MWM Targets 80% Capacity, Sees Margin Boost from Restructuring by 2026

As of August 18, 2025, MWM, a leading industrial company, is implementing a strategic capacity adjustment, reducing its installed capacity by 25%. According to CEO Rafael Lucchesi, this move is part of the company's plan to enhance resilience and competitiveness.

The restructuring process is expected to have a positive impact on MWM's margins. Vice President of Procurement and Logistics, Toni Bueno, stated that increasing the plant occupancy rate from 65% to 80% by the end of 2026 will naturally favor the company's margins. Additionally, CFO Rodrigo Perico noted that MWM's margin has already improved significantly, with further room for enhancement through the ongoing restructuring and brand repositioning efforts.

Tupy, another key player in the industry, is navigating the challenges posed by tariffs on its exports to the US market. Vice President of Sales, Ricardo Fioramonte, explained that most of Tupy's exports to the US are subject to a 50% tariff, prompting the company to shift its strategic focus to Mexico to mitigate the impact. However, the company remains optimistic about the US truck market, with Fioramonte anticipating a significant recovery in demand by 2026, driven by pent-up demand.

Overall, the news highlights MWM's proactive approach to enhancing its operational efficiency and competitiveness, while Tupy navigates the challenges posed by the current trade environment, positioning itself for a potential rebound in the US market in the coming years.