FRAS-LE
70 YEARS
4 Q 2 3 | 2 0 2 3 R E S U L T S
P R E S E N T A T IO N
IMPORTANT
INFORMATION
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Any statements that may be made during this videoconference, relating to the business prospects, projections and operating/financial goals of the Company, express beliefs and assumptions of Fras-le's Management, as well as information currently available to the Company. Forward-looking statements are not guarantees of performance and involve risks, uncertainties and assumptions, as they refer to future events and, therefore, depend on circumstances that may or may not occur.
Investors should understand that general economic conditions, industry conditions and other operating factors may affect the Company's future results, and may lead to results that differ materially from those expressed in such forward-looking statements.
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WELCOME
SÉRGIO L. CARVALHO | ANDERSON PONTALTI | HEMERSON DE SOUZA | DAVI COIN BACICHETTE | ||
PRESIDENT AND CEO FRASLE MOBILITY | COO | IR BUSINESS AND M&A DIRECTOR OF | INVESTOR RELATIONS AND CORPORATE | ||
AND CEO RANDONCORP | FRASLE MOBILITY | FRASLE MOBILITY | FINANCE COORDINATOR RANDONCORP | ||
GUEST | |||||
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- MESSAGE FROM THE CEO
SERGIO L. CARVALHO
• HIGHLIGHTS • FRASLE MOBILITY UNIVERSE
• GUIDANCE • RESULTS
ANDERSON PONTALTI
HIGHLIGHTS
Congratulations to Fras-le and all the protagonists who help writing this history.
MARKETS
The Brazilian replacement market remained heated with an increasing number of vehicles passing through workshops;
New political-economic guidelines in Argentina caused a strong devaluation of the local currency, financially impacting the fourth quarter.
OPERATIONS
Fras-le Panamericana ends the year consolidating its warehouse and with a portfolio of brake pads for light vehicles.
Operations in North America achieved growth in replacement sales and increase in its product portfolio.
Scheduled halt of our operations between 12/26/23 and 01/08/2024 to update our system from ERP SAP ECC to ERP SAP HANA.
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GUIDANCE
Drivers | 2023 Guidance | 2023 Performed | 2024 Guidance | ||
Consolidated Net Revenue | R$ 3.3 ≤ X ≤ R$ 3.7 | R$ 3.4 billion | R$ 3.7 | ≤ X ≤ R$ 4.0 | |
Foreign Market Revenues¹ | US$ 230 | ≤ X ≤ US$ 280 | US$ 246 million | US$ 250 | ≤ X ≤ US$ 290 |
EBITDA Margin | 18% | ≤ X ≤ 22% | 19.7% | 17% | ≤ X ≤ 21% |
Investments² | R$ 110 ≤ X ≤ R$ 140 | R$ 134 million | R$ 130 ≤ X ≤ R$ 170 |
- Value relative to all exports out of Brazil and those generated by our operations abroad, net of ² Value relative to organic investments.
Click hereor scan the QR Code on the right to access the Guidance Material Fact released yesterday.
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UNIVERSE
FRASLE MOBILITY
Investor Day
FRASLE MOBILITY UNIVERSE
The meeting took place in Joinville/SC where Fremax plant is located and was among the 9 best meetings of 2023 held at APIMEC Brasil.
Award
BRITISH AFTERMARKET FEDERATION
For the first time, Juratek was recognized in the "Automobile Supplier of the Year" category, receiving a rating as highly recommended.
Certification
GREAT PLACE TO WORK
Fras-le Panamericana was certified as one of the best companies to work for in Colombia. The unit was the first to win the title among Frasle Mobility companies abroad.
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DIGITAL PLATFORM | |
AUTO EXPERTS | 2022 |
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2023
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12 minin time
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Disclaimer
Fras-le SA published this content on 12 March 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 March 2024 12:55:03 UTC.