Sequoia Logística e Transportes S A : 3Q22 Results presentation
October 19, 2022 at 06:53 am IST
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Earnings Presentation
3Q22
ri.sequoialog.com.br
Disclaimer
The statements in this document related to business prospects, forecasts on operating and financial results and those related to Sequoia's growth outlook are merely forecasts and, as such, are based solely on the Executive Board's estimates on the future of the business. These estimates substantially depend on market conditions, the Brazilian economy, the segment and international markets and, therefore, are subject to changes without prior notice. All variations presented here are calculated based on balances in thousands of reais, as well as rounding. This performance report includes accounting and non-accounting data such as operating, pro forma financial and projections based on the Company's management expectations. Non-accounting data were not subject to review by the Company's independent auditors.
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1 3Q22 Highlights
Armando Marchesan Neto
Founder & CEO
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3Q22 Financial and Operating Highlights
Number of ORDERS totaled 20.8 MILLIONS, INCREASING 65.1%
Highlight for the B2C GROWTH which reached R$ 343.6 MILLION, ORGANIC INCREASE of 30.7%
Result supported by the STRONG PERFORMANCE of the category of light goods (up to 3Kg) and LOWER GROWTH of HEAVY GOODS ITEMS with HIGHER ADDED VALUE
TRANSPORTED GMV of R$ 10.5 BILLION, DECREASING 17.9% due to LOWER DEMAND for HIGHER ADDED
VALUE PRODUCTS
EBITDA amounted for R$ 67.4 MILLION, GROWING 19.8%. EBITDA MARGIN reached 14.9% in line with previous year
LEVERAGE RATIO REDUCES AND REACHES 1.7X in 3Q22, A HEALTHY LEVEL, and reflects the ASSET LIGHT STRATEGY BENEFIT, with a 44.3% ROIC
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Integrated PHYGITAL² services ecosystem to support market penetration
Portfolio with highly scalable one-stop- shop solutions for +4,000 customers of all sizes and
segments66%¹
B2C
Light
Goods
B2C
Heavy Goods
Same Day
Delivery
Reverse
Logistics
Multi-
Origin
Pick-up
Fulfillment e
Cross-
Docking
In-House
Storage
Express
Less-Than-
Truckload
(LTL)
Field
Services
Reverse
Logistics
Full-Truck-
Load (FTL)
Refurbishing
VAS I Value-
Added
Services
PHISICAL
SERVICES
26%¹
8%¹
DIGITAL
SERVICES
Note: (1) 3Q22 LTM Gross Revenue
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(2) Phygital = Physical + Digital
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Sequoia Logistica e Transportes SA published this content on 18 October 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 October 2022 01:21:57 UTC.
Sequoia Logistica e Transportes Ltda is a Brazil-based company active in the logistic industry. The Company operates in the logistics services for the clients, based on the integrated logistics and inventory and distribution management segment. The Companyâs segment are Educational, E-commerce, Fashion and retail.