Mills releases corporate presentation outlining transformation and growth strategy
Reuters2026/08/13 16:54- Mills outlined a multiproduct rental strategy built on fleet expansion, cross-selling, higher switching costs, longer-term contracts.
- Run-rate 2Q26 net revenue BRL 1.89 billion; adjusted EBITDA BRL 941 million; adjusted EBITDA margin 51%.
- ROIC in 2Q26 at 21.7%, supported by portfolio diversification beyond construction-linked forms and shoring.
- Leverage at 1.2x net debt to EBITDA; average debt cost CDI + 1.09%; average maturity 3.5 years; about 95% long-term.
- Long-term contracts represented 55% of net rental revenue in 2Q26, up 5 percentage points from 2Q25.
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