UGP
Ultrapar Participações S.A.3.7300
-0.2700-6.75%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A clarifies Ipiranga's one-off share dip
Q&A pinned Ipiranga's January market share slip on one-off high inventories from the open import window, now firmly closed amid Gulf tensions—favoring integrated players like them with strong domestic supply. Management explained lower Ipiranga CapEx as cyclical, with major tech platform upgrades slated for 2026-27 and flexibility for station branding. They spelled out M&A criteria: growth industry, synergies, bargain pricing, as in Hidrovias. Divestiture rumors? Firm denial. No sale talk. Q&A mostly reaffirmed scripted outlooks on volumes and margins. Watch regulatory enforcement for sustained Ipiranga edge.
Key Stats
Market Cap
3.99BP/E (TTM)
7.46Basic EPS (TTM)
0.50Dividend Yield
0.44%IPO
Website
Employees
Sector
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