The Turnaround of Marcopolo: How the Company Transforms Brazil's Old Bus Fleet Into an Asset to Target the Global Electric Market

The Turnaround of Marcopolo: How the Company Transforms Brazil’s Old Bus Fleet Into an Asset to Target the Global Electric Market

Written by Carla Teles

Published on 03/09/2025 at 21:07

Analistas elevam projeções para a Marcopolo (POMO4). Veja por que a renovação da frota, a expansão global e os novos ônibus elétricos colocam a empresa em rota de crescimento.

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Company’s Investor Day Projects Growth Until 2026, With Analysts Optimistic About Stocks and Expansion Into New Technology Buses.

Marcopolo (POMO4) instilled confidence in the market during its Investor Day in Caxias do Sul (RS). With rising margins and a robust order backlog, the company relies on the aging national fleet and international expansion to grow. Analysts find the stocks attractive, even with high interest rates.

Market Confidence: What Did Marcopolo’s Investor Day Reveal?

The Marcopolo event for investors sent a clear message: the outlook is positive. The company emphasized the strength of its order backlog and high profit margins. One of the main drivers for the future is the need for renewal of the bus fleet in Brazil. Analysts attending the meeting see significant potential for appreciation in the company’s shares until 2026.

Analysts’ Perspective: Why Is the POMO4 Stock Seen as Attractive?

Several financial institutions have reinforced their positive recommendations for Marcopolo. Bradesco BBI raised the price target to R$ 12, projecting an 8.9% revenue growth by 2025. XP Investimentos maintained its buy recommendation, with a price target of R$ 11.50. The brokerage projects an Ebitda margin of 18.4% for 2026 and a dividend return close to 8%. Itaú BBA also recommended buying, with a target of R$ 13, highlighting that there are no signs of worsening demand.

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Global Expansion and New Technologies as Pillars of Growth

The growth of Marcopolo is not limited to Brazil. The company sees opportunities for expansion in the United States and Europe. In the European market, the exit of competitors opens up space for new partnerships. In addition, the company is betting on new technologies. The adoption of electric buses and those powered by biofuels is seen as an additional opportunity. The factories are already being prepared to produce vehicles with multiple sources of propulsion.

Domestic Market: Fleet Renewal and the Caminho da Escola Program

In Brazil, the outlook is also favorable. JPMorgan reiterated its buy recommendation for Marcopolo. The bank forecasts domestic sales between 23 and 24 thousand units in 2025, the highest level in ten years. An important factor is the new auction for the Caminho da Escola program, expected by the end of this year. In 2025, the company’s deliveries increased 3% in Brazil and 17% abroad.

Efficiency and Profitability: A Leaner and More Automated Structure

The efforts of Marcopolo to gain efficiency are yielding results. Analysts from Itaú BBA claim that the company has a leaner and more automated structure. This modernization is directly reflected in the numbers. The return on invested capital (Roic) reached 26% in the second quarter of 2025. Management emphasized that the quest for efficiency has led to greater profitability, with projections of Ebitda margins around 18% for the coming years.

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Adriano Pedro

#170091

07/09/2025 12:47

No rodoviário sim uma grande inovação principalmente com o G8 , já no urbano o Torino já está ultrapassado já é hora de inovar . Ultimamente vem perdendo espaço e vendas ficando atrás da Caio com seu Apache VIP V . Essa é minha opinião!!!

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Clésio

#169046

05/09/2025 13:04

É admirável o otimismo, mas cá para nós, o Marcopolo G8 é um sucesso mas esqueceram de atualizar a frota urbana, os Marcopolo senior, Marcopolo Torino parou no tempo…. Cadê a essência que a Marcopolo tinha 😞

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The Turnaround of Marcopolo: How the Company Transforms Brazil’s Old Bus Fleet Into an Asset to Target the Global Electric Market

Company’s Investor Day Projects Growth Until 2026, With Analysts Optimistic About Stocks and Expansion Into New Technology Buses.

Market Confidence: What Did Marcopolo’s Investor Day Reveal?

Analysts’ Perspective: Why Is the POMO4 Stock Seen as Attractive?

Major Oil, Gas, and Energy Event Will Take Place in Brazil: Macaé Energy Will Gather Petrobras, Equinor, Prio, Among Other Suppliers and Energy Executives for Business, Networking, and Employment Opportunities

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The Turnaround of Marcopolo: How the Company Transforms Brazil’s Old Bus Fleet Into an Asset to Target the Global Electric Market

Company’s Investor Day Projects Growth Until 2026, With Analysts Optimistic About Stocks and Expansion Into New Technology Buses.

Market Confidence: What Did Marcopolo’s Investor Day Reveal?

Analysts’ Perspective: Why Is the POMO4 Stock Seen as Attractive?

Major Oil, Gas, and Energy Event Will Take Place in Brazil: Macaé Energy Will Gather Petrobras, Equinor, Prio, Among Other Suppliers and Energy Executives for Business, Networking, and Employment Opportunities

Global Expansion and New Technologies as Pillars of Growth

Domestic Market: Fleet Renewal and the Caminho da Escola Program

Efficiency and Profitability: A Leaner and More Automated Structure

Where there was only sand and wind at 40 degrees, China built a megacity of 500,000 inhabitants with farms, wineries, and universities in the middle of the desert using melted glacier water from hundreds of kilometers away.

At over 8,800 meters above sea level, the summit of Mount Everest is made up of rocks that originated at the bottom of an ocean about 500 million years ago and were pushed to the highest point on Earth by the collision of tectonic plates.

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