• Transcript covers Tupy’s 2Q26 earnings call attended by CEO Harro Burmann, CFO Rodrigo Périco, VP Ricardo Fioramonte, VP Gueitiro Genso, investors, analysts, journalists.
• 2Q26 revenue fell 6% to R$ 2,5 miliar; adjusted EBITDA R$ 156 juta with 6,3% margin; net loss R$ 11 juta.
• Currency appreciation hit EBITDA by R$ 104 juta; cost and mix actions offset R$ 68 juta; 3Q contract pass-through seen at R$ 15 juta.
• Management kept a 2H target to restore at least double-digit margin, citing stronger seasonality, U.S. ramp-up, customer renegotiations.
• Net debt ended at R$ 1,9 miliar; leverage 4x LTM EBITDA; year-end leverage guided below 2,5x despite 3Q working-capital cash use.
• Industrial footprint changes cut one shift in Betim; R$ 40 juta savings in 1H; R$ 100 juta expected in 2026.
• New projects expected to exceed R$ 600 juta revenue in 2026; about R$ 250 juta already booked in 1H.
• North America Class 8 backlog cited near 180.000 units; 2Q orders up nearly 200% year-on-year; production annualized 250.000-260.000.
• U.S. freight spot rates cited up 20% since early year; fleet average age at six years, supporting replacement demand into 2027.
• U.S. tariff changes beyond Section 232 said not to affect products; tariff impact already negotiated and passed through to prices.
• Labor costs rose on extra hiring, overtime, capacity ramp, wage adjustment; management expects normalization as demand stabilizes.
• CFO transition flagged: Rodrigo Périco to depart; Augusto Ribeiro named incoming CFO and investor relations head.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TUPY SA published the original content used to generate this news brief on August 07, 2026, and is solely responsible for the information contained therein.