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Supergasbras Modernizes Complex Gas Distribution Operations with Descartes Routing Solution

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Descartes Systems Group (Nasdaq:DSGX) said Supergasbras modernized its LPG distribution operations using Descartes’ cloud route planning and fleet management solution on Jan. 12, 2026. The implementation covers a network of over 400 trucks, a team of over 900 people, and supports the transport of more than 400,000 tons of LPG per month. Reported benefits include faster, safer route planning, fewer stockouts, lower operational costs, improved delivery reliability amid seasonal demand, real-time synchronization across systems, and integration with Supergasbras’ Faton billing app to reduce errors and administrative workload.

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Positive

  • Supports transport of >400,000 tons of LPG per month
  • Covers a fleet of over 400 trucks and 900 staff
  • Integrated billing (Faton) reduces delivery errors and admin workload

Negative

  • None.

News Market Reaction

+1.33%
1 alert
+1.33% News Effect

On the day this news was published, DSGX gained 1.33%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Fleet size: over 400 trucks Logistics team size: over 900 people LPG volume: more than 400,000 tons per month
3 metrics
Fleet size over 400 trucks Supergasbras distribution operations using Descartes solution
Logistics team size over 900 people Supergasbras logistics operations supported by Descartes
LPG volume more than 400,000 tons per month LPG transported by Supergasbras across Brazil using Descartes

Market Reality Check

Price: $88.57 Vol: Volume 510,728 vs 20-day ...
normal vol
$88.57 Last Close
Volume Volume 510,728 vs 20-day average 348,941 (relative volume 1.46x) ahead of this logistics win. normal
Technical Shares at $87.46, trading below 200-day MA of $98.61 and 29.64% under the 52-week high.

Peers on Argus

DSGX was up 2.16% while key software peers like PEGA (-2.7%), PCTY (-1.47%), SRA...

DSGX was up 2.16% while key software peers like PEGA (-2.7%), PCTY (-1.47%), SRAD (-1.83%) and MNDY (-0.54%) mostly declined, indicating a stock-specific reaction rather than a sector-wide move.

Historical Context

5 past events · Latest: Dec 17 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Dec 17 CFO appointment Positive -1.8% JAGGAER appoints Brandon Nussey as CFO to support procurement strategy.
Dec 17 CFO appointment correction Positive -1.8% Corrected release reiterating Brandon Nussey’s CFO role and background.
Dec 09 Share repurchase plan Positive -0.7% TSX acceptance of NCIB to repurchase up to 8,568,582 common shares.
Dec 03 Earnings results Positive +0.6% Record Q3 fiscal 2026 revenues, operating income, net income and EBITDA.
Nov 12 Customer logistics case Positive +1.5% Estes Logistics highlights 15 years using Descartes to scale U.S. fleet ops.
Pattern Detected

Recent history shows mixed reactions: positive/strategic news (NCIB, earnings, customer successes, CFO changes) often saw modest or negative moves, suggesting a tendency for the stock to underreact or fade good news.

Recent Company History

Over the last six months, Descartes reported record Q3 fiscal 2026 results on Dec 3, 2025, with higher revenues, income from operations, and adjusted EBITDA, and announced a CFO succession plan. It then received TSX approval for a Normal Course Issuer Bid to repurchase up to 8,568,582 shares from Dec 11, 2025. Customer-focused logistics case studies, such as Estes Logistics’ 15-year relationship, and leadership changes at JAGGAER frame today’s Supergasbras deployment as part of a continued execution story in logistics optimization.

Market Pulse Summary

This announcement highlights Descartes’ role in modernizing a large LPG distribution network, coveri...
Analysis

This announcement highlights Descartes’ role in modernizing a large LPG distribution network, covering over 400 trucks, more than 900 staff, and over 400,000 tons of LPG per month at Supergasbras. It reinforces prior themes from customer case studies and record Q3 results that emphasize logistics optimization and integration. Investors may monitor adoption breadth, additional large deployments, and how these projects complement capital return actions like the NCIB in shaping the company’s trajectory.

Key Terms

liquefied petroleum gas, lpg, telematics
3 terms
liquefied petroleum gas technical
"one of the leading distributors in the Brazilian liquefied petroleum gas (LPG) market"
A light hydrocarbon mixture—mainly propane and butane—stored as a liquid under pressure and used for heating, cooking, transportation and as an industrial feedstock. Think of it as bottled natural gas that can be moved and sold where pipelines don’t reach; its price and availability affect fuel costs, shipping and refinery profits, so changes in supply, demand or storage can influence energy company earnings and investor returns.
lpg technical
"distributors in the Brazilian liquefied petroleum gas (LPG) market"
Liquefied petroleum gas (LPG) is a flammable mix of light hydrocarbons, stored as a liquid under modest pressure and used for heating, cooking, industrial processes, and as vehicle fuel. Investors watch LPG because its supply, price and storage costs affect energy companies, utilities and manufacturers that rely on it—think of it as the bottled fuel that heats homes and powers equipment, so changes in availability or price can influence earnings and inflation-sensitive sectors.
telematics technical
"its Routing, Mobile and Telematics solution suite"
Telematics is the technology that collects, transmits and analyzes data from vehicles or remote equipment—such as location, speed, engine status and sensor readings—using GPS, cellular networks and onboard computers. For investors it matters because telematics turns physical assets into data-rich services, enabling new revenue streams (like usage-based insurance, fleet optimization, or predictive maintenance), reducing costs and improving risk visibility much like a fitness tracker does for health.

AI-generated analysis. Not financial advice.

SÃO PAULO and ATLANTA, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that Supergasbras, one of the leading distributors in the Brazilian liquefied petroleum gas (LPG) market, has modernized its logistics operations using Descartes’ cloud-based route planning and fleet management solution. The solution has helped Supergasbras enhance the efficiency of distribution operations that include over 400 trucks, a team of over 900 people, and the transportation of more than 400,000 tons of LPG per month across Brazil.

“This project marks a new stage in our digital transformation and strengthens one of the largest and most complex LPG distribution networks in the country,” said Matteo Lista Netto, National Logistics Intelligence Coordinator at Supergasbras. “Descartes helped us make the route planning process faster, safer and more transparent for everyone involved. The solution’s intuitive interface facilitated adoption by the entire team and, with the use of filters, was easily configured to the characteristics of each region. In addition to more efficient route planning, benefits include fewer stockouts, lower operational costs, and greater reliability in deliveries, especially in regions where demand fluctuates due to seasonality. We’ve also reduced rework caused by communication failures between areas, thanks to the real-time synchronization of route planning information across systems.”

Descartes’ route planning and fleet management solution helps distribution-intensive companies in diverse industries plan routes for optimal efficiency, improve delivery performance and minimize the impact of unforeseen events on customer service levels, mileage and costs. With the solution, Supergasbras now automatically plans routes based on up-to-date data using a map-based view of customers as well as real-time visibility of tank levels, consumption rates and customer demand. Delivery management and control tower capabilities provide end-to-end visibility of route execution—from planning to on-site delivery—within a single, integrated environment. The continuous feedback between planning and execution helps companies generate even greater operational gains through data-driven optimization.

The Descartes solution also seamlessly integrates with other enterprise systems, including sales and financial applications, replacing previous processes at Supergasbras that relied on the exchange of plain text files to update information across systems. Another significant operational improvement was the integration with Supergasbras’ Faton billing application, which allows drivers to manage all steps of the delivery journey—from route access to invoicing—within a single environment, decreasing errors and administrative workload.

“We’re pleased our solution has given Supergasbras a new level of control over its distribution operations,” said Lee Karlinsky, Senior Vice President at Descartes. “The success of this project shows that innovation in logistics goes beyond technology. It’s about collaborating to understand the breadth and depth of Supergasbras’ delivery network and day-to-day operational workflows to drive tangible results for the company and its customers.”

Learn more about Descartes’ route execution and fleet performance management solutions and its Routing, Mobile and Telematics solution suite.

About Supergasbras

Supergasbras is part of SHV Energy — a world leader in LPG distribution — with over 100 years of experience in the energy sector. We are one of the leading national distributors in Brazil with over 79 years of experience. For more information, visit www.supergasbras.com.br.

About Descartes

Descartes (Nasdaq:DSGX) (TSX:DSG) is the global leader in providing on-demand, software-as-a-service solutions focused on improving the productivity, security and sustainability of logistics-intensive businesses. Customers use our modular, software-as-a-service solutions to route, track and help improve the safety, performance and compliance of delivery resources; plan, allocate and execute shipments; rate, audit and pay transportation invoices; access global trade data; file customs and security documents for imports and exports; and complete numerous other logistics processes by participating in the world’s largest, collaborative multimodal logistics community. Our headquarters are in Waterloo, Ontario, Canada and we have offices and partners around the world. Learn more at www.descartes.com, and connect with us on LinkedIn and Twitter.

Global Media Contact
Cara Strohack
Tel: 226-750-8050
cstrohack@descartes.com

Cautionary Statement Regarding Forward-Looking Statements

This release contains forward-looking information within the meaning of applicable securities laws (“forward-looking statements”) that relate to Descartes’ routing, mobile and telematics solution offerings and potential benefits derived therefrom; and other matters. Such forward-looking statements involve known and unknown risks, uncertainties, assumptions and other factors that may cause the actual results, performance or achievements to differ materially from the anticipated results, performance or achievements or developments expressed or implied by such forward-looking statements. Such factors include, but are not limited to, the factors and assumptions discussed in the section entitled, “Certain Factors That May Affect Future Results” in documents filed with the Securities and Exchange Commission, the Ontario Securities Commission and other securities regulatory authorities across Canada including Descartes’ most recently filed annual and interim management’s discussion and analysis which are available under Descartes’ profile through the EDGAR website at http://www.sec.gov or through the SEDAR+ website at http://www.sedarplus.com/. If any such risks actually occur, they could, among other consequences, materially adversely affect our business, financial condition or results of operations. In that case, the trading price of our common shares could decline, perhaps materially. Readers are cautioned not to place undue reliance upon any such forward-looking statements, which speak only as of the date made. Forward-looking statements are provided for the purposes of providing information about management’s current expectations and plans relating to the future. Readers are cautioned that such information may not be appropriate for other purposes. We do not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any such statement is based, except as required by law.


FAQ

What did Descartes announce about Supergasbras on January 12, 2026 (DSGX)?

Descartes announced Supergasbras implemented its cloud route planning and fleet management solution to modernize LPG distribution operations.

How large is the Supergasbras network modernized with Descartes (DSGX)?

The network includes over 400 trucks, more than 900 people, and transports > 400,000 tons of LPG per month.

What operational improvements did Supergasbras report after the Descartes implementation (DSGX)?

Reported improvements include faster and safer route planning, fewer stockouts, lower operational costs, and greater delivery reliability.

Does the Descartes solution integrate with Supergasbras’ billing and enterprise systems (DSGX)?

Yes; the solution integrates with enterprise systems and Supergasbras’ Faton billing app to allow drivers to handle route access through invoicing in one environment.

What visibility capabilities does Descartes provide for Supergasbras’ deliveries (DSGX)?

The solution provides map-based customer views, real-time tank-level and consumption visibility, and end-to-end route execution monitoring in a single environment.
Descartes Sys Group Inc

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Software - Application
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Canada
Waterloo