declined by 1.8 percentage points year-on-year, reflecting challenges with OEMs to which Tegma has significant exposure.

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

TGMA3.SA - Tegma Gestao Logistica SA
Q3 2025 Tegma Gestao Logistica SA Earnings Call (English, Portuguese)
Nov 04, 2025 / 06:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good Afternoon to all. This is Yanuni speaking your manager of TEGMA.

Welcome to the conference call to discuss the earnings concerning the 3rd 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 here we will be showing only the version in Portuguese.

I'd like to give the floor now to Mr. Naldo Tuba, CEO of Dagma,

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