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Tegma Gestão Logística (TGMA3) investor relations material

Tegma Gestão Logística Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 earnings summary4 Nov, 2025

Executive summary

  • Net revenue in 3Q25 rose 5% year-over-year to R$634 million, driven by higher delivery distances, tariff adjustments, and growth in used vehicle logistics, despite Toyota's production halt impacting volumes.

  • Environmental initiatives included a pilot project converting diesel trucks to hybrid diesel/CNG, reducing emissions by 35%.

  • Tegma became the official logistics operator for Omoda & Jaecoo, supporting their rapid sales growth in Brazil.

  • Distributed R$63.9 million in dividends and interest on equity, with an 80% payout and 8.2% dividend yield over the last 12 months.

  • Acquired a 200,000 m² land plot in Camaçari-BA for R$40 million to expand operational capacity.

Financial highlights

  • Consolidated net revenue in 3Q25 was R$634 million, up 5% year-over-year; 9M25 net revenue reached R$1.615 billion, up 10%.

  • EBITDA in 3Q25 was R$116.8 million (18.4% margin), down 2.4 p.p. year-over-year due to margin declines and higher costs.

  • Net income for 3Q25 was R$80 million, down 5% year-over-year, with a net margin of 12.6%.

  • Free cash flow in 3Q25 was R$15 million, lower than Q3 2024 due to higher capex and advance land payment.

  • Dividend yield over the last 12 months was 8.2%.

Outlook and guidance

  • Market share is expected to recover with new contracts (Omoda & Jaecoo, BYD) and strategic land acquisition near BYD's plant.

  • Management expects Toyota's production halt to have a net negative effect, though partially offset by other automakers.

  • Continued growth in the north and northeast regions is anticipated to positively impact margins.

  • Dividend distribution remains above the minimum policy, with a strong yield.

  • Payout policy remains aggressive, with future levels dependent on cash generation and M&A activity.

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