Blau Farmaceutica SA (BSP:BLAU3)

Q3 2025 Blau Farmaceutica SA Earnings Call (English, Portuguese) Transcript

Nov 5, 2025 / 02:00 PM GMT

Release Date Price: R$9.64 (-2.03%)

Transcript

Key Points

Positve

Blau Farmaceutica SA (BSP:BLAU3) achieved an 8th consecutive increase in gross margin, reaching 41%, driven by the successful turnaround of the Bergamo acquisition.
The company reported a significant growth in accounting net income, reaching 106 million, a 52% increase compared to the previous year.
Blau Farmaceutica SA has completed the validation and qualification of two new production lines, which are expected to contribute to results starting in the first quarter of 2026.
The aesthetics business unit showed strong performance with an 11% growth in launches and the introduction of new products like the village line with hyaluronic acid.
The company is investing in transformational projects, including monoclonal antibodies and increased production capacity, supported by a ¬52 million investment from Protea.

Negative

Blau Farmaceutica SA faced limited production capacity in some medication classes, impacting the hospital segment's performance.
There was a drop in revenue from the public channel due to its natural volatility, although public revenue grew by 4% over the last 12 months.
The recurring EBITDA margin decreased by 80 basis points compared to the third quarter of 2024, affected by higher SG&A and R&D expenses.
The company had to make an inventory provision of 8 million due to higher plasma collection costs, impacting gross margin.
Blau Farmaceutica SA is experiencing challenges with working capital and inventory levels, which are currently above normal due to preparation for new production lines.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BLAU3.SA - Blau Farmaceutica SA
Q3 2025 Blau Farmaceutica SA Earnings Call (English, Portuguese)
Nov 05, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to the earnings call for the 3rd quarter of Blaud Pharmaceutica. We're live at the Blau studios in Sao Paulo with Marcelo Hun, our CEO and founder Douglas Rodriguez, our CFO and investor relations, and myself, Maels Fujisa are the investor relations. Our call is going to take place in Portuguese with simultaneous translation into English, and it'll be available.

As quick as possible on the company's IR website. At the end of the presentation, we're going to have Q&A with a priority for sell side analysts. Analysts who want to ask questions must select the click raise hand function on the Zoom platform at the bottom part of your center of the screen.

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