Três Tentos Agroindustrial S/A (TTEN3) Earnings Call Transcripts

Três Tentos Agroindustrial S/A's Latest Earnings Call - Q1 FY2026

In Q1 2026, Três Tentos Agroindustrial S/A (TTEN3:BR) reported a significant revenue increase of over 20%, marking the 29th consecutive quarter of growth. Adjusted EBITDA reached BRL 394 million, doubling from the previous year, with an EBITDA margin of 9.4%. Management maintained a positive outlook, highlighting strong performance across all segments, particularly in ag inputs and grains, and indicated readiness to ramp up operations at their new ethanol plant in Porto Alegre do Norte, expected to commence shortly.

Reported metrics

Guidance from management

Management maintained a positive outlook for the remainder of 2026, emphasizing readiness to ramp up operations at the new ethanol plant and continued expansion in key markets. They expect to achieve strong profitability driven by operational efficiencies and market conditions.

What management said

Brustolin, Henrique, great question. We will comment on it. And I'd like to ask Joao Dumoncel to please touch upon -- and then Christiana might jump in, if he feels the need. Can we do that? Okay.

Ricardo, thank you for your questions. Logistics, states work increasingly with more value-added products, logistics will have a different impact it's not merely grain transportation across long distances. But I'd like Eduardo to jump in to help you with your question. As for Miritituba, I think Cristiano can also help -- he's been participating in the Board meetings relative to that topic, so he will be able to giv...

What analysts pressed on

Analysts expressed concerns about logistics expenses impacting margins and the potential for increased default levels as growers manage their businesses amid fluctuating market conditions. There were inquiries about the sustainability of current margins and the impact of new store openings on overall profitability.

Main topics on the call

• Revenue Growth — Três Tentos achieved a revenue increase of over 20% in Q1 2026, driven by growth across all segments, particularly ag inputs and grains. Management emphasized, "This has been a quarter which was quite special that shows ...
• EBITDA Performance — The company reported an adjusted EBITDA of BRL 394 million, which is double the amount from the previous year, leading to an EBITDA margin of 9.4%. This reflects significant operational efficiency improvements, as stated...
• New Ethanol Plant Operations — Management confirmed that the new corn ethanol plant in Porto Alegre do Norte is ready to begin operations, with expectations to start within 30 days. CEO Joao Dumoncel noted, "We are 100% to receive the new corn harvest...
• Expansion Plans — Três Tentos is actively expanding its footprint, having opened two new stores in Q1 2026 and planning further openings across key agricultural states. Dumoncel remarked, "We are moving ahead as we had planned... and are ...

Read the full Três Tentos Agroindustrial 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 8 Três Tentos Agroindustrial S/A earnings call transcripts on record, spanning February 21, 2024 to May 15, 2026. Based on this history, Três Tentos Agroindustrial S/A reports semi-annually. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TTEN3

Exchange

BOVESPA

Country

BR

Sector

Consumer Staples

Industry

Food Products

Calls on record

8

First call

February 21, 2024

Most recent

May 15, 2026

Reporting cadence

semi-annually