Incorporação da Unidas pela Localiza favorece negociação com montadoras, afirma Movida
O presidente da Movida, Renato Franklin, defendeu que o grupo pode ser beneficiado na negociação com montadoras diante dos passos da Localiza para incorporar a Unidas — as duas maiores do país.
A Localiza conseguiu o aval do Conselho Administrativo de Defesa Econômica (Cade) para o seu negócio. Segundo fontes informaram ao Valor, o acordo vai exigir que a empresa venda entre 45 mil e 50 mil carros, além de desinvestimentos de agências e lojas em aeroportos. A empresa precisará encontrar um comprador para esse pacote de desinvestimentos.
No lado das montadoras, a empresa já fechou contratos com nove marcas para o fornecimento de veículos em 2022 e o volume de carros que tem sido entregue está dentro do planejado. A empresa fechou o ano com uma frota total de 187 mil carros, crescimento de 57,8% em relação à 2020 — 25 mil vieram da incorporação a CS Frotas, mais voltada à locação para o setor público. Para este ano, a expectativa da empresa é comprar pelo menos 25 mil carros.
O executivo destacou ainda que os preços estão crescendo, na esteira do aumento do preço dos carros e juros. A vantagem do grupo, destacou, é que tem acontecido um crescimento rápido na venda de canal direto (pelo site), o que traz um preço líquido maior ao grupo por retirar a despesas com comissão, aumentando assim as margens.
Por sua vez, o diretor administrativo e financeiro e de relação com investidores da locadora, Edmar Prado Lopes Neto, destacou, durante teleconferência, nesta tarde, para comentar os números de 2021, que a Movida não tem intenção de aumentar o capital da empresa para conseguir fazer frente ao plano de crescimento para os próximos anos.
“Aumento de capital eu estou descartando. Todas as nossas projeções mostram que conseguimos crescer companhia de 25 a 30 mil carros com conforto grande sobre alavancagem”, disse.
Lopes Neto destacou que o grupo pretende...
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