In brief
Iguatemi earned about R$ 435 million in 3Q26, with Ebitda of R$ 659 million.
Occupancy stood at 96.7%.
What we know
04Verified fact
Times Brasil reports a R$ 353.5 million capital gain from selling stakes in five malls.
One-off effect.
Sources[02]
Transmission to assets
Market read-through
Profit includes an asset-sale effect; operations show flat sales.
Portfolio impact
01IGTI11mixed
Profit with asset-sale effect.
Mixed effect.
What would change the view: Recurring reading.
Direction is an explanatory hypothesis, not a forecast or recommendation.
Next signals
What to watch
- Holiday sales
- Leverage
Limits of the reporting
What remains uncertain
- The weight of the mall-sale gain appears in only one source.