The week in five lines
- 01
Foreign inflows and election expectations drove the Ibovespa to a 5.40% weekly surge, reaching 185,147 points despite capping an 11-day rally on Friday.
- 02
The federal government submitted the 2027 Budget Bill to Congress, forecasting R$636 billion from the new CBS tax and R$133.8 billion in investments.
- 03
Brazil's Q2 GDP expanded 1.9% over four quarters, weighed down by services sector stagnation at 0.2% and rescued primarily by agribusiness.
- 04
CSN shares surged 20% following the resignation of CEO Benjamin Steinbruch after two decades, handing executive control to former Vale head Fabio Schvartsman.
- 05
The STF, Brazil's Supreme Federal Court, limited free labor justice access to workers with proven income up to R$5,000, ending simple self-declarations.
What happened across the market
Macro & Fiscal Policy
- The government budgeted a conditional R$6 billion capital injection for Correios in 2027, tied to a R$12 billion bank loan.
- The economic team proposed R$133.8 billion in investments for the 2027 budget, allocating R$61.5 billion to Novo PAC.
- IBGE reported Q2 GDP growth of 1.9% over four quarters, with services stalling at 0.2% growth compared to Q1.
Legal & Regulatory
- The STF, Brazil's Supreme Federal Court, required proof of income up to R$5,000 for free labor justice, overturning simple self-declarations.
- The 5th Business Court of Rio de Janeiro declared the bankruptcy of Refit Group companies, citing repeated tax evasion.
- Small businesses gained until September 30 to decide on Simples Nacional enrollment and payment forms for CBS and IBS taxes.
Financeiro
- CADE, Brazil's antitrust authority, approved B3's acquisition of credit rights registry CRDC.
- Banco do Brasil and Caixa signed an agreement with ONS to build a blockchain infrastructure for real estate credit tokenization.
- BTG Pactual Logística signed an agreement to acquire three logistics properties for R$918.5 million, paying 70% upfront.
Agribusiness & Soft Commodities
- BrasilAgro reported a net loss of R$13.9 million in Q4 2025/26, reversing a R$61.3 million profit from the prior year.
- Agribusiness expanded in Q2 GDP data from IBGE, offsetting stagnation in services and industrial production.
Materiais Básicos
- CSN appointed former Vale head Fabio Schvartsman as CEO after Benjamin Steinbruch stepped down to become chairman.
- Dexco signed an agreement to sell 1.2 million cubic meters of forestry assets and closed operations in Urussanga.
Consumo não Cíclico
- Natura announced CEO João Paulo Ferreira will step down on September 30, with former CEO Alessandro Carlucci taking charge.
- BB Investimentos recommended buying shares of Ambev for swing trade based on technical analysis algorithms.
Petróleo, Gás e Biocombustíveis
- PRIO reported a 5.2% decline in oil production during August.
- Petrobras shares rose alongside banks, driving the Ibovespa rally amid higher oil prices and election expectations.
Consumo Cíclico
- Casas Bahia shares surged over 40% after judicial protection suspended collection of R$243.8 million owed to real estate creditors.
- Gafisa postponed the release of its Q2 2026 financial results to September 28 following auditor review requests.
On the CVM radar this week
A selection of official filings from widely followed companies.
COMPANHIA DE ÁGUA E ESGOTO DO CEARÁ - CAGECE · Fato Relevante
CAGECE approves creation of two special purpose entities for ESG financing and carbon
The Ceará water utility will hold a 20% stake in InfraCred for supply chain finance and 50% in NexCarbon for environmental credits.
COMPANHIA DE ÁGUA E ESGOTO DO CEARÁ - CAGECE · Fato Relevante
CAGECE details ownership structure for supply chain and carbon SPEs
The executive board authorized initial capital contributions to structure both entities following public call 01/2024.
CVC BRASIL OPERADORA E AGÊNCIA DE VIAGENS SA · Fato Relevante
CVC Brasil approves debenture issuance of up to R$450 million for debt exchange
The offer is restricted to professional investors holding the travel agency's 4th and 5th debenture series.
GPS PARTICIPAÇÕES E EMPREENDIMENTOS S/A · Fato Relevante
GPS Participações completes 100% acquisition of catering provider Uniflex
The transaction was executed by subsidiary Marfood after fulfilling all closing conditions for the offshore/onshore food service company.
MELIUZ S.A. · Fato Relevante
Méliuz proposes R$160 million capital reduction without share cancellation or cash payout
The company seeks shareholder approval to transfer excess capital into a dedicated capital reserve balance.
VIBRA ENERGIA S/A · Fato Relevante
Vibra Energia approves 11th debenture issuance for R$1.4 billion
The fuel distributor will place simple non-convertible debentures in up to two series under automatic registration.
AXIA ENERGIA S.A. · Fato Relevante
AXIA Energia approves R$6.2 billion redemption of preferred Class C shares
The power company will redeem 111.6 million PNC shares at R$55.56 per share on September 22, 2026.
BRASILAGRO CIA BRAS DE PROP AGRICOLAS · Fato Relevante
BrasilAgro adjusts 2026/2027 crop area following 3% drop in 25/26 production area
Low commodity prices prompted the agribusiness group to shift acreage away from cotton and beans toward corn.
CIA DE PARTICIPAÇÕES ALIANÇA DA BAHIA · Fato Relevante
Aliança da Bahia initiates arbitration against Rede D'Or over hospital sale price
The holding company disputes the initial price adjustment report submitted for the sale of Hospital Aliança.
NEXPE PARTICIPAÇÕES S.A. - EM RECUPERAÇÃO JUDICIAL · Informações de Companhias em Recuperação Judicial ou Extrajudicial
Nexpe administrator files March 2026 monthly judicial reorganization report
The filing updates the court on operational metrics for the real estate service group under reorganization.
NEXPE PARTICIPAÇÕES S.A. - EM RECUPERAÇÃO JUDICIAL · Informações de Companhias em Recuperação Judicial ou Extrajudicial
Nexpe files June 2026 judicial reorganization activity report
The judicial administrator submitted the monthly operational status update to the 3rd Bankruptcy Court of São Paulo.
OSX BRASIL S.A. - EM RECUPERAÇÃO JUDICIAL · Informações de Companhias em Recuperação Judicial ou Extrajudicial
OSX Brasil submits missing monthly reorganization accounting reports to B3 and CVM
The shipbuilder delivered reports from January to May 2026 while awaiting the administrator's June document.
NEXPE PARTICIPAÇÕES S.A. - EM RECUPERAÇÃO JUDICIAL · Informações de Companhias em Recuperação Judicial ou Extrajudicial
Nexpe submits April 2026 judicial reorganization report to bankruptcy court
The court-appointed administrator detailed financial and operational developments for April.
NEXPE PARTICIPAÇÕES S.A. - EM RECUPERAÇÃO JUDICIAL · Informações de Companhias em Recuperação Judicial ou Extrajudicial
Nexpe files January 2025 monthly activity report in reorganization process
The filing fulfills reporting requirements for the ongoing judicial reorganization incident.
HOTEIS OTHON S.A. - EM RECUPERAÇÃO JUDICIAL · Informações de Companhias em Recuperação Judicial ou Extrajudicial
Hoteis Othon presents 92nd monthly activity report to Rio de Janeiro court
The hotel chain's judicial administrator submitted operational progress data to the 5th Business Court.
NEXPE PARTICIPAÇÕES S.A. - EM RECUPERAÇÃO JUDICIAL · Informações de Companhias em Recuperação Judicial ou Extrajudicial
Informações de Companhias em Recuperação Judicial ou Extrajudicial
INVESTIMENTOS BEMGE S.A. · Aviso aos Acionistas
Investimentos Bemge sets September 11 for mandatory dividend payment
The total distribution of R$145,115.63 corresponds to payouts approved during the April annual meeting.
CPFL ENERGIA SA · Aviso aos Acionistas
CPFL Energia schedules R$700 million dividend installment for September 24
Payout represents the fourth installment of dividends declared at the April 2026 shareholders meeting.
CPFL ENERGIA SA · Aviso aos Acionistas
CPFL Energia confirms payment details for fourth R$700 million dividend tranche
Payouts will be credited to shareholders registered as of April 29 under updated income tax withholding rules.
TURBI COMPARTILHAMENTO DE VEÍCULOS S.A. · Aviso aos Acionistas
Turbi closes subscription window for Class D preferred shares capital increase
The car-sharing platform completed the subscription phase within its approved limits of up to 36,834 shares.
AXIA ENERGIA S.A. · Aviso aos Acionistas
AXIA Energia details tax rules for R$6.2 billion share redemption
Payment will occur on September 22, 2026, based on the September 2 share price of R$55.56.
VIBRA ENERGIA S/A · Comunicado ao Mercado
Vibra Energia issues market notice for R$1.4 billion debenture offer
The offering is aimed at professional investors and carries a rating provided by Moody's.
AZEVEDO & TRAVASSOS ENERGIA S.A. · Comunicado ao Mercado
Azevedo & Travassos Energia presents Q2 2026 results call material
The company published operational and market outlooks following its second-quarter financial reporting.
AZEVEDO & TRAVASSOS ENERGIA S.A. · Comunicado ao Mercado
Azevedo & Travassos Energia corrects Q2 2026 gas production data
The error was confined to the conference call presentation and did not affect audited financial statements.
Plus 35 more filing(s) from 33 company(ies) this week. Subscribers get all of them, on the day they are filed.
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