1. Brazil Stocks

  2. •

    Producer manufacturing

  3. •

    Trucks/Construction/Farm machinery
Marcopolo SA

Marcopolo SA

4.41
BRL
-0.18
(-3.92%)
6.95BMarket Cap
Nov 03Next Earn
Marcopolo SA
B3:POMO3F
(B3)

Recent

price

4.41

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
BRL
2.52
2.86
2.85
3.11
2.89
2.33
2.17
2.37
3.45
3.51
2.89
2.82
4.36
5.38
5.78
7.31
- -
Revenue per Share
0.25
0.29
0.25
0.24
0.19
0.07
0.19
0.06
0.15
0.16
0.08
0.3
0.36
0.66
0.81
0.99
- -
Basic EPS, GAAP
0.15
0.26
-0.1
0.03
-0.06
0.28
0.08
0.2
0.05
0.36
0.03
0.07
-0.04
0.73
0.61
0.9
- -
Free Cash Flow per Basic Share
0.06
0.13
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
0.81
0.98
1.1
1.28
1.4
1.55
1.51
1.56
1.73
1.86
2.06
2.34
2.55
2.85
3.25
3.09
3.42
Book Value per Share
0.75
0.92
0.92
1.05
1.17
1.28
1.31
1.38
1.54
1.63
1.78
2.06
2.28
2.66
3
2.85
3.18
Tangible Book Value per Share
1,178
1,178
1,180
1,178
1,175
1,176
1,184
1,215
1,216
1,246
1,240
1,241
1,241
1,243
1,486
1,240
1,215
Basic Weighted Avg Shares
2,964
3,369
3,370
3,659
3,400
2,739
2,574
2,876
4,197
4,367
3,590
3,499
5,416
6,683
8,594
9,058
- -
Sales/Revenue/Turnover
12.03
12.47
10.3
10.11
6.76
4.86
-0.99
-0.44
4.91
5.43
6.26
4.22
5.39
12.56
16.06
15.91
- -
Operating Margin (%)
34
36
37
40
41
46
50
45
61
86
96
105
120
146
168
156
- -
Depreciation Expense
296
343
300
289
222
87
219
72
187
201
104
367
449
816
1,200
1,223
- -
Net Income, GAAP
33.08
30.63
24.58
25.15
18.92
30.25
39.89
11.68
8.77
13.53
- -
6.41
- -
6.32
16.88
21.18
- -
Effective Tax Rate (%)
9.98
10.19
8.9
7.89
6.53
3.17
8.52
2.51
4.45
4.61
2.89
10.48
8.29
12.21
13.96
13.51
- -
Profit Margin (%)
1,042
947
713
1,470
1,638
1,397
1,395
1,204
1,233
1,323
1,453
1,341
1,857
2,423
2,581
2,803
2,860
Working Capital
1,094
847
528
1,469
1,691
1,510
1,374
1,110
1,100
1,179
1,356
1,474
1,677
1,750
2,142
2,543
2,348
LT Debt
963
1,171
1,312
1,534
1,671
1,862
1,869
1,929
2,135
2,358
2,608
2,956
3,205
3,588
4,082
3,896
4,299
Total Equity
10.8
11.81
10.9
9.98
6.03
2.86
4.29
1.63
6.96
5.32
- -
4.25
- -
12.73
17.72
13.8
- -
Return on Invested Capital (%)
17.77
15.21
12.78
11.02
7.5
3.43
6.46
3.75
6.58
6.16
- -
9.06
- -
16.13
19.91
18.08
- -
Return on Capital (%)
35.21
32.4
24.37
20.51
14.04
5
11.97
3.86
9.33
9.12
4.27
13.44
14.8
24.33
31.7
31.13
- -
Return on Common Equity (%)

Capital Structure

BRL

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
1,219
1,070
1,118
LT Borrowings
2,500
2,337
2,311
LT Finance Leases
44
42
37
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
1,241
1,241
1,241
Market Capitalization
7,096
7,212
6,952

Working Capital

BRL

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
5,949
5,633
5,892
Cash, Cash Equivalents & STI
2,222
1,828
1,587
Accounts Receivable, Net
1,527
1,474
1,938
Inventories
1,771
1,934
1,946
Total Current Liabilities
3,147
2,866
3,032
Payables & Accruals
- -
- -
- -
ST Debt
1,219
1,070
1,118
Deferred Revenue
- -
- -
- -

Growth Rates

BRL

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
7.82%
8.58%
-4.58%
Free Cash Flow
-136.53%
-375.38%
24.27%
Net Income, GAAP
60.96%
81.24%
1.94%
Sales/Revenue/Turnover
14.75%
21.93%
5.4%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1,656
1,957
2,315
2,666
8,594
2025
1,677
2,305
- -
2,570
9,058
2026
1,655
2,373
- -
- -
- -

Quarterly Earnings Per Share

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.3
0.21
0.28
0.25
0.81
2025
0.19
0.26
- -
0.27
0.99
2026
0.24
0.22
- -
- -
- -

Quarterly Dividends Per Share

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
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Business
Marcopolo S.A. manufactures bus bodies, coaches, minibuses, and rail vehicles for public and intercity passenger transport. Founded in 1949 and headquartered in Caxias do Sul, Brazil, the company produces a broad portfolio including urban buses such as Viale BRT models; intercity and touring coaches under brands like Paradiso G7/G8, Torino, Senior, and Ideale; minibuses via Volare (Access, Attack, Fly) and Neobus (Thunder, Thunder Midi) for school, executive, and urban applications; electric, hybrid, and fully equipped minibuses; rail-based solutions through Marcopolo Rail encompassing multiple units, passenger cars, people movers, trams, and EMUs; motorhomes; and spare parts sold via its online platform. It operates production facilities in Brazil, Argentina, China, Mexico, Colombia, Australia, Portugal, and South Africa, with products serving over 120 countries and supported by financing through Banco Moneo. Recent developments include strategic investments totaling around BRL 350 million in product innovation, plant adaptability, and electric bus production capacity at the Sao Mateus facility; robust export growth in markets like Argentina and Mexico amid a strong 2025 order book; and emphasis on electromobility solutions with new electric and hydrogen bus launches, alongside a record gross margin of 26.7% in Q3 2025 driven by international performance.