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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.
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Q2 2025 earnings summary12 Aug, 2025

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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Q3 202512 Nov, 2025
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Frequently asked questions

Vamos Locação de Caminhões, Máquinas e Equipamentos S.A. provides rental and sale of commercial trucks, machinery, and equipment. It serves construction, agribusiness, and logistics companies across Brazil. The company is headquartered in São Paulo, Brazil, and its shares are listed on the B3.

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