Markets · Brazil and the world

Rede D'Or earns R$ 1.45 billion in 3Q26, flat, on R$ 15.4 billion revenue

Rede D'Or posted net income of R$ 1.45 billion in 3Q26, nearly flat, with net revenue of R$ 15.4 billion, up 5.6%, adjusted Ebitda of R$ 3.6 billion and a 77.7% loss ratio at SulAmérica.

Natura returns to profit with R$ 49 million in 3Q26, but revenue falls 3%

Natura posted net income of R$ 49 million in 3Q26, reversing a nearly R$ 2 billion loss a year earlier, with net revenue of about R$ 5 billion, down 3%.

3 sources1d ago

Farm groups push back at Banco do Brasil, which says 90% of its farm clients are current

Agribusiness groups such as Aprosoja pushed back at Banco do Brasil remarks on rising farm delinquency; the bank issued a note saying 90% of its farm clients are current.

2 sources16h ago

Cogna posts R$ 37.3 million loss in 3Q26 on 5.2% lower revenue

Cogna posted a net loss of R$ 37.3 million in 3Q26, versus a R$ 191.6 million profit a year earlier, with net revenue of R$ 1.44 billion, down 5.2%, and recurring Ebitda of R$ 320.4 million, down 24.2%.

3 sources3d ago

JHSF earns R$ 391.5 million in 3Q26, up 29%, with R$ 481.8 million recurring revenue

JHSF posted profit of R$ 391.5 million in 3Q26, up 29%, with recurring revenue of R$ 481.8 million and net cash of R$ 741.1 million in September.

2 sources1d ago

CSN posts R$ 1.25 billion loss in 3Q26 and R$ 1.88 billion adjusted Ebitda

CSN posted a net loss of R$ 1.247 billion in 3Q26, reversing a R$ 76 million profit a year earlier, with adjusted Ebitda of R$ 1.88 billion and net revenue of R$ 10.49 billion.

3 sources1d ago

Retail sales rise 0.2% in September but fall 0.3% in the third quarter

Retail sales rose 0.2% in September from August, according to IBGE, but the third quarter closed 0.3% lower than the second.

3 sources20h ago

Casas Bahia and GPA reach deal ending disputes from their 2009 association

Casas Bahia and GPA agreed to end court disputes tied to their 2009 association; GPA waives about R$ 700 million receivable, and Casas Bahia takes on about R$ 424 million in tax liabilities.

2 sources15h ago

Caixa studies raising mortgage rates, vice president says

Caixa's housing vice president Inês Magalhães said the bank is studying raising mortgage rates, with no decision made; the finance vice president said that, without a rise, the bank would have to cut lending volume.

2 sources13h ago

Central bank approves Banco Porto Real purchase and Nubank gains a banking license in Brazil

The central bank approved Nubank's purchase of Banco Porto Real de Investimentos, announced in July, and the company gains a banking license in Brazil; according to Nubank, the change imposes no additional capital or liquidity requirements.

2 sources11h ago

Senate approves fiscal adjustment base text 45 to 31; amendments left for Nov 17

The Senate floor approved on Nov 12 the main text of bill PLP 299/2026, which caps real spending growth at 2% from 2027 in containment years; the Executive projects a R$ 45.1 billion to R$ 56.1 billion improvement in the 2027 primary balance, and four amendments will be voted on Nov 17 before the bill goes to the lower house.

7 sources2d ago

IPCA slows to 0.14% in October, but 12-month inflation stands at 4.63%, above the ceiling

The IPCA rose 0.14% in October after 0.82% in September, according to IBGE; over 12 months, inflation reached 4.63%, above the 4.5% target ceiling.

4 sources2d ago

CORPORATEGLOBAL

Jensen Huang leaves the helm of Nvidia; CFO Colette Kress becomes interim CEO

Jensen Huang left the Nvidia CEO post on Nov 12 after reports about extramarital relationships, and CFO Colette Kress became interim CEO; sources differ between resignation and removal.

4 sources2d ago

Caixa Seguridade reports hacker attack on Caixa Vida e Previdência with data of 7.6 million clients

Caixa Vida e Previdência identified on Nov 6 unauthorized access and copying of personal and registration data of clients and former clients, in a base of 7.6 million active clients; the preliminary review shows no compromise of financial or authentication data.

B3 posts R$ 1.4 billion recurring profit in 3Q26 and announces R$ 1.13 billion in interest on equity

B3 posted recurring net income of about R$ 1.4 billion in 3Q26, up 9.9%, and announced R$ 1.13 billion in interest on equity.

Azul posts R$ 1.2 billion Ebitda in 3Q26, down 39%, on R$ 5.6 billion revenue

Azul posted Ebitda of R$ 1.2 billion in 3Q26, down 39%, and net revenue of R$ 5.6 billion, down 1.8%; sources differ on the net loss.

3 sources2d ago

Petrobras agrees to buy the remaining 70% of Logum for R$ 620 million

Petrobras agreed to acquire the 70% of Logum, an ethanol and fuel pipeline operator, it does not yet own for R$ 620 million, taking it to 100%; the deal depends on conditions including Cade.

Ultrapar earns R$ 2.7 billion in 3Q26, up 249%, and will pay R$ 1.08 billion in dividends

Ultrapar posted net income of R$ 2.697 billion in 3Q26, up 249%, with recurring adjusted Ebitda of R$ 3.1 billion, up 74%, and announced R$ 1.085 billion in dividends, about R$ 1 per share.

3 sources3d ago

Nubank earns US$ 1.1 billion in 3Q26, up 31%, reaching 142.6 million clients

Nubank posted net income of US$ 1.09 billion in 3Q26, up 31% year on year, with an efficiency ratio of 19.3% and a base of 142.6 million clients.

Caixa posts R$ 3.5 billion recurring profit in 3Q26, down 7.4%

Caixa posted recurring net income of R$ 3.486 billion in 3Q26, down 7.4% year on year, with net interest income of R$ 18.3 billion, up 11%.

3 sources1d ago

Inter earns R$ 425 million in 3Q26, up 26%, with 15.8% ROE

Inter posted net income of R$ 425 million in 3Q26, up 26%, with 15.8% ROE; 90-day delinquency rose from 5.3% to 5.5%.

Government files fiscal adjustment bill in the Senate with 2% spending cap from 2027

Bill PLP 299/2026, filed by senator Jaques Wagner, cuts the real spending growth limit from 2.5% to 2% from 2027, trims tax breaks and removes up to R$ 10.5 billion of diesel subsidy from the 2026 target; the government estimates a R$ 50 billion to R$ 60 billion impact in 2027.

9 sources3d ago

Services volume falls 0.1% in September, ending 29 straight annual gains

Services sector volume fell 0.1% in September from August, according to IBGE, and also dropped 0.1% year on year, ending 29 straight positive readings.

3 sources3d ago

Industrial revenue rises 0.8% in September after two declines, CNI shows

Real industrial revenue rose 0.8% in September from August, according to CNI, recovering only part of the 2.1% July and 3.8% August declines.

Government raises import tax on passenger car tires to 30% for 12 months

Gecex/Camex set the import tax on passenger car tires at 30% for 12 months, in an act published in the official gazette on Nov 9.

Banco do Brasil earns R$ 1.27 billion in 3Q26 and cuts 2026 profit guidance to R$ 9-11 billion

Banco do Brasil posted adjusted net income of R$ 1.27 billion in 3Q26, revised 2026 profit guidance from R$ 18-22 billion to R$ 9-11 billion and cut its payout from 30% to 25%.

3 sources2d ago

Braskem creditors submit two US$ 4 billion proposals with capital injection and debt conversion

Two creditor groups proposed to Braskem combinations of capital injection and debt-to-equity conversion of US$ 4 billion each; the board is due to review them on Nov 12, according to press sources.

Petrobras discusses a temporary tweak to fuel commercial strategy without changing pricing policy

At the 3Q26 press call, director Angélica Laureano said Petrobras is discussing a possible temporary change to its gasoline and diesel commercial strategy, but the current strategy remains in force and no structural pricing change is planned.

BTG Pactual posts adjusted profit of R$ 5.3 billion in 3Q26, up 17%

BTG Pactual posted adjusted net income of R$ 5.3 billion in 3Q26, up 17% from a year earlier, with an adjusted return on equity of 26.4%.

Americanas posts R$ 352 million loss in 3Q26 despite 10.3% higher revenue

Americanas posted a net loss of R$ 352 million in 3Q26, reversing a R$ 367 million profit a year earlier; net revenue rose 10.3% to R$ 2.966 billion and adjusted Ebitda fell 90.7%.

Azzas 2154 posts recurring profit of R$ 190.6 million in 3Q26, down 5.3%

Azzas 2154 posted recurring net income of R$ 190.6 million in 3Q26, down 5.3%, and net revenue of R$ 2.844 billion, down 4.2%; reported profit rose 7.8% to R$ 177.7 million.

CVC posts adjusted profit of R$ 3.7 million in 3Q26, its first positive result of the year

CVC posted adjusted net income of R$ 3.7 million in 3Q26, its first positive result of the year, and revenue of R$ 382.4 million, up 1.5%; versus 3Q25, profit fell 94.1%.

Kepler Weber earns R$ 13.4 million in 3Q26, down 74%

Kepler Weber posted net income of R$ 13.4 million in 3Q26, down 74%, and net revenue of R$ 344.2 million, down 18.7%.

B3 invests in IDEX Analytics and may reach 40% of the credit data firm

B3 and Leto Asset Management are making a joint primary investment of about R$ 40 million in IDEX Analytics; B3 may reach 40% and holds an option on the rest from 2031, subject to Cade.