Localiza Rent a Car (RENT3) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
6 Nov, 2026Platform and scale
Brazil end-period fleet reached 672,055 cars, up 6.3% YoY; 592 locations, 272 Seminovos stores, 87K cars sold and 89K cars purchased in 3Q26.
Business platform spans short-term rental, long-term fleet rental and used-car sales, supported by telemetry and digital fleet-management solutions.
Seminovos operated 276 stores across 139 Brazilian cities; 9M26 annualized used-car sales reached 275,277 units.
Competitive strengths and technology
Presence in 368 Brazilian cities with 592 branches; brand awareness was 4x Competitor A and 17x Competitor B in cited research.
Localiza Fast delivered 1.1M digital pickups in 2025; one in three customers at eligible branches used the solution, supported by 265K+ enabled cars across 200+ branches.
Scale, fleet intelligence, technology, customer experience and operational execution underpin the stated competitive advantages.
Operating performance
Car Rental net revenue rose 16.5% YoY to R$3.025bn in 3Q26; rental days increased 10.6% to 20.976M.
Fleet Rental net revenue increased 6.8% YoY to R$2.428bn; rental days rose 1.9%, while utilization improved 2.0 p.p. YoY.
Consolidated net revenue was R$12.278bn in 3Q26; rental revenue increased 12.5% and Seminovos revenue 16.0% YoY.
Seminovos net revenue in Brazil grew 16.5% in 3Q26; 3Q26 used-car sales were 87,850 units.
Latest events from Localiza Rent a Car
- Revenue rose 14.4%, adjusted net income 29.1%; 9M26 ROIC spread was 6.4 p.p.RENT3
Q3 2026 - Revenue rose 24.5%, net income 30.6%, and net debt/EBITDA improved to 2.16x.RENT3
Q2 2026 - Net revenue rose 12.1% to BRL 41.8B, with EBITDA up 15.4% and record used car sales.RENT3
Q4 2025 - Strong revenue and margin growth in 3Q25, despite one-off IPI tax impact; ROIC at 15.4%.RENT3
Q3 2025 - 2Q25 saw strong revenue and EBITDA growth, margin expansion, and a major one-off IPI impact ahead.RENT3
Q2 2025 - 3Q24 net revenue up 32.3% YoY, net income up 22.2%, with strong margins and improved debt ratios.RENT3
Q3 2024 - Net revenue up 32%, but R$570M net loss driven by asset write-downs and depreciation.RENT3
Q2 2024 - Net income rose 14.8% YoY to R$842 million on strong revenue and margin expansion.RENT3
Q1 2025 - Net revenue up 29% and EBITDA up 13%, driven by strong rental and Seminovos growth.RENT3
Q4 2024