Q1 2025 Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA Earnings Call Transcript

May 7, 2025 / 03:00 PM GMT

Release Date Price: R$4.46 (-7.05%)

Transcript

Key Points

Positve

Vamos Locacao De Caminhoes Maquinas E Equipamentos SA (BSP:VAMO3) achieved a 15% increase in net revenue from leasing, reaching $960 million in the quarter.
The company reported an 82% growth in used vehicle sales, achieving a record volume of $290 million.
Gross fleet utilization rate improved for the third consecutive quarter, reaching 85%.
The company successfully raised $1.9 million in new debt at a competitive cost, enhancing its capital structure.
Vamos Locacao De Caminhoes Maquinas E Equipamentos SA (BSP:VAMO3) maintained a solid liquidity position, with cash and financial investments covering debt maturities through mid-2027.

Negative

Net income declined due to higher financial expenses and a higher effective tax rate compared to the previous year.
The EBITDA margin contracted due to the temporary effect of used assets still being depreciated but not generating lease revenue.
The sugar and ethanol industry demanded less volume of investments this year, impacting revenue.
The company experienced a decrease in gross margin on used vehicle sales, which was slightly below the 10% target.
Higher depreciation driven by fleet expansion and a greater share of idle assets offset gains, impacting net income.

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

VAMO3.SA - Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA
Q1 2025 Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA Earnings Call
May 07, 2025 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning ladies and gentlemen. Welcome to the conference call to discuss the results for the first quarter of 2025.

Today with us at this conference call are Mr. Gustado Coto, Chief Executive Officer of Vos, and chief financial and investor relations officer.

This conference call is being recorded and the replay will be available on the company's website, RI.groupofe.com.br.

The presentation is already available for download in Portuguese and English.

We would like to inform you that all participants will be in listen-only modes during the presentation. We'll then start the Q&A session and further instructions will be

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.