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Sovereign‑Backed R$12 Billion Loan to Correios Cleared for Disbursement

The official notice authorizes funding contingent on a restructuring that targets a return to profit by 2027.

Overview

  • Correios signed a 15‑year loan with Caixa, Banco do Brasil, Bradesco, Itaú and Santander at roughly 115% of CDI under a federal guarantee.
  • The extrato published in the Diário Oficial enables payouts of R$10 billion this year and R$2 billion by the end of January 2026.
  • Proceeds will cover working capital and strategic investments and also settle urgent obligations such as salaries, precatórios and overdue debts.
  • The financing is tied to a reorganization that includes a voluntary dismissal program for about 15,000 employees, closure of roughly 1,000 units and partnerships with the private sector.
  • The approved deal followed the Treasury’s rejection of a costlier R$20 billion plan; officials set a special limit for the operation, and reports indicate additional funding may be needed in 2026.