Romi S.A. (ROMI3) Earnings Call Transcripts

Romi S.A.'s Latest Earnings Call - Q1 FY2026

Romi S.A. reported disappointing results for Q1 2026, with both revenue and profitability under pressure. The company experienced a challenging demand environment, leading to a reduction in revenues and a significant drop in net income. However, the order backlog increased by 8.5% to BRL 814.2 million, indicating potential recovery in future quarters. EBITDA was reported at BRL 7.4 million with a margin of 3.3%, reflecting a decline due to reduced revenues. Management remains confident in the strategic direction, particularly with the B+W unit showing improved margins and a robust order backlog.

Reported metrics

Guidance from management

Management did not provide specific forward guidance but highlighted confidence in strategic direction and order backlog as a basis for recovery.

What analysts pressed on

Analysts are concerned about the impact of the challenging macroeconomic environment on demand and profitability. Questions focused on the sustainability of B+W's performance amid European fiscal changes.

Main topics on the call

• Revenue and Profitability Pressure — CEO Luiz Cassiano Rosolen acknowledged that the quarter was below expectations, with reduced demand impacting revenue and profitability. 'We experienced pressure on revenue and profitability in an environment where deman...
• Order Backlog Growth — The consolidated order backlog increased by 8.5% to BRL 814.2 million, suggesting a foundation for future recovery. 'We ended the period with a consolidated order backlog of BRL 814.2 million, an 8.5% increase compared t...
• B+W Unit Performance — The B+W unit showed improved margins and a strong order backlog, with net operating revenue of BRL 64.9 million and a gross margin of 32.2%. 'B+W Machines achieved BRL 64.9 million in net operating revenue, delivering it...
• Romi Machines and Rental Business — The diversification strategy in Romi Machines is advancing, with 81 new machines rented in the quarter, contributing to recurring revenue. However, the unit faced challenges with a 24.7% reduction in order entry.

Read the full Romi 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 22 Romi S.A. earnings call transcripts on record, spanning February 12, 2020 to July 15, 2026. Based on this history, Romi S.A. reports quarterly. The most recent call on file is dated July 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ROMI3

Exchange

BOVESPA

Country

BR

Sector

Industrials

Industry

Machinery

Calls on record

22

First call

February 12, 2020

Most recent

July 15, 2026

Reporting cadence

quarterly