Q2 2024 Vibra Energia SA Earnings Call (English, Portuguese) Transcript
Key Points
- Vibra Energia SA (PETRY) achieved EBITDA margins above BRL150 per cubic meter for the fourth consecutive quarter.
- The company reported a record adjusted EBITDA margin of BRL176 per cubic meter and a ROIC of nearly 20%.
- There was a quarter-over-quarter volume increase of 2.6%, indicating growth in market share.
- The company generated BRL100 million by reducing inventory levels.
- Vibra Energia SA (PETRY) announced a dividend payout of BRL1.6 billion, the second highest in its history.
- The company experienced a decrease in market share in non-branded stations.
- There was a significant drop in volume in the B2B segment last year.
- The recurring margin dynamics showed a reduction in service station margins.
- The company faced challenges with working capital due to a mismatch in accounts receivable and payable.
- There was a slight decrease in the number of service stations, which could impact future growth.
Good morning, and welcome two VPs Second Quarter 2020 for video call. This conference is being recorded, and you'll be able to watch the video on the website, the company and the presentation slide deck is also available for download. Yes, participants will be able to watch the presentation and then there's going to be a Q&A session and more instructions will be given later on prospective statements are based on the management's supposition and beliefs and currently available information. These statements may involve risks and uncertainties because they related to future events and therefore, depend on circumstances that may or may not come to investors, analysts and journalists must take into account that macroeconomics events, industry insights and other factors may materially changed the results when compared to the ones expressed into prospective statements in this conference is we have, as an investor put added, he'll go to ruble Ribeiro, CFO and some other executives as well. Now I'll turn it over to Mr. Pousada was going to start the presentation. So Mr. Posada, you have the floor.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
