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Investor Relations14 Oct 2025
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Kepler Weber (KEPL3) investor relations material
Kepler Weber Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Second quarter results were challenging, with profitability at the lowest levels in the agricultural chain in 20 years, but order backlog is up 40% year-over-year, indicating positive prospects for the second half and 2026.
June results show progress in strategic execution, supporting gradual improvement for 2H25.
Argentina's market reopened, now accounting for 30% of international sales, driving robust growth and diversification, with replacements and services segments expanding.
Contracted portfolio grew 13.8% year-over-year in 2Q25, with highest shipment volume in a decade for 6M25.
Strong cost control measures kept G&A below inflation, supporting resilience during sector downturns.
Financial highlights
Q2 net revenue: R$311.1 million; EBITDA: R$37.9 million (12.2% margin); net income: R$14.4 million (4.6% margin).
H1 net revenue: R$668.3 million; EBITDA: R$90.8 million (13.6% margin); net income: R$39.9 million (6.0% margin).
EBITDA margin dropped from 19.3% to 12.2% year-over-year.
Net cash position of R$34.7 million at quarter-end, with gross cash of R$358.2 million.
ROIC delivered at 24.5%, down 4.3 p.p. sequentially but well above capital cost and sector average.
Outlook and guidance
Management expects gradual improvement in profitability and margins in H2 2025, supported by a robust contracted backlog, record harvests, and improved cost dilution.
Backlog for 2026 already being built, with most contracts secured and low execution risk; positive impact expected in Q4 2025 and into 2026.
The 2025/2026 Harvest Plan increases funding for storage projects, expected to boost demand and new contracts.
Positive view for 2026, with further material to be discussed in the next quarter.
Assess Argentina's market entry strategy.
Detail Procer acquisition's impact on strategy.
How will portfolio mix impact future margins?
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Next Kepler Weber earnings date
Q3 202530 Oct, 2025
Next Kepler Weber earnings date
Q3 202530 Oct, 2025
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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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Frequently asked questions
Kepler Weber S.A. is a manufacturing company specializing in post-harvest storage and grain handling solutions. The company designs and produces equipment such as silos, dryers, conveyors, and automation systems for the agricultural sector. Kepler Weber serves grain producers, cooperatives, and agribusiness companies, offering solutions for storage, processing, and logistics to optimize efficiency and reduce post-harvest losses. The company is headquartered in São Paulo, Brazil, and its shares are listed on the B3.
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