Q1 2025 Allos SA Earnings Call (English, Portuguese) Transcript
Key Points
- ALLOS SA (BSP:ALOS3) reported a 5% increase in sales for the first quarter of 2025, despite seasonal challenges.
- The company achieved a 16.4% increase in total sales in April, with same-store sales growing by 2.4%.
- ALLOS SA (BSP:ALOS3) maintained a high occupancy rate of 96.8%, which is an improvement of 50 basis points year-on-year.
- The company's net revenue increased by 5% year-on-year to BRL618 million, driven by strong lease renewals.
- ALLOS SA (BSP:ALOS3) has been included in the Sustainability Index of B3, reflecting its commitment to sustainability and corporate governance.
- The company's EBITDA growth was below guidance due to seasonal effects, growing only by 5% in the first quarter.
- The Selic rate increase from 10.75% to 14.70% posed challenges, although the company managed a 4% nominal growth in FFO.
- There is a consensus expectation of a slowdown in economic activity in the second half of the year, which could impact future performance.
- The occupancy cost increased to 11.2%, slightly higher than the previous year, due to lease resumption.
- The company faces challenges with high interest rates, impacting capital allocation and potential expansion opportunities.
Good afternoon, and thank you for standing by. Welcome to the first quarter of 2025 earnings conference Call of Allos. Today with us are Mr. Rafael Sales, CEO; Mr. Vicente Avellar, COO; and Ms. Daniella Guanabara, CFO, and IRO. This conference is being recorded. (Operator Instructions)
This conference is being broadcast simultaneously on the company's website, ri.allos.co, where you can also find the slide deck. The replay will be available right after the conference for a period of one week. Questions can only be submitted through the Zoom app. In case you are watching on the website, please e-mail your question directly to the Investor Relations team at [email protected].
We would like to inform you that any statements that may be made during the call related to the company's business perspectives, operating and financial targets are based on the company's management's beliefs and assumptions as well as on currently available information. Forward-looking statements do not guarantee performance. They involve risks, uncertainties and assumptions as they refer to future events and therefore,
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