Metalúrgica Riosulense (RSUL4) Q4 2025 earnings summary

Executive summary

• Net revenue reached R$420.5 million in 2025, up 10.43% year-over-year, driven by strong domestic and export sales.

• Consolidated net income was R$64.4 million, representing 15.33% of net revenue, with EBITDA of R$101.7 million, up 11.18% from 2024.

• Internal sales grew 10.24% and exports 12.32% compared to 2024.

Financial highlights

• Gross profit rose to R$176.6 million, with gross margin at 42%.

• Operating expenses increased 14.12% to R$83.5 million, absorbing 19.86% of net revenue.

• Net financial result was positive at R$1.8 million.

• Dividend distributions totaled R$12.4 million in April and R$13.9 million scheduled for February 2026.

Outlook and guidance

• Strategic investments of R$42 million approved for 2026 to modernize production and boost productivity.

• New subsidiary Riosulense Smart Parts Ltda to begin operations in early 2026, aiming to optimize logistics and distribution.