Sign in

    Victor Mizusaki • Bradesco BBI

    Victor Mizusaki's questions to Embraer SA (ERJ) leadership

    Victor Mizusaki's questions to Embraer SA (ERJ) leadership • Q4 2024

    Question

    Victor Mizusaki of Bradesco BBI inquired about the 2025 EBIT margin guidance, questioning if it was conservative, and later asked when Embraer expects to resume dividend distributions.

    Answer

    CFO Antonio Garcia clarified that the EBIT guidance is based on a recurring 2024 EBIT margin of 7.6% and reflects market volatility. CEO Francisco Neto confirmed that Embraer is now qualified to pay dividends, subject to board and shareholder approval in April, and that the existing policy is to pay 25% of the year's net profit.

    Ask Fintool Equity Research AI

    Victor Mizusaki's questions to Embraer SA (ERJ) leadership • Q2 2024

    Question

    Victor Mizusaki asked about the drivers behind the strong Q2 EBITDA margin, the potential for an upward guidance revision, and sought an update on reported negotiations for E-Jet orders with Brazilian airlines like LATAM.

    Answer

    CFO Antonio Carlos Garcia confirmed the company is tracking closer to the high end of its EBITDA guidance, despite some one-time effects in Q2. President and CEO Francisco Gomes Neto stated that while they are in discussions with many customers, there is nothing concrete to announce regarding new Brazilian orders, but he emphasized the E2's suitability for the market.

    Ask Fintool Equity Research AI