Romi stock gets a BRL 37 million tax credit boost

Published on 09/29/2026 at 21:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Romi stock posted BRL 334.78 million in second-quarter 2026 revenue, up 5.90 percent year over year. A BRL 47 million tax credit may add BRL 37 million net.

Romi, BRROMIACNOR8, Illustration mit AI erstellt.

Romi (ISIN BRROMIACNOR8) estimates a BRL 37 million net earnings impact from a tax credit after a favorable court decision announced on September 22, 2026. Valor Economico reported that the company estimates BRL 47 million in credits before taxes, with the net effect dependent on administrative habilitation.

Tax credit adds an earnings lever

The BRL 37 million estimate is not an immediate cash receipt. The credits must first pass through the Brazilian tax authority's habilitation process, after which Romi expects gradual compensation over 18 months, according to Valor Economico.

The event is material against Romi's operating base, but it is non-recurring. The recurring test remains revenue conversion, profitability and order intake in the machine tools business.

Revenue improves while margin stays tight

In the second quarter of 2026, Romi generated BRL 334.78 million in net operating revenue, compared with BRL 316.10 million a year earlier, a 5.90 percent increase. Adjusted EBITDA was BRL 26.82 million, down 3.30 percent from BRL 27.74 million, while adjusted EBITDA margin was 8.00 percent versus 8.80 percent in the second quarter of 2025, according to TraderNews.

The order backlog stood at BRL 802.0 million in the second quarter, down 7.50 percent from the comparable period. The contrast matters: revenue recovered year over year, while backlog and margin still point to an uneven industrial cycle.

Romi stock stays on a small-cap base

On B3, ROMI3 was quoted at BRL 6.43 on September 29, 2026. The same market profile showed a 52-week range of BRL 5.43 to BRL 8.92 and market capitalization of BRL 599.1 million. Romi manufactures machine tools, plastic-processing equipment and cast and machined parts, according to Investing.com.

Romi also approved BRL 26 million in interest on equity for shareholders, with a record date of September 30, 2026 and payment scheduled by December 31, 2027, Investidor10 reported on September 24, 2026.