2 weeks Ago By GuruFocus.com
In This Article: Release Date: February 10, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Negative Points Q & A Highlights Q : Can you provide an update on your expectations for crushing in the mid-south and the impact of recent fires? Also, what are your plans for CapEx given the current interest rate environment? A : We expect two more months of rain, making it difficult to provide a precise analysis. Market reports suggest around 600,000 tons for the Center South.
Our sugar crop is ready for the next year, and we are optimistic. The fires have added approximately BRL100 million in costs, and we estimate a total impact of BRL350 million on cash generation. For CapEx, we plan around BRL2 billion for maintenance next year, with major projects already underway.
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