João Bento
Chief Executive Officer
Replay available
Ctt Correios Portgl Sa (CTTOF) Q2 2025 Earnings Call
Ctt Correios Portgl Sa (OTC: CTTOF) Q2 2025 earnings conference call, held 2025-07-29. Replay captured from the company's public earnings webcast.
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João Sousa
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John Safada
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Anthony Slavish
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Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Ctt - Correios De Portugal Sa.
Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.041 Good morning, everyone. Welcome to our first SESA results 00:00:05.041 -- 00:00:06.544 presentation. 00:00:06.544 -- 00:00:08.889 I'd like to invite you 00:00:08.889 -- 00:00:15.202 to follow us starting in slide number four, where you can see 00:00:15.202 -- 00:00:19.226 accelerating organic growth 00:00:19.226 -- 00:00:22.230 with revenues growing 11%, recurring 00:00:22.230 -- 00:00:27.355 EBIT growing 28% if we account for a 00:00:27.355 -- 00:00:33.482 similar perimeter. But given that we are now accounting two months of CASEZA, 00:00:33.482 -- 00:00:36.282 revenue grew 18.3% 00:00:36.425 -- 00:00:41.850 and EBIT grew an impressive almost, sorry, 47% year 00:00:41.850 -- 00:00:43.372 on 00:00:43.372 -- 00:00:48.990 year. And talking about the contribution of CASEZA, 00:00:48.990 -- 00:00:52.158 I would invite you to move to slide number five. 00:00:52.158 -- 00:00:55.602 where we have an outlook of CASEZA. 00:00:55.602 -- 00:00:59.046 On the left-hand side, nothing new, just to highlight 00:00:59.046 -- 00:01:04.132 that CASEZA has been growing significantly in the last two years, and it will 00:01:04.132 -- 00:01:10.877 keep growing this year based mostly on its customs clearance activity. 00:01:10.879 -- 00:01:15.484 But looking at the right-hand side of the slide, I'd like to refer to what I would call, 00:01:15.484 -- 00:01:18.668 I would say extremely successful integration. 00:01:18.668 -- 00:01:20.612 going 00:01:20.612 -- 00:01:25.724 along a number of tasks that we are following in a very structured 00:01:25.724 -- 00:01:30.816 way. We have unified sales strategy to leverage cross-selling 00:01:30.816 -- 00:01:32.219 between 00:01:32.219 -- 00:01:38.752 CASEZA and TD Express, given that this is an activity that we wer...