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Investor Relations14 Oct 2025
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JSL (JSLG3) investor relations material
JSL Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Gross revenue reached R$2.8 billion, up 10–12.5% year-over-year, with net revenue at R$2.4 billion, driven by new contracts and sector diversification.
Adjusted EBITDA was R$492 million, up 23–23.5% year-over-year, with a 21.6% margin (+2.4 p.p.), reflecting cost reduction and contract repricing.
Adjusted net profit rose 10% to R$36.3 million; reported net profit was R$21 million, impacted by higher financial expenses.
R$1.5 billion in new contracts signed in 2Q25, with 62% adopting the asset-light model, reducing net capex to R$18 million.
Operating cash flow after growth investments increased 22% year-over-year to R$295 million, supporting deleveraging.
Financial highlights
Net revenue grew 10–13% year-over-year, led by new contracts in pulp & paper, retail, food & beverage, and automotive.
ROIC running rate was 14.5% in 2Q25.
Asset sales net revenue rose 50–55% year-over-year, with margin recovery despite pickup truck depreciation.
E-commerce revenue grew 41% year-over-year; pulp and paper up 24%, automotive up 12%.
Free cash flow after growth CapEx was R$295–300 million, up 20% quarter-over-quarter.
Outlook and guidance
Management expects the second half to be the strongest, with margin improvement as new contracts ramp up and cost initiatives take effect.
Asset-light strategy and capital discipline are expected to enhance ROIC and cash generation.
Deleveraging remains a priority, with no plans to increase leverage for acquisitions.
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Q3 202511 Nov, 2025
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