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    Andre Ferreira

    Research Analyst at Bradesco BBI

    Andre Ferreira is an Equity Analyst at Bradesco BBI, specializing in coverage of Brazilian industrials and logistics companies. He is known for his detailed research and actionable insights on major companies such as Motiva, Tupy, and JSL, and consistently provides recommendations that are highly regarded by institutional investors. Ferreira has built his career within Bradesco BBI, where he is recognized for his expertise in sector fundamentals and market dynamics, though publicly disclosed rankings or performance return metrics are not available. While detailed information on specific credentials and prior experience is limited, Ferreira's longstanding presence on multiple company coverage lists reflects trusted standing among peers and clients.

    Andre Ferreira's questions to EMBRAER (ERJ) leadership

    Andre Ferreira's questions to EMBRAER (ERJ) leadership • Q2 2025

    Question

    Andre Ferreira of Banco Bradesco BBI asked about the higher credit provisions in the Services & Support segment, seeking to confirm if they were related to a specific charge in the income statement and to understand their impact on the segment's EBIT margin.

    Answer

    Guilherme Paiva, Head of IR & M&A, and Antonio Garcia, CFO, confirmed the provisions were related to a specific customer undergoing a restructuring process. They stated the full impact was booked in Q2, affecting the segment's margin for the quarter, with minimal further impact expected.

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    Andre Ferreira's questions to EMBRAER (ERJ) leadership • Q1 2025

    Question

    Andre Ferreira of Bradesco BBI sought clarification on the commercial EBIT margin impact and asked about the effect of past reversals on the Service & Support segment's margins.

    Answer

    CFO Antonio Carlos Garcia confirmed a 3% positive impact on the Commercial Aviation margin from supplier credits. For Service & Support, he noted the margin was temporarily 50 basis points below average due to product mix, an effect he expects will be compensated for during the year.

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    Andre Ferreira's questions to AZUL leadership

    Andre Ferreira's questions to AZUL leadership • Q1 2025

    Question

    Inquired about the timeline for the $200 million equity raise, the specific cost impact from operational performance issues, and the possibility of being compensated by OEMs.

    Answer

    The company will find the right time for an additional equity raise as market conditions in April were not favorable. The increase in 'other' costs was driven by customer reaccommodations (hotels, meals, transport on other airlines) due to irregular operations, compounded by a 20% year-over-year increase in the US dollar. The company is in constant discussion with OEMs to seek compensation for these disruptions, similar to what other global airlines are doing.

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    Andre Ferreira's questions to LATAM AIRLINES GROUP (LTM) leadership

    Andre Ferreira's questions to LATAM AIRLINES GROUP (LTM) leadership • Q4 2024

    Question

    Andre Ferreira asked about the risk of Airbus delivery delays hampering the 2025 fleet plan and sought LATAM's view on how a potential merger between competitors Azul and Gol would impact the local fare environment and LATAM's long-term strategy in Brazil.

    Answer

    CEO Roberto Alvo Milosawlewitsch stated there is no major concern with the Airbus delivery stream for 2025, noting that the engine supply chain is a more closely monitored risk. Regarding the potential competitor merger, he deemed it premature to comment on the non-binding MOU, emphasizing that LATAM is focused on its own strong performance and market share of nearly 40% in domestic Brazil.

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    Andre Ferreira's questions to LATAM AIRLINES GROUP (LTM) leadership • Q4 2024

    Question

    Questioned the risk of aircraft delivery delays from Airbus impacting the 2025 fleet plan and asked for LATAM's perspective on the potential merger of competitors Azul and Gol in Brazil.

    Answer

    The company is not concerned about Airbus delivery delays for 2025 but is monitoring potential Boeing 787 delays and engine supply chain issues, which are already factored into guidance. Regarding the potential Azul/Gol merger, it is considered premature to comment as it is only a non-binding MOU, and LATAM will wait for more details while focusing on its own strong market position.

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