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Unprecedented Financial Crisis Pressures Government to Intervene in the Post Office with an Urgent Billion-Dollar Loan Plan to Avoid Collapse.
The crisis in the Post Office has deepened with the disclosure, at the beginning of this month, of a loss of R$ 4.3 billion in the first half of 2025.
The negative result more than tripled compared to the same period last year, when the state-owned company had reported losses of R$ 1.3 billion.
The figures were presented by ECT (Empresa Brasileira de Correios e Telégrafos) and raised a definitive alert about the company’s financial health.
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The company with 2 employees, founded with $20,000 in 2024, now generates nearly $2 billion in sales with the help of AI.
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With the end of the 6×1 scale, less audience, the rise of online shopping, the impact of remote work, and a decline in cinema, Brazilian shopping malls remain giants on the outside but are in crisis on the inside.
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Cuba and the United States sat down face to face to discuss the embargo that leaves the island without fuel, and the Cuban government demanded the immediate end of a sanction that it classifies as global blackmail against free trade.
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Labor shortage reaches Brazil and companies respond with free courses, 1,200 open positions, 4,034 active training programs, training from scratch, certifications like CPA-20, and even 100% employability in exclusive programs.
The net revenue from sales and services fell from R$ 9.283 billion in the first half of 2024 to R$ 8.185 billion in the same period of 2025, while general and administrative expenses skyrocketed from R$ 1.959 billion to R$ 3.414 billion.
The financial report also highlights a significant retraction in the international segment, caused by regulatory changes that reduced the volume of mailings and increased competition, causing revenue declines.
The company acknowledges that it faces “financial restrictions resulting from external conjunctural factors that directly impacted revenue generation.”
Despite this, critics of the current management argue that the leadership has been slow to adopt structural adjustments to contain financial bleeding and avoid operational collapse.
To try to reverse the scenario, the Post Office recently announced a plan to sell properties and the opening of a voluntary layoff program, in addition to launching a marketplace in partnership with Infracommerce.
However, these initiatives are seen as insufficient to restore the company to profitability given the speed at which losses are growing.
Pressure on Management and Emergency Plan
President Luiz Inácio Lula da Silva (PT) chose Emmanoel Schmidt Rondon, a career employee of Banco do Brasil, to lead the Post Office.
Precatório Soaring and Risk of Blockages
The change of leadership in the state-owned company, formalized after months of uncertainty, accelerated the preparation of an emergency plan to prevent financial collapse.
The strategy includes renegotiating a R$ 1.8 billion loan taken out with private banks and injecting resources from the National Treasury.
According to Folha de S. Paulo, the stock of precatórios skyrocketed from R$ 940 million in April to R$ 2.1 billion in June, creating a risk of triggering restrictive clauses (covenants).
If the covenants are triggered, banks may withhold receivables and accelerate debt collection, leaving the state-owned company without liquidity to pay basic expenses and forcing its direct dependence on the Union’s budget.
Treasury and Banks Seek a Way Out
Members of the Ministry of Finance argue that announcing a federal injection is essential to calm creditors and avoid early execution of the contract.
Within the economic team, there is an increasing understanding that the government cannot delay a decision.
If contracts are executed, the Post Office would become continuously dependent on the Treasury, which would increase mandatory spending and reduce room for public policies.
New Leadership, Old Problems
Lula confirmed the choice of Emmanoel Schmidt Rondon, a career employee of Banco do Brasil, to lead the state-owned company. According to Secom, he is an experienced technician and will have the immediate mission of presenting a restructuring plan.
Until then, the company was being run on an interim basis by Fabiano Silva, who resigned in July. In a statement, the Post Office said it is implementing measures to restore financial balance, such as creating an Executive Contingency Committee, increasing revenue through service diversification, and productivity gains.
The recently launched marketplace is highlighted as the main feature, while other initiatives remain confidential.
Alternatives Under Review
In addition to direct funding, the government is evaluating parallel measures to give the state-owned company some breathing room. Caixa Econômica Federal is studying the purchase of properties from the Post Office and possible synergies in financial services.
Behind the scenes, the prevailing assessment is that the Union will have to intervene financially to ensure the survival of the state-owned company and prevent the crisis from becoming a broader fiscal problem.
**** do PT só roubam pra eles nenhum dinheiro é o suficiente.
Se fosse no governo anterior teriam que se explicar em 48h a muito tempo. A mídia como sempre calada em relação a mais esse saque e no final nos que teremos que pagar com fundos do tesouro nacional.
O único socorro que vai salvar os correios, é quando se livrar deste governo.
Não se trata de aporte apenas e sim de um empreendedor com a visão correta. O setor é gigante mas falta a estratégia de conectar os empreendedores, ofertar serviços digitais, APIs eficientes e por aí vai…