Q2 2026 Grupo Casas Bahia SA Earnings Call (English, Portuguese) Transcript
Key Points
- Net revenue grew 1.6% year-over-year, with online 1P sales advancing 15.3%.
- Adjusted EBITDA reached BRL518 million, with a margin of 7.4%.
- Positive cash generation of BRL798 million, driven by inventory reduction.
- Leverage remained stable compared to the first quarter.
- The company has a strong commercial scale and interdependence with suppliers, which may facilitate negotiations during judicial recovery.
- Adjusted net loss of BRL988 million, though improved from the first quarter.
- Non-recurring impacts of BRL9.1 billion, including a deferred income tax adjustment and restructuring costs.
- Macroeconomic challenges, including high interest rates and credit restrictions, have pressured sales and profitability.
- The company filed for judicial recovery (Chapter 11 equivalent) due to tight liquidity and structural liabilities.
- Closed 298 stores, reducing revenue and requiring significant restructuring expenses.
Good morning, everyone. Thank you for waiting. Welcome to the earnings call for the second quarter of 2026 at Grupo Casas Bahia. (Operator Instructions) I would like to know that this earnings call is be recorded and will be provided on the company's IR website, ir.grupocasasbahia.com.br, where you can find the full material for earnings call. It's worth -- it's possible to also download the presentation and the chat icon in English as well. (Operator Instructions)
The information in this presentation and possible statements that could be made during business perspectives and financial and operational targets for the company represents the assumption and beliefs of the company's administration as management as well as based on the information currently available. Future statements cannot guarantee of performance. They involve risk, uncertainties, and assumptions and involve future risks that could or not occur. Investors must comprehend that general economic conditions and other operational factors could affect the company's future performance and mature results that differ materially from those
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