Trisul releases transcript of Q2 2026 earnings call
Reuters2026/08/17 18:41- Trisul’s 2Q26 earnings call drew CEO João Azevedo, CFO/IR chief Fernando Salomão, IR manager Vitor Secco, analysts from Bradesco BBI, BTG, Itaú BBA, XP.
- 2Q26 gross sales reached R$ 529.9 million; net sales R$ 465.2 million on 806 units; VSO 12.5%.
- Launches totaled R$ 602.9 million VGV; Atílio 870 posted R$ 373.5 million VGV, 29 units; about one-third sold early.
- Gross margin rose to 28.7%; backlog margin to be recognized increased to 36.2%; management flagged prior delivery delays as a temporary drag.
- Net profit was R$ 44.9 million; operating cash generation reached R$ 125 million; net debt-to-equity fell to 29.1% on R$ 445.4 million.
- R$ 390.8 million in performed receivables expected to repay remaining SFH balances; management leaned toward retaining cash for land purchases.
- Caixa associative credit for the economic segment seen as stable; about 250 monthly repasses; mid-to-high income repasses “flowing,” despite higher rates.
- Management sees high-end demand most resilient; mid-range R$ 3 million–R$ 6 million units under pressure; compact segment viewed as investor-driven.
- Capital returns included R$ 100 million dividends, full cancellation of treasury shares, new share buyback program; intent to pay recurring dividends when feasible.
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