(Image: Leung Cho Pan/Canva)
THE Marcopolo (Pomo4), one of the Small caps More present in the recommended portfolios, discloses its result on Tuesday (29), after the closing of the market. THE BRADESCO BBI projects weaker numbers for the company, but maintains positive view and purchase recommendation for the actions.
The bank estimates that the Marcopolo Ebitda will come 16% below the previous year, the R $ 265 millionwith a margin of 15.5%, impacted by the lighter bus sales mix and the collective holidays, which reduced production volume in January. However, margins are expected to improve throughout the year, reaching 18.3%, with the resumption of sales of heavier vehicles, increased exports and productive efficiency gains.
Marcopolo’s shares accumulate a 25% drop since peak registered in November 2024, reflecting concerns with the domestic market and weaker numbers in the short term.
Nevertheless, analysts project that the company closes 2025 with net income of $ 1.3 billion, offering an attractive Dividend Yield of 8.5%. In addition, the papers are being negotiated with a 55% discount compared to the historical average.
THE BRADESCO BBI Reaffirms the recommendation of “purchase” for Pomo4, with target price of $ 10.00 until the end of 2025 and highlights: “Enter before it is too late”.
Source: Moneytimes
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