Camil Alimentos SA (BSP:CAML3)
R$ 4.98 -0.24 (-4.6%) Market Cap: 1.70 Bil Enterprise Value: 5.58 Bil PE Ratio: 6.23 PB Ratio: 0.49 GF Score: 75/100
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Q4 2024 Camil Alimentos SA Earnings Call (English, Portuguese) Transcript

May 9, 2025 / 02:00 PM GMT
Release Date Price: R$4.39 (-1.13%)

Key Points

Positve
  • Camil Alimentos SA (BSP:CAML3) reported a record annual revenue of BRL12.3 billion, marking a 9% year-on-year increase.
  • The company achieved a significant volume growth in the high value category, including fish, pasta, coffee, and cookies, with an 18% increase in Q4 2024 and 11% for the year.
  • Camil Alimentos SA maintained its position as the number one player in market share in the state of Minaerais with the Santa Aalia brand.
  • The company completed its capacity expansion for coffee and is advancing its sales growth strategy for the Union brand, which holds over 4% market share in key regions.
  • Internationally, Camil Alimentos SA posted a 10% volume growth in Q4 2024, despite an 8% annual decline, with price increases boosting segment revenue and profitability.
Negative
  • The company faced challenges in the domestic sugar market, with a decline in sugar volumes due to high competitiveness.
  • EBITDA for Q4 2024 stood at BRL194 million, down 24% compared to the previous year, with a margin of 6.5%.
  • Camil Alimentos SA's net debt reached 2.7 billion, with a net debt to EBITDA ratio of 3 times, indicating a significant leverage.
  • Cost of goods sold increased by 17% in the quarter, impacting profitability, particularly in the high value segment.
  • The company experienced an 8% decline in annual international volumes, primarily due to lower exports from Uruguay.


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

CAML3.SA - Camil Alimentos SA
Q4 2024 Camil Alimentos SA Earnings Call (English, Portuguese)
May 09, 2025 / 02:00PM GMT

=====================
Presentation
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Unidentified_1 [1]
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Hello and welcome to the comments on the results for the fourth quarter in full year 2024 ended February 2025.

On slide 2, we highlight our operating categories and key indicators for the quarter and the year.

Our operations resulted in net revenue of BRL3 billions in Q4 24, and a record annual revenue of BRL12.3 billions, up 11% and 9% respectively year on year.

We achieved avita of 193 million in the quarter with a margin of 6.5% and 907 million barrels for the year, with a margin of 7.4%. In terms of volumes, we've reached 458,000 tons in the quarter and 2.1 million tons in the year, with a highlight being the growth of high value operations in Brazil.

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