From September to October 2025, three out of four broad economic categories and 12 out of 25 industrial sectors surveyed showed expansion in production. Among the activities, the major positive influence was recorded by mining and quarrying industries, which increased 3.6% in October 2025, thus interrupting two consecutive months of negative results, a period in which it accumulated a reduction of 1.7%.

It is also worth highlighting the positive contributions recorded by the sectors of food products (0.9%), motor vehicles, trailers and bodies (2.0%), chemicals (1.3%), computer equipment, electronic and optical products (4.1%) and manufacture of wearing apparel and accessories (3.8%).

On the other hand, among the 13 activities that showed a decline in production, coke, petroleum products and biofuels (-3.9%) and pharmochemicals and pharmaceuticals (-10.8%) exerted the major impacts on the industry average, with the former stepping up the 0.5% drop seen in the previous month; and the latter, accumulating a loss of 19.8% in two consecutive months of decline in production, after increasing 28.6% in the May-August period of 2025.

Industrial Production Indicators by Broad Economic Category - Brazil - October 2025

Among the broad economic categories, still in comparison with the immediately previous month, in the seasonally-adjusted series, durable consumer goods, by advancing 2.7%, recorded the highest positive rate in October 2025 and offset the 1.3% decline seen in the previous month. The sectors producing capital goods (1.0%) and semi and non-durable consumer goods (1.0%) also showed advances this month, with the former accumulating a gain of 1.4% in two consecutive months of advances in production; and the latter returning to growth after recording -0.1% in the previous month, when it interrupted two consecutive months of positive rates, a period in which it accumulated expansion of 1.3%. On the other hand, the segment of intermediate goods (-0.8%) showed the only negative result in October 2025 and stepped up the 0.4% loss seen in September 2025.

Quarterly moving average changes 0.1% in the quarter ending in October

Still in the seasonally-adjusted series, the evolution of the quarterly moving average index for the overall industry showed a positive change of 0.1% in the quarter ended in October 2025 compared to the level of the previous month, after also advancing in September (0.1%) and August 2025 (0.2%), when it interrupted two consecutive months of decline: July (-0.2%) and June (-0.4%) 2025. Among the broad economic categories, still in relation to the marginal movement of this index, durable consumer goods (0.7%) and semi and non-durable consumer goods (0.6%) recorded positive rates in October 2025, with the former offsetting the loss of 0.1% recorded in the previous month; and the latter remaining on the upward trajectory that began in July 2025.

On the other hand, the segments of intermediate goods (-0.1%) and capital goods (-0.1%) recorded negative results this month, with the former interrupting the downward trend that began in March 2025; and the latter marking the sixth consecutive drop and accumulating a reduction of 2.6% in this period.

Compared to October 2024, industrial output retreats 0.5%

In comparison with the same month of the previous year, the industrial sector showed a decline of 0.5% in October 2025, with negative results in three out of four broad economic categories, 15 out of 25 sectors, 53 out of 80 groups and 53.0% of the 789 products surveyed. It is worth mentioning that October 2025 (23 days) had the same number of business days as the same month in the previous year (23).

Among the activities, the major negative influences on the overall industry were registered by coke, petroleum products and biofuels (-10.7%) and motor vehicles, trailers and bodies (-8.4%), pressed, to a great extent, by the lower production of the items diesel fuel, ethyl alcohol, motor gasoline and aviation kerosene, in the former; and car pieces, tractor trucks for trailers and semi-trailers, cars, trailers and semi-trailers and trucks, in the latter.

It is also worth highlighting the negative contributions recorded by the sectors of pharmochemicals and pharmaceuticals (-9.3%), fabricated metal products (-5.9%), electrical machinery and apparatus(-6.3%), printing and reproduction of recorded media (-18.7%), wooden products (-10.7%), chemicals (-1.0%) and leather articles, travel articles and footwear (-4.3%).

On the other hand, still in comparison with October 2024, among the ten activities that showed expansion in production, those of mining and quarrying industries (10.1%) and food products (5.3%) exerted the greatest influence on the formation of the industry average, driven mainly by the greater production of the items crude petroleum oil, raw or processed iron ores and natural gas, in the former; and concentrated orange juices, frozen, fresh or chilled beef, frozen poultry and giblets, crystallized sugar, ready-to-eat corn or cornflake-based foods, animal feed, sausage products or salami and other pork meat preparations, wheat flour and dry pasta, in the latter. Other important positive impacts were recorded by the sectors of maintenance, repair and installation of machinery and equipment (10.1%), other transportation equipment (8.3%), machinery and equipment (2.7%) and textiles (5.9%).

Capital goods and semi and non-durable consumer goods showed the highest negative results compared to October 2024

The sector producing capital goods showed a reduction of 2.9% in October 2025 compared to the same period of the previous year, the fifth consecutive negative rate in this type of comparison. In the formation of this month's index, the segment was mainly influenced by the decline observed in the group of capital goods for transportation equipment (-15.4%), largely driven by the lower production of tractor trucks for trailers and semi-trailers, trailers and semi-trailers, and trucks. It is worth highlighting that the groups of capital goods for electricity (-3.9%), for construction (-6.8%) and for industrial purposes (-0.9%) also recorded negative results this month. On the other hand, the sub-sectors of capital goods for agriculture (15.6%) and for mixed use (1.9%) registered positive impacts on the monthly index for October 2025.

Having fallen 1.6% in October 2025 compared to the same period of the previous year, the production of semi and non-durable consumer goods marked the seventh consecutive negative rate in this type of comparison. The negative performance this month was mainly explained by the decline observed in the group of fuels (-10.9%), pressured by the lower production of ethyl alcohol and motor gasoline. It is also worth mentioning the negative results recorded by the non-durable (-5.2%) and semi-durable (-4.7%) groups, influenced, to a large extent, by the lower production of medicines, in the former; and cell phones, blouses, shirts and similar items for women's use (knitted or not), women's footwear made of synthetic and leather materials, aluminum articles for domestic use, blazers, jackets and coats for women's use (knitted or not), sports shoes made of synthetic material, breeches, dungarees, shorts and the like, articles of clothing for adult use and mattresses, in the latter. On the other hand, the major positive impact was recorded by the sub-sector of food and beverages for domestic consumption (5.2%), driven, to a large extent, by the greater production of concentrated orange juices, frozen, fresh or chilled beef, frozen poultry giblets, ready-to-eat corn or cornflake-based foods, sausage products or salami and other pork meat preparations, dry pasta and fish preparations and preserves. It is also worth highlighting the positive result recorded by basic foods and beverages for domestic consumption (15.2%), influenced by the advance in the production of fillets and other fresh, chilled or frozen fish meat.

Still in comparison with the same month of the previous year, the segment of intermediate goods, by showing a negative change of 0.1% in October 2025, interrupted seven consecutive months of positive rates. This month's result was mainly explained by the declines in products associated with the activities of coke, petroleum products and biofuels (-10.6%), motor vehicles, trailers and bodies (-7.6%), fabricated metal products (-6.2%), chemicals (-1.6%), basic metals (-1.1%), non-metallic mineral products (-1.1%), rubber and plastic products (-0.4%) and pulp, paper and paper products (-0.3%), while positive pressures were recorded by mining and quarrying industries (10.1%), food products (2.1%), textiles (8.0%) and machinery and equipment (0.7%). Still in this economic category, it is also worth mentioning the results reported by the groups of typical inputs for civil construction (-3.3%), which showed the fifth consecutive negative rate; and packaging (1.0%), which marked the second consecutive advance in this type of comparison.

The sector producing durable consumer goods showed a positive change of 0.4% in October 2025 compared to the same period of the previous year, after recording an expansion of 3.1% last September, when it interrupted three consecutive months of negative rates: August (-4.1%), July (-3.6%) and June 2025 (-0.1%). This month, the sector was driven, to a large extent, by the greater manufacture of brown goods (37.5%) and motorcycles (23.8%). On the other hand, the major negative impacts were recorded by cars (-2.3%) and white goods (-6.4%). It is also worth highlighting the declines recorded by the groups of furniture (-5.7%) and other household appliances (-1.0%).

Cumulative index in the year grows 0.8%

In the cumulative index for January-October 2025, compared to the same period of the previous year, the industrial sector registered an increase of 0.8%, with positive results in two out of four broad economic categories, 14 out of 25 sectors, 43 out of 80 groups and 51.5% of the 789 products surveyed. Among the activities, the major positive influences on the overall industry were registered by mining and quarrying industries (4.7%) and machinery and equipment (6.0%), driven mainly by the greater production of crude petroleum oil and natural gas, in the former; and agricultural tractors, wall, window or transportable air conditioning units (including those of the “split system” type), forklift trucks, hydraulic tools with non-electric motors for manual use, machines for cleaning and selecting grains, machines or devices for the agricultural and livestock sector, ingot molds for foundry, harvesters and forklift trucks, in the latter. Other relevant positive contributions were made by the sectors of food products (1.0%), chemicals (2.0%), maintenance, repair and installation of machinery and equipment (9.4%), textiles (10.3%), basic metals (2.3%) and motor vehicles, trailers and bodies (1.6%). On the other hand, still in the comparison with January-October 2024, among the eleven activities that showed a reduction in production, coke, petroleum products and biofuels (-4.9%) exerted the greatest influence on the formation of the industry average, mainly pressured by the lower production of ethyl alcohol.

Among the broad economic categories, the profile of results for the ten months of 2025 showed greater dynamism for the segments of durable consumer goods (3.9%) and intermediate goods (2.1%), driven, to a large extent, by the greater production of cars (4.6%) and brown goods (5.0%), in the former; and crude petroleum oil, in the latter. On the other hand, the segment of semi and non-durable consumer goods, with a drop of 2.5%, registered the highest drop in the cumulative index in the year, mainly due to the reduction in the production of ethyl alcohol. The sector producing capital goods (-0.6%) also recorded a negative rate in the cumulative index for the period January-October 2025.