WEG S.A. (OTCPK:WEGZY) Analyst/Investor Day October 3, 2025 7:30 AM EDT Company Participants Carlos Jose Grillo - Executive Officer, Chief Officer & Director of Digital & Systems and Member of Executive Board Alberto Kuba - CEO & Member of Executive Board João Paulo da Silva - Director of WEG Energy & Member of Executive Board Harry Schmelzer Allan de Oliveira Vicente Paulo Sinoti Presentation Carlos Jose Grillo Executive Officer, Chief Officer & Director of Digital & Systems and Member of Executive Board Good morning, everyone. Once again, I will try to start this topic of the modernization of the Grid business.
EBITDA margin above 22% indicates cost control and resilience, even with macroeconomic pressures. High capex puts pressure on ROIC in the short term, but strengthens the company's competitive advantages in the medium and long term. 5-year DCF model with exit EBITDA multiple and conservative assumptions indicates a fair price of $8.33, a 28% upside.
WEG S.A. (OTCPK:WEGZY) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Company Participants André Rodrigues - CFO, Administrative & Financial Director and Member of Executive Board André Salgueiro - Finance Director & Investor Relations Officer & Member of Executive Board Conference Call Participants Rogério Araújo - BofA Securities, Research Division Lucas Laghi - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A., Research Division Lucas Marquiori - Banco BTG Pactual S.A.
| Machinery Industry | Industrials Sector | Alberto Yoshikazu Kuba CEO | OTC PINK Exchange | 94858P209 CUSIP |
| BR Country | 47,529 Employees | 31 Mar 2025 Last Dividend | 6 May 2021 Last Split | - IPO Date |
WEG S.A. is a prominent company recognized for its significant involvement in the production and sale of capital goods, catering to the needs of diverse industries both in Brazil and internationally. Since its establishment in 1961, with its headquarters in Jaragua do Sul, Brazil, WEG has been at the forefront of delivering innovative technological solutions. The company's extensive expertise spans across manufacturing a wide range of electric motors, generators, and various other electrical equipment, underpinning its reputation for excellence in the field of industrial automation and energy solutions.