In brief

JSL earned R$ 40.3 million in the third quarter.

Adjusted profit rose 12.6%.

What we know

04
  1. Verified fact · material

    JSL posted adjusted net income of R$ 40.3 million in 3Q26, up 12.6% in a year.

    Profit.

    Sources[01][02]
  2. Verified fact · material

    Net revenue was R$ 2.63 billion, up 5.7%, and adjusted Ebitda R$ 522.8 million, down 0.6%.

    Revenue.

    Sources[01][02]
  3. Verified fact

    According to CNN Brasil, Ebitda missed the R$ 540 million analyst estimate.

    Consensus.

    Sources[01]
  4. Verified fact

    According to InfoMoney, the result was released on October 29.

    Date.

    Sources[02]

Transmission to assets

Market read-through

Higher profit coexists with below-forecast Ebitda and costly debt.

Portfolio impact

01
JSLG3uncertain

Profit up, Ebitda flat.

High rates.

What would change the view: Rates fall.

direct10% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

What to watch

  • Leverage
  • Debt cost

Limits of the reporting

What remains uncertain

  • Consensus appears in only one source.

Full sources

02