Brembo Publishes Transcript of Nine-Month 2026 Results Conference Call

• Brembo reaffirmed 2026 revenue growth guidance of around 5% and a 16.5% EBITDA margin at its November 5 nine-month results call.
• Management participants included Matteo Tiraboschi, Daniele Schillaci, Andrea Pazzi, Roberto Grazioli and Laura Panseri.
• Mexican plant disruptions drove most of the €17 million third-quarter operational impact; management expects a smaller fourth-quarter hit, targeting resolution by year-end.
• Sensify revenue should exceed €50 million in 2027, subject to customer volumes; full production under signed contracts is expected in 2028.
• Full-year capital expenditure remains €350 million, including €150 million in the fourth quarter, primarily for manufacturing expansion and research and development.

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