Sign in

    Andre Ferreira • Bradesco BBI

    Andre Ferreira's questions to Embraer SA (ERJ) leadership

    Andre Ferreira's questions to Embraer SA (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.

    Ask Fintool Equity Research AI

    Andre Ferreira's questions to Embraer SA (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.

    Ask Fintool Equity Research AI

    Andre Ferreira's questions to LATAM Airlines Group SA (LTM) leadership

    Andre Ferreira's questions to LATAM Airlines Group SA (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.

    Ask Fintool Equity Research AI