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Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
JSL
JSL (JSLG3) investor relations material
JSL Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary17 Jul, 2026
Historical evolution and transformation
Over 70 years, the company evolved from a traditional logistics provider to a diversified group with multiple independent companies, expanding through organic growth and strategic acquisitions.
Major milestones include IPO, relisting, and the creation of specialized subsidiaries in warehousing, digital logistics, and intralogistics.
The business model shifted to focus on customer-centric solutions, capital allocation efficiency, and operational excellence.
Financial performance and growth
Gross revenue grew from R$3.3 billion in 3Q20 LTM to R$11.4 billion in 1Q26 LTM, a 25% CAGR.
EBITDA increased from R$447 million to R$2.0 billion, with margin rising from 17.2% to 20.6%.
Eight acquisitions since IPO contributed to scale, with net revenue and EBITDA CAGRs of 26% and 33%, respectively.
ROIC improved from 7.3% to 14.6%, and leverage decreased from 3.1x to 2.8x.
Business model and market positioning
Maintains absolute leadership in the Brazilian logistics sector, holding 1% of the fragmented market.
Operates through four independent companies: own fleet, aggregates/third parties, digital, and intralogistics, each with tailored solutions.
Diversified revenue streams across sectors, services, and geographies, with a strong focus on cross-selling and customer retention.
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Latest events from JSL
- Q2 2024 revenue rose 17%, with 11% EBITDA growth and strong contract wins fueling outlook.JSLG3
Q2 202415 Jul 2026 - Margin expansion, strong cash flow, and deleveraging fueled profitable growth in 2025.JSLG3Q4 202510 Jul 2026
- Adjusted EBITDA rose 2.8% to R$471.2 million, with strong cash generation and lower leverage.JSLG3Q1 20268 Jul 2026
- Net revenue rose 5.6% YoY to R$2.5B, with margin gains, strong cash flow, and segment growth.JSLG3Q3 20256 Jul 2026
- Adjusted EBITDA rose 23.5% year-over-year, with margin recovery and strong contract wins.JSLG3Q2 20256 Jul 2026
- Double-digit revenue and EBITDA growth in 1Q25, led by asset-light and digital expansion.JSLG3Q1 20256 Jul 2026
- Revenue up 20% to BRL 10.7B, record EBITDA, asset-light growth, and margin recovery expected.JSLG3Q4 20242 Jul 2026
- 3Q24 saw 18% revenue growth, margin expansion, record cash flow, and lower leverage.JSLG3Q3 20242 Jul 2026
Next JSL earnings date
Q2 202613 Aug, 2026
JSL
Next JSL earnings date
Q2 202613 Aug, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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