EZTEC Empreendimentos e Participações S.A. (EZTC3) Earnings Call Transcripts

EZTEC Empreendimentos e Participações S.A.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, EZTEC Empreendimentos e Participações S.A. reported a significant revenue of BRL 323 million, driven by strong sales and launches totaling BRL 925 million. The company achieved an impressive 85% growth in net sales year-over-year, reaching BRL 697 million. Management maintained its guidance for 2026, projecting launches between BRL 2.5 billion and BRL 3.5 billion, indicating a robust pipeline that could further enhance revenue growth in the coming quarters.

Reported metrics

Guidance from management

Management maintained its revenue guidance for 2026, projecting launches between BRL 2.5 billion and BRL 3.5 billion, indicating confidence in future growth prospects.

What management said

Yes. Just adding to what Silvio said, we had a record quarter with expressive sales. Launches have been significant as well. Our structure is completely under control. And this is aligned with our market. So we are very strong in selling our inventory in the products that are under construction. So with this entire effort and if the market lets us, we're still going to overcome all of the records for this year.

Thank you, Marcelo. So thank you, gentlemen. And now we will open up for a question-and-answer session. We are going to start from sell side according to this order that was previously established and is listed on the screen. Please raise your hand. And if time allows, we will also receive questions from the chat. If we are unable to answer your question, please send it to our Investor Relations team, so that we can ...

What analysts pressed on

Analysts expressed concerns about inflation impacting construction costs and the potential effects on margins. There were also questions regarding the company's ability to sustain sales momentum in a challenging economic environment.

Main topics on the call

• Strong Sales Performance — EZTEC reported net sales of BRL 697 million for Q1 2026, an 85% increase from BRL 377 million in Q1 2025. Management noted, "sales have been very strong" and emphasized the effectiveness of their commercial strategies.
• Launches and Revenue Guidance — The company launched BRL 925 million in projects during the quarter, covering approximately 30% of its annual guidance of BRL 2.5 billion to BRL 3.5 billion. This strong start positions EZTEC favorably for future revenue...
• Gross Margin Stability — EZTEC reported a gross margin of 38.7%, consistent with historical performance. Management indicated that margins are expected to remain stable despite potential cost pressures, stating, "we can control it with our margi...
• Concerns Over Construction Costs — Management acknowledged potential inflationary pressures on construction costs but expressed confidence in their ability to manage these challenges. They stated, "we have controlled our prices versus MCC" and are prepare...

Read the full EZTEC Empreendimentos e Participações S.A. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 EZTEC Empreendimentos e Participações S.A. earnings call transcripts on record, spanning March 20, 2020 to May 8, 2026. Based on this history, EZTEC Empreendimentos e Participações S.A. reports quarterly. The most recent call on file is dated May 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EZTC3

Exchange

BOVESPA

Country

BR

Sector

Consumer Discretionary

Industry

Household Durables

Calls on record

25

First call

March 20, 2020

Most recent

May 8, 2026

Reporting cadence

quarterly