Kepler Weber SA
BOVESPA:KEPL3
Kepler Weber SA
Kepler Weber SA engages in the manufacture and sale of equipment for the post-harvest stage of the grain production chain. The company is headquartered in Sao Paulo, Sao Paulo. Through its subsidiaries, the Company is involved in the development, manufacture and distribution of equipment for grain storage and conservation. The Company’s portfolio includes metal silos, flat bottom or hopper bottom, dryers, grain cleaning and pre-cleaning machines and grain conveyors, among others. The firm also develops and produces systems and equipment for port terminals and malt storages. Additionally, Kepler Weber provides spare parts and repair and maintenance services for its products. As of December 31, 2011, the Company’s subsidiaries were Kepler Weber Industrial SA and Kepler Weber Pecas e Servicos Ltda.
Kepler Weber SA engages in the manufacture and sale of equipment for the post-harvest stage of the grain production chain. The company is headquartered in Sao Paulo, Sao Paulo. Through its subsidiaries, the Company is involved in the development, manufacture and distribution of equipment for grain storage and conservation. The Company’s portfolio includes metal silos, flat bottom or hopper bottom, dryers, grain cleaning and pre-cleaning machines and grain conveyors, among others. The firm also develops and produces systems and equipment for port terminals and malt storages. Additionally, Kepler Weber provides spare parts and repair and maintenance services for its products. As of December 31, 2011, the Company’s subsidiaries were Kepler Weber Industrial SA and Kepler Weber Pecas e Servicos Ltda.
Revenue: Net revenues reached BRL 423 million, marking the third-best Q3 in company history despite a tough macro environment.
Profitability: EBITDA was BRL 73.6 million (17.4% margin) and net income was BRL 51.6 million, with a 12.2% net margin and expectations of further improvement in Q4.
Cost Discipline: SG&A expenses remain controlled despite targeted investments, and operational efficiency initiatives led to significant cost reductions.
Order Portfolio: The company expects to end the year with a higher order portfolio than 2024, signaling a stronger entry into 2026.
International Business: Growth continues, particularly in Argentina, with 100% of international sales now using embedded technology (Procer platform).
Dividend Policy: BRL 95 million paid in dividends YTD, with a payout ratio of 75%–80% and a 12-month dividend yield of about 9%.
CapEx & Investment: CapEx rose to BRL 14.3 million in Q3, with a focus on modernization, technology, and AI.
Efficiency Gains: Internal productivity improvements included a 24% reduction in freight costs and a 7% increase in plant logistics productivity.
