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Posted by
Two Blokes Wed at 11:15 AM -
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Gerdau's revenue exceeded estimates, but net income disappointed for the 3rd consecutive quarter. Resilient EBITDA margin (13.8%), but Chinese competition puts pressure on operations in Brazil. High CapEx reduced FCF, while debt and leverage increased slightly. Attractive valuation (EV/EBITDA of 3.57x), but without clear triggers for appreciation.
