BRF SA (BSP:BRFS3)

R$ 21.75 -0.41 (-1.85%) Market Cap: 34.84 Bil Enterprise Value: 47.24 Bil PE Ratio: 8.91 PB Ratio: 2.17 GF Score: 56/100

Q1 2025 BRF SA Earnings Call Transcript

May 16, 2025 / 01:30 PM GMT

Release Date Price: R$20.78 (+0.78%)

Transcript

Key Points

Positve

BRF SA (BRFS) reported a profit of 1.2 billion reais, doubling the profit from the same period last year.
Net revenue increased by 16% to 15.5 billion reais compared to the first quarter of 2024.
The company achieved a record first-quarter EBITDA of 2.8 billion reais, marking a 30% increase from the previous year.
BRF SA (BRFS) reached the lowest leverage in its history at 0.54 times EBITDA.
The BRF Plus program delivered 305 million reais in efficiency gains, contributing to continuous improvement across operations.

Negative

The avian flu outbreak led to temporary market closures, including China, impacting export dynamics.
There is uncertainty regarding the regionalization agreements and their effectiveness in mitigating the impact of avian flu on exports.
The company faces challenges in maintaining stable pricing and demand dynamics amid fluctuating market conditions.
Despite growth, there is a need for further investment to enhance capacity and meet increasing demand.
The company is still working on improving efficiency and sees room for further enhancements in logistics and service levels.

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

BRFS3.SA - BRF SA
Q1 2025 BRF SA Earnings Call
May 16, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen.

Welcome to our BRF earnings conference call regarding the results of the first quarter of 2025. This conference has been recorded and replay can be checked on the website of the company. The presentation is also available for download. Right now, all the participants are connected as listeners and then we will start our Q&A session when more instruction will be provided. Before considering continuing, I would like to say that the perspective information has the basis, the beliefs and the administration of PRF and the current of information for the company. These declarations. Involve risks and uncertainties. Bear in mind that we talk about future events, therefore depend on circumstances that can or not occur.

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