Sign in

    Marcelo Motta • JPMorgan Chase & Co.

    Marcelo Motta's questions to Eve Holding Inc (EVEX) leadership

    Marcelo Motta's questions to Eve Holding Inc (EVEX) leadership • Q2 2025

    Question

    Marcelo Motta from JPMorgan Chase & Co. inquired about Eve's capital needs beyond 2026, the potential use of its shelf registration, and what de-risking events could improve the sector's outlook.

    Answer

    CFO Eduardo Couto reiterated a strong liquidity position, with total liquidity extending to mid-2027. He stated that while more capital will be needed for certification, the company is not in a hurry. He noted that besides the S-3 shelf registration, they are also exploring long-term loans and other funding options available through their relationship with the Embraer Group.

    Ask Fintool Equity Research AI

    Marcelo Motta's questions to Eve Holding Inc (EVEX) leadership • Q3 2024

    Question

    Marcelo Motta inquired about the production capacity covered by the initial $80-90 million CapEx for the Taubaté plant and asked about the company's liquidity strategy.

    Answer

    CEO Johann Bordais clarified that the initial $80-90 million investment will achieve about half of the plant's total capacity (240 eVTOLs annually), with an additional $30-40 million needed to reach full capacity. CFO Eduardo Couto stated that with a record $445 million in liquidity, providing a three-year runway, the company feels comfortable and is not planning any new capital raises in the short term.

    Ask Fintool Equity Research AI

    Marcelo Motta's questions to Embraer SA (ERJ) leadership

    Marcelo Motta's questions to Embraer SA (ERJ) leadership • Q2 2025

    Question

    Marcelo Motta of JPMorgan Chase & Co. asked about Embraer's outlook for the second half of the year, questioning the potential for an upward guidance revision given the strong first half and the stated challenges of FX volatility, tariffs, and inflation.

    Answer

    Antonio Garcia, EVP - Financial & IR, responded that the company is maintaining its guidance. He explained that significant headwinds are expected in the second half, including the impact of the remaining 80% of tariffs, a stronger Brazilian real increasing costs, and higher-than-planned inflation. He stated that Embraer prefers to wait for these factors to evolve before considering a guidance revision.

    Ask Fintool Equity Research AI

    Marcelo Motta's questions to Embraer SA (ERJ) leadership • Q1 2025

    Question

    Marcelo Motta of JPMorgan Chase & Co. asked for quantification of the one-time impact from supplier credits on the Commercial Aviation segment's margin.

    Answer

    CFO Antonio Carlos Garcia clarified that the one-time impact from supplier credits positively affected the Commercial Aviation segment's margin by 3 percentage points (300 basis points) during the quarter.

    Ask Fintool Equity Research AI

    Marcelo Motta's questions to Embraer SA (ERJ) leadership • Q4 2024

    Question

    Marcelo Motta from JPMorgan Chase & Co. asked for the top-line outlook for the Services and Defense segments, specifically regarding the KC-390 production rate and the OGMA engine shop ramp-up.

    Answer

    Head of IR Guilherme Paiva stated that KC-390 production is gradually increasing towards a target of nearly 10 aircraft per year by 2030. He also confirmed the OGMA GTF engine shop is on track to reach $250 million in revenue in 2026 and $500 million by 2028. CFO Antonio Garcia added that the company is positioned to reach the high end of its overall revenue guidance.

    Ask Fintool Equity Research AI

    Marcelo Motta's questions to Embraer SA (ERJ) leadership • Q2 2024

    Question

    Marcelo Motta inquired about the revenue outlook for the Defense & Security division in the second half of 2024, asking if acceleration is expected and what the key drivers, such as Super Tucano orders, would be.

    Answer

    CFO Antonio Carlos Garcia confirmed that Embraer anticipates Defense & Security revenue to be around $600 million for the year. He cited the confidence in delivering four C-390s and noted that the recent Super Tucano order for Paraguay will contribute significantly in the second half, as a large portion of the aircraft were already in inventory.

    Ask Fintool Equity Research AI