Overview

• Industry revenue reached R$26.5 billion in August, down 5.6% year over year and up 0.6% from July, according to Abimaq.
• Cumulative revenue from January to August rose to R$200.8 billion, up 10.6% from a year earlier but slower than the 13.6% pace through July; domestic sales totaled R$153.2 billion, up 12.7% and decelerating from 17.9%.
• Apparent consumption fell to R$34.3 billion in August, a 10.7% drop from a year earlier and 4.7% below July, while imports were US$2.5 billion, down 0.2% year over year and 11.4% month to month.
• Exports climbed to US$1.2 billion in August, a 33.6% annual increase, yet year‑to‑date exports were essentially flat at US$8.3 billion; South America led destinations at 33.8%, with shipments to Argentina up 47.2%.
• Sales to the United States fell 7.5% in the year to date on weaker demand for construction machinery (-14.9%), while imports over January–August reached US$21.1 billion, up 9.1% and representing 45.4% of domestic consumption.