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Companies Industrials TPIS3.SA
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TPIS3.SA B3 (São Paulo) Highways & Rail Tracks

TPI Triunfo Participacoes e Investimentos SA

$10,82
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Mcap
P/E
EV / Rev
Div yield
4,87 %
Op margin
19,7 %
ROE
0,6 %
Net margin
1,7 %
Debt / equity
1,63
Beta
52w range
Volume
Day range
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TR 1Y
About

TPI Triunfo Participacoes e Investimentos SA operates in the transportation infrastructure sector, primarily engaged in highways and rail tracks, generating revenue through tolls and infrastructure management.

Business. TPI Triunfo Participacoes e Investimentos SA (TPIS3.SA) is a Brazilian company operating in the transportation industry, specifically within the highways and rail tracks sector. The firm is headquartered in Brazil and is primarily listed on the B3 (São Paulo) stock exchange. Due to the absence of specific segment or geographic breakdowns in the available data, the company is described at the industry level as a participant in the transportation infrastructure market.

Classification92 %
SectorIndustrials
Business sectorTransportation
IndustryHighways & Rail Tracks
ActivityTransportation
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
0,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning TPIS3.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to TPIS3.SA. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    TPI Triunfo Participacoes e Investimentos SA (TPIS3.SA) is a Brazilian company operating in the transportation industry, specifically within the highways and rail tracks sector. The firm is headquartered in Brazil and is primarily listed on the B3 (São Paulo) stock exchange. Due to the absence of specific segment or geographic breakdowns in the available data, the company is described at the industry level as a participant in the transportation infrastructure market.

    Classification92 %
    SectorIndustrials
    Business sectorTransportation
    IndustryHighways & Rail Tracks
    ActivityTransportation
    AI synthesis
    GENERATED

    TPI Triunfo has a debt-to-equity ratio of 1.63, indicating a capital structure that is moderately leveraged, with long-term debt accounting for a significant portion of its liabilities. The company's liquidity position is assessed as medium, with a current ratio of 0.36, suggesting limited short-term liquidity to cover immediate obligations. Free cash flow stands at BRL 57.6 million, which is lower than the operating cash flow of BRL 91.4 million, reflecting capital expenditures of BRL 26.3 million in the period.

    Profitability metrics show a return on equity of 0.56% and a return on assets of 0.18%, both of which are below the industry median for transportation infrastructure firms. The company's net income of BRL 5.1 million is significantly lower than its operating income of BRL 59.1 million, indicating high interest and tax expenses relative to earnings. Gross profit of BRL 90.2 million represents 30.1% of revenue, which is in line with the industry's typical gross margin range.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes in the transportation infrastructure sector. No material revenue is attributed to international operations, and the company does not report segment-specific performance metrics.

    Looking ahead, the company is projected to maintain a stable revenue trajectory, with no significant growth or contraction expected in the next fiscal year. Capital expenditures are expected to remain modest, with no major infrastructure projects disclosed in recent filings. The company's operating cash flow is expected to remain positive, but free cash flow may be constrained by ongoing debt servicing requirements.

    Risk factors include a high debt load, with long-term debt of BRL 1.48 billion, and a negative net cash position after subtracting total debt. The company's liquidity risk is moderate, but its credit risk is elevated due to the high leverage ratio. There is no indication of near-term dilution pressure, as shares outstanding have remained unchanged between basic and diluted measures.

    No recent material events, such as earnings calls, regulatory filings, or major business announcements, have been disclosed in the latest financial data. The company has not issued new shares or announced any significant capital-raising activities in the period under review.

    Key takeaways
    • TPI Triunfo is a transportation infrastructure company with a capital structure that is moderately leveraged, with a debt-to-equity ratio of 1.63.
    • The company's profitability is weak, with a return on equity of 0.56% and a return on assets of 0.18%, both below industry medians.
    • Revenue is concentrated in a single business segment, with no geographic diversification disclosed, increasing exposure to regional economic risks.
    • Free cash flow is constrained by capital expenditures, and the company's liquidity position is assessed as medium.
    • No near-term dilution pressure is expected, and the company has not issued new shares in the period under review.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 1

    Cash conversion of 17.95 ranks best-in-class among 31 peers, significantly outperforming the cohort median of 1.74.

    BEAR CASE · 1

    High credit risk flags combined with a debt-to-equity ratio of 1.63 suggest elevated financial leverage concerns.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2019-08-09
    Q2 2019 · Quarter highlights

    Revenue BRL 255.6M, −19,9% YoY; Operating income −69,7% YoY.

    RevenueBRL 255.6M−19,9 % YoY
    Operating incomeBRL 15.9M−69,7 % YoY
    Net income-BRL 36.8M−241,7 % YoY
    Free cash flowBRL 13.7M+154,4 % YoY
    EPS
    Operating cash flowBRL 172.7M−25,8 % YoY
    Financials
    Income statement
    RevenueBRL 255.6M
    Gross profitBRL 49.4M
    Operating incomeBRL 15.9M
    Net income-BRL 36.8M
    Margins
    Gross margin19.3%
    Operating margin6.2%
    Net margin-14.4%
    FCF margin5.4%
    Balance sheet
    Total assetsBRL 2.65B
    Total liabilitiesBRL 1.77B
    Total equityBRL 875.9M
    Cash & equivalents
    Long-term debtBRL 1.35B
    Cash flow
    Operating cash flowBRL 172.7M
    CapEx-BRL 54.7M
    Free cash flowBRL 13.7M
    SBC
    P&L flow · revenue → net income
    Revenue BRL 255.6MOperating costs BRL 239.6MTax BRL 52.7MNet income BRL 36.8M
    Highlights
    • Revenue BRL 255.6M, −19,9% YoY
    • Operating income −69,7% YoY
    • Net income −241,7% YoY
    • Free cash flow +154,4% YoY
    • Net margin -14.4%

    Valuation FY

    Market price
    $10,82
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $902.5M
    Net cash
    -$1.48B
    Current ratio
    0.4
    Debt / equity
    1.6
    ROA
    0.2%
    ROE
    0.6%
    Cash conversion
    1795.0%
    CapEx / revenue
    -8.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin19,7 %Below median
    Net Margin1,7 %Bottom quartile
    ROE0,6 %Bottom quartile
    Capex / Rev-8,8 %Above median
    D/E1,63Below median
    Cash Conv17,95Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • TPI Triunfo Participacoes e Investimentos SA Market data — financials · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    TPIS3.SACanonical
    B3 (São Paulo) · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2019-08-09 03:50 UTCEARNINGSQuarterly results — Q2 2019 Revenue BRL 255.6M · Net BRL -36.8M
    2016-03-23 15:00 UTCEARNINGSAnnual results — FY 2016 Revenue BRL 1.05B · Net BRL 10.6M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage