Kim Kataguiri: Now take a look at who is paying this bill.
Kim Kataguiri: 9 million CNPJs were delinquent, owing 229 billion and 900 million reais.
In 2025... 2,466 entered judicial recovery, a record for the recovery monitor.
Kim Kataguiri: In the first quarter of 2026, there were 5,931 companies in recovery, 22% above a year earlier.
Kim Kataguiri: Of those that left the judicial recovery process, 29% ended in bankruptcy.