Financial Restructuring Plan Presents Loss

Financial Loss is the central theme of the current scenario of Brazilian state-owned companies, which face significant challenges with a loss of R$4.3 billion in the first half of 2025. This article analyzes the sharp drop in revenues and the increase in expenses that directly impact the financial health of these institutions.

Furthermore, the reader will understand the pillars of the proposed financial restructuring plan, which seeks to reverse this worrying situation through measures such as reducing expenses, diversifying revenues, and an ambitious loan guaranteed by the National Treasury.

The situation demands attention and effective action to reverse accumulated losses and ensure the sustainability of state-owned companies in the future.

Financial Context and Impact of the 2025 Loss

In 2025, the company suffered a loss of R$ 4.3 billion in the first semester, a value that is three times larger than that recorded in 2024. The drop of more than 11% in revenues was a determining factor for this negative scenario.

This decline in revenue was accompanied by a significant increase in administrative and financial expenses, which have grown significantly, as shown by analyses and financial reports from renowned publications such as G1.

Thus, the state-owned company faced a critical period, requiring the formulation of a financial restructuring plan to mitigate these impacts and return to the path of economic sustainability.

Axes of the Restructuring Plan

The Restructuring Plan was drawn up with the aim of reversing the serious financial situation faced by the institution.

To this end, three main axes were defined, encompassing strategies for reducing expenses, diversifying revenues and financial recovery.

Next, we will explore each of the axes in detail, highlighting the planned actions and their respective implications.

Expense Reduction

Voluntary redundancies at the Post Office are a crucial part of the financial restructuring plan.

The program encourages employees to join in seeking a significant reduction in salary costs.

The expected number of employees is 2,000, seeking not only to cut expenses but also to optimize operational efficiency.

At the same time, the renegotiation of contracts with suppliers aims to adjust prices and terms, aligning contractual clauses with the company's financial needs.

For more details on this procedure, Correios is reformulating partnerships as described in restructuring plan.

The expense cutting plan is based on three main fronts in search of fiscal balance:

• Voluntary dismissals — estimated participation of 2,000 employees.
• Contract renegotiation — review of prices and deadlines with strategic suppliers.
• Optimization of internal processes — improvement in operational flows to increase productivity.

All of these measures aim to create a solid foundation for the economic sustainability of Correios, ensuring the continuity of services provided to the population and the stability of the state-owned company in the medium and long term.

Revenue Diversification

Digital projects and strategic partnerships play a crucial role in revenue diversification.

The creation of a B2B marketplace enables an increase in commercial transactions, reaching a wider audience.

Furthermore, corporate collaborations allow the sharing of resources and expertise, enhancing growth.

Another important point is the disposal of real estate assets.

The sale of real estate, as discussed in Various ways to diversify real estate investments, not only generates immediate liquidity, but also reduces maintenance costs.

In this way, the company strengthens its financial base, ensuring greater stability in the market.

Financial Recovery

A sovereign guarantee of the National Treasury plays a vital role in obtaining the loan of R$ 20 billion.

This contribution aims to strengthen the Post Office's cash flow, enabling robust financial restructuring.

Furthermore, negotiations with banks such as Bank of Brazil It is Savings Bank offer special conditions that facilitate the process.

The resources will ensure immediate liquidity in the short term and will enable the recovery of bank liabilities.

This way, the company will be able to diversify its revenues and renegotiate strategic contracts, promoting stability and financial growth.

Overview of Brazilian State-Owned Companies up to August 2023

The scenario of Brazilian state-owned companies until August 2023 reveals a worrying picture, with the accumulated loss reaching almost R$ 9 billion.

This negative performance excludes financial institutions and Petrobras and illustrates the difficulties faced by these entities.

The company's financial restructuring plan gains relevance in this context, as it seeks to mitigate the economic challenges imposed by the current scenario.

Excluding financial institutions and Petrobras, state-owned companies need to face the consequences of this significant loss, which tripled compared to the previous year.

With revenues falling by more than 11% and administrative and financial expenses rising, the implementation of strategic actions is crucial.

The company is betting on reducing expenses, renegotiating contracts and diversifying revenues, in addition to arranging a R$20 billion loan, guaranteed by the National Treasury, to stabilize its finances, as detailed in institutions such as the Globo Economy.

Financial Loss continues to be a crucial challenge for Brazilian state-owned companies.

Effective implementation of the restructuring plan will be crucial to mitigating these challenges and creating a more sustainable path for the institutions' financial future.