Camil Alimentos SA (BSP:CAML3)
R$ 5.31 +0.080 (+1.53%) Market Cap: 1.81 Bil Enterprise Value: 4.79 Bil PE Ratio: 6.37 PB Ratio: 0.53 GF Score: 76/100
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Q3 2024 Camil Alimentos SA Earnings Call (English, Portuguese) Transcript

Jan 10, 2025 / 02:00 PM GMT
Release Date Price: R$4.91 (-14.46%)

Key Points

Positve
  • Camil Alimentos SA (BSP:CAML3) reported a 3% increase in total net revenue, reaching BRL 3.1 billion for the quarter.
  • The company achieved higher volumes in the sugar segment due to increased exports.
  • There was an 11% year-on-year volume growth in the high-value segment, driven by all products in the category.
  • The pasta category continued to show good profitability, with confidence in growth through new product launches.
  • Camil Alimentos SA announced its entry into the Paraguayan rice market, aligning with its strategic plan to manage operations without owning rural properties.
Negative
  • Adjusted EBITDA decreased by 21% from the previous year, with a margin of 6.3%.
  • There was a 7% year-on-year and 9% sequential reduction in volumes, mainly due to lower grain volumes.
  • The company faced challenges in profitability within the domestic retail segment.
  • Cost of goods sold increased by 6%, impacting gross profit margins.
  • Net debt stood at BRL 4.1 billion, with a net debt to EBITDA ratio of 4.2 times, indicating high leverage.


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

CAML3.SA - Camil Alimentos SA
Q3 2024 Camil Alimentos SA Earnings Call (English, Portuguese)
Jan 10, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the comments on the results of the third quarter ending in November 2024. On slide 2, we highlight the categories of operation and the main indicators for the quarter. Our total net revenue for the period stood at 3.1 billion burials, an increase of approximately 3% over the same period last year adjusted EBITA amounted to 196 million down 21% from third quarter. 23 with a margin of 6.3% in volumes. We saw a reduction of 7% year on year and 9% sequentially mainly due to lower volumes in grades.

We will go into this in more detail in the next slides.

Moving on to slide 3. As for Brazil's operating highlights, we start with a high turnover segment made up of grains and sugar. We
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