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Sequoia Logística e Transportes
Sequoia Logística e Transportes (SEQL3) investor relations material
Sequoia Logística e Transportes Q3 2024 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2024 earnings summary6 Dec, 2024
Executive summary
Major restructuring initiatives, including debt renegotiation, asset sales, and operational integration with Move3 Group, aim for financial stabilization and positive EBITDA in 2025.
Global agreements reached with ex-suppliers, creditors, and tax authorities, with extrajudicial recovery plan filed and majority creditor approval pending judicial homologation.
Integration of Sequoia and Move3 expands logistics coverage, operational synergies, and automation, supporting future growth.
Asset sales, including Frenet and other non-strategic units, provided immediate liquidity of BRL 25 million and R$11.3M.
CEO transition underway, with Alexandre Rodrigues set to become CEO in February 2025.
Financial highlights
Normalized net revenue for 3Q24 reached R$250.1M, up 98.2% year-over-year; pro-forma 9M24 at R$769.7M.
Adjusted gross margin improved to 20.7% in 3Q24 from -16.1% in 3Q23, with gross profit of R$51.7M.
Adjusted EBITDA for 3Q24 was -R$17.5M, a significant improvement from -R$50.7M in 3Q23; 9M24 adjusted EBITDA was -R$45.0M.
Payroll and distribution center reductions expected to save BRL 6.9 million per month starting September.
Net debt at end-September 2024 was R$380.2M, up 8.7% sequentially due to working capital needs.
Outlook and guidance
No formal 2025 guidance provided due to ongoing restructuring; management targets positive EBITDA and operational cash generation from 2025.
Integration of ERPs and operational systems to be finalized by December 31, 2024, positioning for improved profitability and efficiency.
Synergies from Move3 integration expected to further enhance results in upcoming quarters.
What is the path to positive EBITDA in 2025?
Impact of CD reduction on operational capacity?
Explain the debt conversion delay rationale
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Sequoia Logística e Transportes
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