Kepler Weber (KEPL3) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
25 Aug, 2026Historical milestones and growth trajectory
Founded in 1925 as a blacksmith shop, expanded to industrial complexes and IPO in 1980.
Diversified into cleaning machines, grain equipment, and port projects, with major expansions in the 2000s and 2010s.
Achieved 100-year milestone in 2025, with significant acquisitions and distribution network growth.
Market leadership and operational highlights
Leading provider of grain storage and post-harvest solutions in Latin America, present in 54 countries.
Operates 3 factories and 9 distribution centers in Brazil, with over 1,800 employees and 168 sales reps.
Managed 212 projects simultaneously in 2026, servicing over 2,100 clients and connecting 13,000+ silos with technology.
Financial performance and profitability
Net revenue reached R$1.44 billion (US$271.8 million) in 2026 LTM, with a 13.9% EBITDA margin.
ROIC at 19.7% and 80% share appreciation over five years.
Margins improved to ~15% in 2024-2026, up from below 5% in 2015-2017.
Latest events from Kepler Weber
- Market leader in agri-storage with strong growth, robust margins, and high cash generation.KEPL3
Investor presentation - Strong growth, high margins, and innovation in grain storage amid Brazil's expanding agribusiness.KEPL3
Investor presentation - Revenue and profit declined, but diversification and cash strength support resilience.KEPL3
Q2 2026 - 3Q25 saw strong margins and cash flow, led by international and port segment growth.KEPL3
Q3 2025 - Despite lower revenue and profit, operational resilience and segment growth signal a positive outlook.KEPL3
Q2 2025 - 2Q24 revenue up 16.6%, EBITDA up 17.7%, and strong cash support positive outlook.KEPL3
Q2 2024 - Revenue and EBITDA grew strongly in 3Q24, led by international and port segments.KEPL3
Q3 2024 - Revenue and profit declined, but diversification and recurring segments drove resilience.KEPL3
Q1 2025 - Revenue up 6.3% to R$1.6B, EBITDA rises, net income dips on tax, strong cash and segment growth.KEPL3
Q4 2024