Randon SA Implementos e Participacoes
BOVESPA:RAPT4
Randon SA Implementos e Participacoes
Randon SA Implementos e Participaçoes engages in providing solutions for freight and cargo transport. The company is headquartered in Caxias Do Sul, Rio Grande Do Sul. The company went IPO on 2004-05-03. The firm's activities are divided into three business segments: Railway wagons and vehicles, which focuses on the production and distribution of various wagon types, such as hopper, gondola, platform, tank, sider and telescopic, as well as off-road trucks, truck bodies, trailers and semi-trailers; Automotive parts, which is responsible for the manufacture and marketing of automobile components for suspension, brake and transmission system, among others, and Services, which provides services related to the administration of consortium groups for the purchase of durable goods, as well as financing services for the Company's customers. The company operates a distribution network in Latin America and Africa. The firm is a subsidiary of Dramd Partiicipacoes e Administracao Ltda.
Randon SA Implementos e Participaçoes engages in providing solutions for freight and cargo transport. The company is headquartered in Caxias Do Sul, Rio Grande Do Sul. The company went IPO on 2004-05-03. The firm's activities are divided into three business segments: Railway wagons and vehicles, which focuses on the production and distribution of various wagon types, such as hopper, gondola, platform, tank, sider and telescopic, as well as off-road trucks, truck bodies, trailers and semi-trailers; Automotive parts, which is responsible for the manufacture and marketing of automobile components for suspension, brake and transmission system, among others, and Services, which provides services related to the administration of consortium groups for the purchase of durable goods, as well as financing services for the Company's customers. The company operates a distribution network in Latin America and Africa. The firm is a subsidiary of Dramd Partiicipacoes e Administracao Ltda.
Challenging Quarter: Randoncorp reported a weaker Q2 2025, impacted by a sharp decline in demand, especially in the OEM and agribusiness segments.
Restructuring Actions: The company implemented significant restructuring and cost-cutting measures to adapt to the tough environment, with most unusual costs expected to be one-offs.
Revenue Mix Shift: Revenue is increasingly coming from more resilient sectors such as aftermarket and foreign markets, cushioning the impact from OEM weakness.
Foreign Market Strength: Export sales, particularly to Latin America and the US, showed improvement and now account for about 34% of revenue.
Guidance Revised: Management revised guidance to reflect current market conditions, maintaining an EBITDA margin target of 12% to 14% for 2025.
Leverage & Capital Moves: Leverage increased due to lower EBITDA and working capital needs, but recent capital raises and ongoing cost discipline are expected to reduce leverage below 3x by year-end.
Leadership Transition: Sergio Carvalho steps down as CEO, moving to a senior adviser role after eight years at the helm.
