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    Pedro Tineu

    Research Analyst at Itaú BBA

    Pedro Tineu is an Equity Research Analyst at Itaú BBA, focusing on finance sector coverage for Latin America's leading corporate investment bank. As part of his analyst role, he conducts in-depth research and delivers strategic insights on companies in the finance industry, though specific company names or performance metrics are not publicly referenced. Pedro joined Itaú BBA after gaining experience in financial analysis, but prior work history and milestones are not clearly documented. While details on professional credentials and securities licenses are unavailable, he is established within Itaú BBA's equity research team with a specialization in financial sector analysis.

    Pedro Tineu's questions to IOCJY leadership

    Pedro Tineu's questions to IOCJY leadership • Q1 2025

    Question

    Inquired about the price negotiation dynamics with OEMs in Europe, especially concerning pass-throughs amid volume reductions, and asked for more clarity on CapEx plans for 2026 and beyond.

    Answer

    The company has mature processes for raw material price adjustments and has successfully negotiated other inflationary costs with customers, leveraging over 100 years of experience. For CapEx post-2025, after the major projects end, there will be some catch-up spending in other plants, followed by a focus on smaller, high-return projects in promising regions like India, Turkey, and Brazil.

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