In the preliminary operating results for the third quarter of 2026 (3Q26), released on Wednesday, October 14, 2026, Plano&Plano (PLPL3) reported R$ 1,035.6 million in 100% gross sales, an amount 6.0% higher than 2Q26 and 6.8% lower than 3Q25. In the same period, 100% net sales totaled R$ 775.3 million, down 15.4% from the previous quarter and 24.0% compared with 3Q25, while under the %Plano&Plano concept net sales reached R$ 722.4 million, a decline of 12.8% on a quarterly comparison.
In 3Q26, cancellations totaled R$ 260.4 million, equivalent to 1,012 units, corresponding to 25.1% of gross sales, versus 8.2% in 3Q25. According to the company, the increase versus the previous year is associated with the growth in sales to customers with informal income, whose transfers follow the income tax delivery calendar and seasonally concentrate cancellations in the third quarter.
Plano&Plano’s launches in 3Q26 totaled five projects, with 3,819 units and Gross Sales Value (VGV) of R$ 1,069.9 million, up 29.5% compared with 2Q26. Under the %Plano&Plano concept, VGV was R$ 1,012.6 million, an increase of 29.6% over the R$ 781.4 million in the previous quarter. The average price of units launched in the period was R$ 280.2 thousand, 6.4% above 2Q26 and 10.3% higher than 3Q25.
At the end of 3Q26, inventory available for sale totaled VGV of R$ 4,176 million, growth of 9.1% versus 2Q26, with 12,426 units, an increase of 8.1% on the same comparison. Completed units accounted for 3.4% of total inventory, or 422 units, of which 26 were in Bands 2 and 3 of the Minha Casa Minha Vida program.
The company closed 3Q26 with operational cash consumption of R$ 116.1 million. Excluding the effects of receivables assignment operations, cash consumption was R$ 152.7 million, influenced by amounts not received from Caixa Econômica Federal and from the Pode Entrar program, estimated at around R$ 55 million. According to Plano&Plano, disregarding these extraordinary impacts and the receivables assignment operations, operational cash consumption for the quarter would have been R$ 97.7 million.
