Armac Locacao Logistica e Servicos SA
BOVESPA:ARML3
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Armac Locacao Logistica e Servicos SA
BOVESPA:ARML3
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Armac Locacao Logistica e Servicos SA
Armac Locacao Logistica e Servicos SA engages in the rent of heavy equipment. The company is headquartered in Barueri, Sao Paulo and currently employs 3,400 full-time employees. The company went IPO on 2021-07-28. The firm offers yellow line equipment, which includes wheel loaders, hydraulic excavators, backhoe loaders, crawler tractors, mini loaders, motor graders, road rollers, agricultural tractors, lifting platforms, forklifts and trucks, among others. The firm serves a customer base distributed across 23 Brazilian states and the Federal District, in the agricultural logistics, agro-industrial, fertilizer, mining, pulp and paper, food & beverage, transportation and infrastructure sectors. The firm's business model consists of converting the ownership of the equipment into a service provided to the customer, in contracts that include availability for 24-hour maintenance on the asset and flexibility to return or replace the equipment when the customer's project is completed.
Armac Locacao Logistica e Servicos SA engages in the rent of heavy equipment. The company is headquartered in Barueri, Sao Paulo and currently employs 3,400 full-time employees. The company went IPO on 2021-07-28. The firm offers yellow line equipment, which includes wheel loaders, hydraulic excavators, backhoe loaders, crawler tractors, mini loaders, motor graders, road rollers, agricultural tractors, lifting platforms, forklifts and trucks, among others. The firm serves a customer base distributed across 23 Brazilian states and the Federal District, in the agricultural logistics, agro-industrial, fertilizer, mining, pulp and paper, food & beverage, transportation and infrastructure sectors. The firm's business model consists of converting the ownership of the equipment into a service provided to the customer, in contracts that include availability for 24-hour maintenance on the asset and flexibility to return or replace the equipment when the customer's project is completed.
Revenue: Armac ended 2025 with more than BRL 2 billion in revenue, up 5% year over year, even though rental revenue fell 5% in the fourth quarter as the company exited contracts that were not earning enough.
Margins: Rental EBITDA margin reached 49.5% in the quarter, almost back to the company’s target of about 50%, which management said was the result of a deliberate push for better quality and profitability.
Cash Generation: The company generated BRL 393 million of free cash flow for equity in 2025 and more than BRL 950 million of operating management cash flow, which management highlighted as a key part of its turnaround.
Balance Sheet: Net debt ended 2025 at BRL 1.4 billion, with leverage at 2.36x net debt to EBITDA and cash of BRL 1.1 billion covering amortization through the fourth quarter of 2029.
2026 Outlook: Management said 2026 should bring continued growth, strong cash generation, more store openings, more M&A, and a leverage target moving closer to 2.0x.
Used Assets: Sales of pre-owned assets more than doubled in the quarter, and management said the used-equipment network is becoming a strategic tool for recycling capital and supporting fleet renewal.
