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Rumo S.A. (RUMOF) Q1 2026 Earnings Call Transcript
2026-05-09 · via All Articles on Seeking Alpha

Rumo S.A. (RUMOF) Q1 2026 Earnings Call May 8, 2026 1:00 PM EDT

Company Participants

Felipe Saraiva
Pedro Palma - President & CEO
Guilherme Lelis Machado - Chief Financial & Investor Relations Officer

Conference Call Participants

Lucas Marquiori - Banco BTG Pactual S.A., Research Division
Andre Ferreira - Banco Bradesco BBI S.A., Research Division
Alberto Valerio - UBS Investment Bank, Research Division
Gabriel Rezende - Itaú Corretora de Valores S.A., Research Division
Guilherme Mendes - JPMorgan Chase & Co, Research Division
Rogério Araújo - BofA Securities, Research Division
Pedro Bruno - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A., Research Division
Filipe Ferreira Nielsen - Citigroup Inc., Research Division

Presentation

Operator

Good afternoon. Thank you for waiting, and welcome to Rumo's First Quarter 2026 Earnings Conference Call. [Operator Instructions] This presentation is being recorded and simultaneously translation is available by clicking on the interpretation button. [Operator Instructions]

Before proceeding, we would like to reiterate that forward-looking statements are based on Rumo's Executive Board's beliefs and assumptions and information currently available to the company. These statements involve risks and uncertainties as they relate to future events and depend on circumstances that may or may not materialize. We recommend that you refer to the disclaimer on the second page of the presentation.

I will now turn the conference over to Mr. Felipe Saraiva, Rumo's Head of Investor Relations. Mr. Saraiva, you may begin the presentation.

Felipe Saraiva

Good afternoon, everyone, and thank you for joining Rumo's earnings conference call for the first quarter of 2026. Let me start with the highlights on Page 3 of the presentation. We have begun the year with a quarter of solid execution in line with our operating plan. We transported BRL 20.2 billion in the first Q, the all-time high figure for the first quarter and a 25% increase compared to the first quarter last year.