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Grupo Vamos (VAMO3) investor relations material
Grupo Vamos Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record used asset sales and net revenue, up 72% year-over-year and 12% sequentially, driven by resilient leasing demand and contract extensions, despite high interest rates and fiscal uncertainty.
Gross rental revenue and EBITDA reached new highs, supported by diversified customer base and strong asset liquidity, though net income declined due to higher depreciation and financial expenses.
Focused on contract extensions, profitability, and disciplined asset management, reducing CapEx and working capital needs.
Maintained high liquidity, with cash and available credit lines covering 80% of gross debt maturing through 2027.
Strategy emphasizes inventory reduction, higher fleet utilization, and credit diligence amid challenging macroeconomic conditions.
Financial highlights
Net revenue reached R$1.4 billion in 2Q25, up 16.9% year-over-year, driven by used asset sales and leasing services.
EBITDA increased 13.9% year-over-year to R$911.1 million, but margin declined due to higher depreciation and idle assets.
Net income dropped 47.9% year-over-year to R$92.8 million, impacted by increased financial expenses and normalized depreciation.
Adjusted net income for the quarter was R$93 million.
Record gross profit and margin in used asset sales, with trucks achieving a 13.6% margin in 2Q25.
Outlook and guidance
2025 guidance revised: EBITDA now R$3,500–3,900 million (was R$3,850–4,150 million); net profit R$300–450 million (was R$450–550 million); leverage target 3.1–3.4x.
New asset growth projection lowered to R$3 billion; contract extensions raised to R$800–900 million; used vehicle sales projected at R$1.3–1.5 billion.
Focus remains on reducing leverage, increasing fleet utilization, and prioritizing resilient sectors.
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