Ctt Correios Portgl Sa (CTTOF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to CTT's first of 2026 results conference call. This event is hosted by Mr. Guy Pacheco, CEO of CTT, Mrs. Joana Freitas, CFO of CTT, and by Mr. João Sousa, CCO of CTT. Please note that this conference is being recorded. For the duration of the call, your microphones will be disabled. We will have a Q&A session at the end of the presentation and analysts will have the opportunity to ask questions. To do so, simply click on the button to raise your hands and we will give you access to the microphone. If you are dialing from a phone line, press star 9 to raise your hands and star 6 to unmute yourself. I'll now turn the call over to Mr. Gui Pacheco, our CEO. Good morning to you all and welcome to our first half 2026 conference call. I would invite you to start in page 4, where we see our core business, CEP and mail services continuing to perform strongly, with temporary headwinds on Caceda as players anticipate the new regulatory context of the minimis. We had a very healthy organic growth of 6.3%, with strong contribution from our SEP business, also a strong contribution from our mail-in services, that is these guys by the effect of elections, that accounted for 8.6 million last year, so if we account we also had a strong contribution from mail, and bank contributing 7.4% to the growth. Our EVs declined 8.4, despite a good contribution from our SEP business and a very strong contribution of Melon Services, with Cassez giving this anticipation of the regular time context, waiting on the evolution. André Almeida Almeida Almeida So organically growing almost 21% and overall growing 24% in volume, so very strong growth. And with the very good news of diversification, we see on the right side of the slide a strong diversification from cross-border non-EU Ti...