Rumo SA (OTCPK:RUMOF)

Q3 2025 Rumo SA Earnings Call (English, Portuguese) Transcript

Nov 17, 2025 / 12:30 PM GMT

Release Date Price: $3.8

Transcript

Key Points

Positve

Rumo SA (BSP:RAIL3) achieved a new quarterly record for transported volume, reaching 23.4 billion RTK, an 8% increase year over year.
The company reported a 5% year-over-year increase in adjusted EBITDA, reaching 2.3 billion BRL.
Rumo SA (BSP:RAIL3) successfully reduced unit fuel consumption by 2%, enhancing energy efficiency across both northern and southern operations.
The company maintained a stable margin in a competitive environment through higher volumes and disciplined cost management.
Rumo SA (BSP:RAIL3) closed the quarter with a healthy net leverage of 1.9 times and a solid liquidity position with 7.2 billion BRL in cash.

Negative

Rumo SA (BSP:RAIL3) faced a more competitive grain logistics environment, impacting market share in certain regions like Mato Grosso and the port of Santos.
Despite a record corn crop in 2025, export volumes from Mato Grosso and Guayas were lower, reflecting a competitive landscape.
The company experienced increased transit and dwell times due to the complexity of managing higher volumes.
Net financial results showed a net expense of 837 million BRL, mainly due to higher net debt and interest rates.
There is uncertainty regarding export volumes in December, which could impact the company's ability to meet its guidance.

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

RAIL3.SA - Rumo SA
Q3 2025 Rumo SA Earnings Call (English, Portuguese)
Nov 17, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and thank you for waiting.

Welcome to Romo's 3rd quarter 2025 earnings presentation.

We would like to inform you that attendees will be on a listen-only mode during the presentation, after which further instructions will be provided and will begin the Q&A session.

This presentation is being recorded and simultaneous translation is available by clicking on the interpretation button.

If you are listening to the video conference in English, you also have the option to mute the original audio in Portuguese by clicking on mute original audio.

Before proceeding, we would like to reiterate that forward-looking statements are based on rumors executive board's beliefs and

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