Kepler Weber (KEPL3) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
15 May, 2026Historical milestones and growth trajectory
Founded in 1925 as a blacksmith shop, expanded to industrial complexes and IPO by 1980.
Diversified into cleaning machines, grain equipment, and port projects, with major expansions in 2004 and 2016.
Achieved sustainable growth, lean manufacturing, and SAP implementation by 2015.
Acquired Procer in 2022, reaching 100 years in 2025.
Market position and operational highlights
Leading supplier of storage equipment and post-harvest solutions for grains in LATAM, present in 54 countries.
Net revenues of BRL 1.49 bn in 2025, with a 15.6% EBITDA margin and 23% ROIC.
1,870 employees, 3 factories, 9 distribution centers, and 168 sales representatives.
90% on-time deliveries and 2,975 clients served in 2025.
Industry context and growth drivers
Brazil is a global leader in food production, with two annual harvests and 25 years of grain production growth.
Grain harvest CAGR of 6.2% from 2000–2025, with production expected to reach 355 million tons in 2025.
Persistent storage deficit, projected to reach 42% by 2033, drives demand for storage solutions.
Infrastructure and logistics improvements are critical as production outpaces storage capacity.
Latest events from Kepler Weber
- Revenue down 10.9% YoY, but strong cash, innovation, and international growth drove resilience.KEPL3
Q1 202615 May 2026 - Strong growth, digital innovation, and resilient margins drive leadership in grain storage.KEPL3
Investor presentation15 May 2026 - Record international revenue and strong margins achieved despite sector headwinds.KEPL3
Q4 202517 Mar 2026 - Revenue and EBITDA up double digits in Q2 2024, with strong cash and positive outlook.KEPL3
Q2 20242 Feb 2026 - Strong 3Q24 revenue and margin growth, led by international and port segments.KEPL3
Q3 202417 Jan 2026 - KW2030 strategy drives digital innovation, recurring revenues, and strong financial growth.KEPL3
Investor Day 202412 Jan 2026 - Q1 2025 saw lower revenue and profit, but diversification and innovation drove resilience.KEPL3
Q1 202523 Dec 2025 - Margins fell, but strong order growth and international expansion support a positive outlook.KEPL3
Q2 202523 Nov 2025 - 3Q25 saw strong margins, cash generation, and international growth despite sector challenges.KEPL3
Q3 20254 Nov 2025