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THE CFO from the Kepler Weber (Kepl3), leader in Latin America in postharvest solutions, Renato Arroyoin an interview with Money Timeshe explained that the company continues to operate in all regions of Brazil, but that international business follows as one of the company’s focuses.
“We grew 78.8% in the international business segment in 2024. Our largest customers are concentrated in the Uruguay and Paraguayand we see with great optimism the resumption of Argentina in the macroeconomic scenario. We spent 5 years without selling to the country and returned to sell last year, something that points to a better prospect of sales in 2025 ″.
Arroyo commented that Argentina produces between 130 and 150 million tons and that this generates opportunities for Kepler Weber.
“We may have a swift growth in Argentina, which provides us to grow a country that we are already eyeing the coming years. We want to serve Argentine customers for the best possible.”
KEPL3: The effects of trade war, high interest rates and storage deficit
Asked about the effects of the trade war and the tariffs imposed by Donald Trumpthe CFO emphasized that the steel It is the company’s main input in terms of costs.
“If we take 2023 against 2024, there has been a 15% drop for steel. This results in a price reduction. We are protected about it, we are not at risk with oscillations, but this retreat in prices also reaches revenue. Looking at the trade war, if it happened in 2018, we can see a positive scenario for Kepler, because we have other roads to drain.”
Another issue that hinders the company is the question of fees Higher, but Arroyo explains that factors such as record crop, commodity price growth and royal devaluation provide Kepler Weber to grow more in the international and national sector.
“The storage deficit in Brazil was 30% in 2024 and tends to grow to 36%. This is our ‘food’. The main input of our thesis. Other than that, the business environment should improve with harvest advancement.”
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Source: Moneytimes
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