Fleury SA (BSP:FLRY3)

Q1 2025 Fleury SA Earnings Call (English, Portuguese) Transcript

May 9, 2025 / 02:00 PM GMT

Release Date Price: R$12.46 (-5.46%)

Transcript

Key Points

Positve

Fleury SA (BSP:FLRY3) reported a gross revenue increase of 6.5% in Q1 2025 compared to the same period in 2024, reaching BRL 2.2 billion.
The company has successfully implemented digital scheduling, which now accounts for a significant portion of appointments, reducing call center costs by an estimated BRL 26 million.
Fleury SA's net profit grew by 6.7% in Q1 2025, with a net margin of 8.9%, indicating strong financial performance.
The company has maintained a healthy EBITDA margin of 27.2%, consistent with the previous year, showcasing operational efficiency.
Fleury SA continues to diversify its revenue streams, with new business units contributing to 9% of total revenue, enhancing resilience against macroeconomic challenges.

Negative

The B2B segment experienced a contraction of 1.9% in gross revenue due to the loss of a hospital contract and a strong comparison base from the previous year.
There is a noted impact on profitability from increased costs in direct materials and services, reflecting higher expenses for high-cost medications.
The company faces challenges in the macroeconomic environment, including high interest rates, which affect capital allocation and acquisition opportunities.
Fleury SA's lab-to-lab business has a structurally lower margin compared to service units, which could impact overall profitability.
The competitive landscape remains challenging, particularly in the intermediary segment, where the company aims to expand its market share.

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

FLRY3.SA - Fleury SA
Q1 2025 Fleury SA Earnings Call (English, Portuguese)
May 09, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning la ladies and gentlemen. We welcome you to the teleconference to disclose the results of Grupo Fleury in the first quarter of 2025. Today we have Mrs. Gianni Tutsui, President of the company, Mr. Jose Filippo, executive director for the finances, and Mr. Renato Brown, investors relations director.

I'd like to inform that this event is being recorded and that we are also providing simultaneous translation into English. First, we'll disclose the results of the company.

And posteriorly will start the Q&A session. At the end of this session, Mrs. Gianni will make her final remarks.

All the numbers that we mentioned today are compared to the same period in 2024, except when specified, and

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