LatAm Transport and Capital Goods "Daily Take-Off: EMBJ, RAPT, MYPK, TUP..."

Research evidence excerpt

LatAm Transport and Capital Goods "Daily Take-Off: EMBJ, RAPT, MYPK, TUP..."

Global Research

12 May 2026ab

LatAm Transport and Capital Goods Equities

Latin AmericaDaily Take-Off: EMBJ, RAPT, MYPK, TUPY,

VAMO Industrial

Alberto Valerio

Analyst

alberto.valerio@ubs.com

EMBJ: CEO says Embraer targets C 390 sales to Colombia and Chile; production +55-11-2767 6918

ramp planned to 10 aircraft/year by 2030

Gavin Parsons

According to Folha, Embraer’s CEO Francisco Gomes Neto said the company is in Analyst

discussions with Colombia and Chile for potential orders of the C 390 Millennium gavin.parsons@ubs.com

military transport aircraft, as Embraer seeks to expand the platform’s international +1-212-713 2389

footprint. The CEO noted that sales campaigns in Latin America can take longer due Andressa Varotto

to budget approvals and procurement processes, but characterized Colombia as Analyst

potentially shorter-term (following a recent accident involving a C 130) and Chile as andressa.varotto@ubs.com

medium-term. Embraer also highlighted a planned production ramp, with output +55-11-2767 6654

expected at ~6 aircraft in 2026 and scaling to ~10 aircraft per year by 2030, Rafael Simonetti

supported by improving supply-chain conditions. Potential Impact: Slightly positive Associate Analyst

for EMBJ rafael.simonetti@ubs.com

+55-11-2767 6628

EMBJ: Embraer signs first contract with Indian supplier to diversify supply chain

According to Folha, Embraer announced a partnership with Bharat Forge Limited

(BFL), marking its first contract with an Indian supplier. Under the agreement,

Embraer will source high-quality forged aerospace components, expanding its

supplier base. The company highlighted that the partnership aligns with its strategy