Marfrig Global Foods SA (BSP:MBRF3)

Q3 2025 Marfrig Global Foods SA Earnings Call Transcript

Nov 14, 2025 / 01:00 PM GMT

Release Date Price: R$24.4 (+11.98%)

Transcript

Key Points

Positve

Net sales increased by 12.2% to $3.6 billion compared to the previous year.
Strong beef demand continues despite record retail prices, supporting better margin structures.
USDA reported significant increases in live cattle prices and comprehensive cutout values, indicating strong market conditions.
The company is encouraged by signs of herd retention, which could stabilize future cattle supplies.
Marfrig Global Foods SA (MBRFY) has a diversified portfolio, which helps mitigate risks associated with market fluctuations.

Negative

Sales volume decreased by 6.3% compared to the same period last year.
EBITDA was 6.4% lower than the previous year, with a margin of only 2%.
Record cattle prices have not been fully offset by increased boxed beef prices, impacting profitability.
The cyclical decline in cattle supplies, exacerbated by drought conditions, has led to reduced capacity utilization.
Some asset sales in the South American beef business did not proceed due to regulatory issues, affecting portfolio optimization efforts.

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

MBRF3.SA - Marfrig Global Foods SA
Q3 2025 Marfrig Global Foods SA Earnings Call
Nov 14, 2025 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Sing televi pontoon com.

To connect commo vis JPY initia moss.

Stone presents nas tale conferencia usor Miguelguar CO usorchin Klein CO operao arche usor Jose nacoseria CFO Yimor Fabio Mariano vice Presidential Mercado jalaoifuurusiosa halaosaria pasara la brosor Miguel queraiso present pursor Miguelpo prose.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Bongjie Ag teleconferences.

Esposa.

Numerous strategic performance.

Billion.

Iso responsibility for portfolio.

Frost aguarium plata farma much protein

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.