(Image: Flávya Pereira/Money Times)
Although the operational preview has already indicated a troubled path, the MRV & CO (Mrve3) recorded a prejudice liquid adjusted of R $ 262.9 million in First quarter of 2025 (1T25).
The papers closed the trading session on Friday (9) with a drop of 11.22%, quoted at R $ 5.46.
The bad performance of the balance was again motivated by the company’s “cash burning”, the Resia.
According to analysts from BTG Pactualthe US subsidiary has grown the occupation of its projects in lease and will complete the sale of 3 assets, a set of apartments in Dallas and two land. These sales should yield about US $ 66 million In cash for the company, which helps reinforce the cashier.
However, the company already knows that it will be damaged in these sales, so it anticipated an accounting loss of $ 36 million in the balance of the first quarter. Therefore, the resia closed the quarter with a loss of US $ 49 million – And a cash consumption of $ 64 million.
The bank points out, however, that this money should return to cash in the second quarter (2T25), when sales values are effectively received.
Analysts that sign the report evaluate that, overall, the quarterly results were mixed, as a margin improvement in Brazil’s operations, driven by continuous recovery in the segment, was also noticed as well. My house my life (MCMV).
THE GENIAL INVESTMENTSin turn, it evaluates that although the Brazilian operation is in the final stages of recovery, the relevance of the positive points of Operation Brazil in this result “if only” in the face of the anticipation of the resiae accounting.
What to do with MRV actions?
The perception of BTG is that MRV actions are discounted, so they see a great high potential when the results “normalize”. Therefore, the bank maintains the recommendation of Buy for the action.
Despite the hardest view of the genius for the balance of this quarter, analysts still see a potential for high 143.90% in relation to the current price. The recommendation follows purchase, with target price in R $ 15.
Source: Moneytimes
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