Weg S.A. (WEGZY)
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WEG S.A. (WEGZY) Q1 2026 Earnings Call Transcript
WEG S.A. (WEGZY) Q1 2026 Earnings Call Transcript
WEG: Exceptional Quality But Limited Upside At 30x Earnings
WEG S.A. (WEGZY) is a high-quality compounder in a capital-intensive sector, boasting ~19.5% EBIT margins and ROE above 32%. WEGZY's growth is driven by long-term global trends like electrification, automation, and energy efficiency, with a 5-year revenue CAGR of ~18.5%. Recent results show a 170 bps decline in ROIC and more modest earnings, highlighting the challenge of sustaining high growth at scale.
WEG S.A. (WEGZY) Q4 2025 Earnings Call Transcript
WEG S.A. (WEGZY) Q4 2025 Earnings Call Transcript
WEG: Valuation Caps Upside After The Reset, Fundamentals Hold Into 2026
Following the external shocks of 2025—tariffs and a temporary slowdown in energy—WEG enters 2026 having preserved the integrity of its operating model, with margins and returns. The ADR's rebound from mid-2025 lows has been driven more by a favorable macro backdrop for Brazilian equities and emerging markets than by a renewed acceleration in company-specific fundamentals. With valuation still demanding and limited near-term catalysts, the investment case for WEG has shifted from multiple expansion to value preservation, supporting a constructive neutral stance heading into 2026.
WEG S.A. (WEGZY) Analyst/Investor Day Transcript
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.
WEG Q2: Despite The Momentum, Valuation Is Attractive
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. (WEGZY) Q2 2025 Earnings Conference Call Transcript
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.
WEG: Investors May Be Underestimating The Management
WEG is down 16% in 2025, even with superior fundamentals and recovery of AI infrastructure competitors. This deserves a discussion about what happens. The company has a consistent track record of revenue and margin growth, even in recessions, with 56% of revenue coming from abroad. The recent margin drop was a one-off, and WEG's management maintains high credibility with a track record of sound strategic decisions.
WEG Q1: Even After A 10% Drop In Shares, I Remain Confident
I recommend buying WEG shares due to strong annual revenue growth and potential benefits from protectionist policies, despite recent quarterly declines. WEG's net revenue increased by 25.5% y/y, driven by strong performance abroad, but faced a quarterly drop due to seasonality and product mix. Costs and expenses rose, impacting margins, with COGS up 26% y/y and SG&A expenses up 32% y/y, leading to lower operating leverage.
WEG S.A. (WEGZY) Q1 2025 Earnings Call Transcript
WEG S.A. (OTCPK:WEGZY) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants André Luís Rodrigues - Administrative & Financial Superintendent André Menegueti Salgueiro - Finance & Investor Relations Officer Conference Call Participants Lucas Laghi - XP Rogerio Araujo - Bank of America João Frizo - Goldman Sachs Alberto Valerio - UBS Marcelo Motta - JPMorgan Jens Spiess - Morgan Stanley Andre Mazini - Citi Operator Good morning. Welcome to WEG's Earning Conference Call for the First Quarter 2025.
WEG S.A. (WEGZY) Q4 2024 Earnings Call Transcript
WEG S.A. (OTCPK:WEGZY) Q4 2024 Earnings Conference Call February 27, 2025 9:00 AM ET Company Participants Andre Luis Rodrigues - Chief Financial Officer Andre Menegueti Salgueiro - Finance Director and Investor Relations Officer Felipe Scopel Hoffmann - Investor Relations Manager Conference Call Participants Lucas Marquiori - BTG Pactual Rogerio Araujo - Bank of America Joao Frizo - Goldman Sachs Jens Spiess - Morgan Stanley Lucas Laghi - XP Investimentos Daniel Gasparete - Itau BBA Andre Mazini - Citi Victor Mizusaki - Bradesco BBI Marcelo Motta - JPMorgan Alberto Valerio - UBS Operator Good morning, and welcome to WEG's Fourth Quarter 2024 Earnings Conference Call. I would like to highlight that simultaneous translation is available on the platform and the interpretation at the bottom of your screen.
WEG: DeepSeek Has Opened An Opportunity To Buy The Best Brazilian Company (Rating Upgrade)
I am raising my recommendation for WEG to buy due to its impressive financial performance and recent share price drop creating a buying opportunity. WEG stands out among global competitors with the highest revenue growth, EBITDA margin, net margin, and ROE over the last 5 years. Valuation presents an opportunity with a potential upside of 29%, targeting a price of $11.55 per share based on PEG multiples.
