Fleury SA (BSP:FLRY3)

Q3 2025 Fleury SA Earnings Call (English, Portuguese) Transcript

Nov 7, 2025 / 02:00 PM GMT

Release Date Price: R$15.7 (+3.97%)

Transcript

Key Points

Positve

Fleury SA (BSP:FLRY3) reported strong revenue growth of 11.5% year-over-year, reaching BRL 2.4 billion.
The B2C business unit experienced organic growth of 12.9%, demonstrating strong brand trust and market presence.
Recent acquisitions, such as Laboratorio San Lucas and FEM Laboratory, align with Fleury's strategic expansion and are expected to create significant synergies.
The company maintained a stable EBITDA margin of 27.4%, reflecting effective cost and expense management.
Fleury's diversified revenue streams and strategic geographic expansion have made the business more resilient and well-positioned for market share gains.

Negative

Net income saw a slight decline of 3%, impacted by higher interest rates and increased financial expenses.
Operating expenses increased by 15% year-over-year, with a notable rise in depreciation and amortization costs.
The B2B segment's growth was limited to 2.1%, affected by the exit of a client in the hospital sector.
The New Links segment faced challenges due to increased market supply of infusion services, affecting revenue growth.
Despite robust revenue growth, the gross profit margin decreased slightly due to higher costs in facilities and utility services.

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

FLRY3.SA - Fleury SA
Q3 2025 Fleury SA Earnings Call (English, Portuguese)
Nov 07, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone. I would like to welcome you to the Grupo Fleri conference call for the 3rd quarter 2025. Joining us today are Ms. Jean Tsui, Chief Executive Officer, Mr. Jose Filippo, Chief Financial Officer, and Mr. Renato Brown, the Investor relations officer. I would like to inform you that this event is being recorded and we are all So providing simultaneous translation into English. Initially we will present the company's results, and ensuing this, we will go on to the Q&A session. At the end of that session, Miss Susu will share her closing remarks. All figures mentioned here today are compared to the same period in 2024 unless otherwise specified and have been rounded to the nearest 1,000.

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