Companhia Siderúrgica Nacional ( SID ) Q3 2025 Earnings Call November 5, 2025 9:30 AM EST Company Participants Antonio Marco Rabello - CFO, Executive Director of Finance & Investor Relations and Member of Executive Board Helena Guerra Benjamin Steinbruch - President of Executive Board, CEO & Director Luis Martinez - Executive Director of Commercial, Logistics, Steel, Cement & Spl Sales and Member of Exe. Board Conference Call Participants Gabriel Coelho Barra - Citigroup Inc., Research Division Rafael Barcellos - Banco Bradesco BBI S.A.
Companhia Siderúrgica Nacional (NYSE:SID ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Antonio Marco Campos Rabello - CFO, Executive Director of Finance & Investor Relations and Member of Executive Board Benjamin Steinbruch - President of Executive Board, CEO & Director Helena Guerra - Corporate Participant Luis Fernando Barbosa Martinez - Executive Director of Commercial, Logistics, Steel, Cement & Spl Sales and Member of Exe. Board Conference Call Participants Caio Burger Ribeiro - BofA Securities, Research Division Daniel Sasson - Itaú Corretora de Valores S.A.
CSN trades at a deep discount to global peers, reflecting high leverage and country risk. 1Q25 results hint at the start of a gradual deleveraging cycle. The iron ore price cycle remains under pressure, but stable steel prices and favorable FX help support margins.
| Metals & Mining Industry | Materials Sector | Benjamin Steinbruch CEO | XSTU Exchange | US20440W1053 ISIN |
| BR Country | 24,924 Employees | 29 Nov 2024 Last Dividend | 7 Apr 2010 Last Split | 14 Nov 1997 IPO Date |
Companhia Siderúrgica Nacional (CSN) stands as a premier integrated steel manufacturer within Brazil and wider Latin America, showcasing a diverse operation across five critical sectors: Steel, Mining, Logistics, Energy, and Cement. Founded in 1941 with its headquarters nestled in São Paulo, Brazil, CSN has grown to embody a pivotal role in the steel production industry, underpinned by a rich history and a forward-looking approach to meeting the demands of various industries. The company distinguishes itself not only through its extensive product offerings but also by its strategic involvement in resource extraction and infrastructure, including the exploration of iron ore, limestone, and dolomite reserves, alongside the operation of essential railway and port facilities. Additionally, CSN ventures into the production and sale of cement and the generation of electric power, leveraging both thermoelectric co-generation and hydroelectric plants, thereby reinforcing its stature as a multi-faceted industrial conglomerate.
CSN’s vast array of products and services cater to a broad spectrum of industrial requirements, emphasizing innovation, quality, and sustainability: