Vibra Energia SA

Vibra Energia is increasing sales of its higher‑margin premium diesel “Supera Plus” in Brazil’s mining sector after successful tests with Vale. At the Salobo mine fuel consumption fell by 5% (estimated annual savings of 9.27 million reais) and at the Onça‑Puma mine by 6%; the filter‑change interval also doubled. The product contains higher‑quality biodiesel, a cetane booster and corrosion and oxidation inhibitors; Vibra plans to expand distribution to agriculture, industry and logistics. » Mere på de.investing.com

Vibra reported Q2 2026 EPS of US$1.90, well above expectations, although revenue of 56.0 billion Real was slightly below estimates. Drivers included higher margins, lower operating costs, a sharply higher adjusted EBITDA and a decline in net debt to 16 billion Real. Sales volumes returned to growth and the company expanded market share in its service station network, but it remains exposed to geopolitical and regulatory volatility. Management plans further debt reduction, expansion of the brand network and a focus on cash generation with selective investments or acquisitions. » Mere på de.investing.com

Vibra reported recurring adjusted EBITDA of BRL 2.4 billion for the first quarter, an increase of 50% versus the prior quarter, driven by sharply higher fuel margins in the service station business (from BRL 194 to BRL 310/m³). The B2B segment also recorded higher margins, total sales volume rose 4% year‑on‑year and the retail business by 6%. Free cash flow amounted to BRL 1.7 billion, reducing the leverage ratio (net debt/EBITDA) from 2.4x at end‑2025 to 2.0x. » Mere på de.investing.com

Vibra Energia reported EPS of $0.44 for Q3 2025, missing the analyst estimate of $0.5104. Revenue beat forecasts at $48.56 billion, and adjusted EBITDA rose 7% to BRL 1.8 billion. Operating cash flow reached BRL 3.5 billion, the highest level in seven years; net debt fell by BRL 2.3 billion and the leverage ratio declined to 2.7x. After the results the stock rose 3%, and management announced a focus on debt reduction, volume growth and margin improvement for the remainder of the year. » Mere på de.investing.com