Gerdau S.A. Reports Strong 1Q26 Performance with Robust EBITDA Growth and Sustainable Initiatives

Gerdau S.A., a prominent player in the steel industry, announced its remarkable financial results for the first quarter of 2026. The company reported an impressive adjusted EBITDA of R$3.0 billion, marking a notable increase of 25% compared to the previous quarter (4Q25). This surge can be attributed to strengthened operations, especially in North America, which accounted for a staggering 75% of the company’s consolidated EBITDA for the period.

The company's commitment to efficiency and profitability is evident in its results despite a strategic decrease in capital expenditures (CAPEX). In 1Q26, Gerdau invested R$1.1 billion, representing a 27% reduction from the previous quarter, yet remained on course to achieve its 2026 CAPEX guidance of R$4.7 billion. This approach aligns with Gerdau's goal to optimize operations while ensuring robust financial health in the long run.

In terms of shareholder returns, the company has approved a dividend distribution of R$0.18 per share, translating to a total of R$354.1 million. This payment is set to be distributed starting June 9, 2026. Furthermore, Gerdau is advancing its Share Buyback Program for 2026, having successfully acquired 21% of its authorized shares, a strategic move aimed at enhancing shareholder value.

Beyond financial metrics, Gerdau is taking significant steps towards sustainability. A key highlight for the company is the inauguration of the Barro Alto Solar Complex located in Goiás, Brazil. This facility boasts an impressive installed capacity of approximately 111 MWm, demonstrating Gerdau's commitment to enhancing its operational competitiveness and sustainability in Brazil’s steel sector. The solar complex signifies a progressive shift towards cleaner energy sources in Gerdau's operations, aligning with global trends in corporate sustainability.

Moving forward, Gerdau S.A. remains focused on maintaining its strong financial performance while proactively addressing environmental concerns. The company has set ambitious targets for its operations, including the continued integration of renewable energy solutions to reduce its carbon footprint and bolster overall operational sustainability.

In summary, Gerdau’s first quarter results not only reflect a robust financial position but also highlight its strategic initiatives aimed at fostering a sustainable and responsible business model. As Gerdau moves through 2026, it looks poised to capitalize on its competitive advantages and maintain its upward trajectory in both profitability and sustainability.

For further details on Gerdau’s financial results and strategic initiatives, interested parties can access the comprehensive report available on the company’s official website.