M Dias Branco SA Industria e Comercio de Alimentos (BSP:MDIA3)

Q3 2025 M Dias Branco SA Industria e Comercio de Alimentos Earnings Call (English, Portuguese) Transcript

Nov 10, 2025 / 02:00 PM GMT

Release Date Price: R$26 (-11.14%)

Transcript

Key Points

Positve

M Dias Branco SA Industria e Comercio de Alimentos (BSP:MDIA3) reported a 16% growth in revenue and a 73% increase in net revenue compared to the previous year.
The company achieved a significant EBITDA growth of 39% year-on-year, with a margin of 11.4%.
Cash generation was notably strong, with 530 million JIs generated, which is 8 times higher than the same quarter last year.
The company maintained a robust net cash position of 721 million, with a large portion of debt being long-term.
M Dias Branco SA Industria e Comercio de Alimentos (BSP:MDIA3) has been recognized for its ESG efforts, advancing in residue reduction and diversity, and maintaining transparency.

Negative

Despite the growth in EBITDA, it fell by 48% compared to the previous quarter.
The average price of products fell by 3% compared to the second quarter of 2025, largely due to a retraction in the market.
There was a reduction in volume and units sold in the cookies market, attributed to an 8% increase in average price.
The gross margin for the quarter was 32%, which is below the previous quarter's margin.
Expenses increased in nominal terms due to a 15% increase in volumes and recovery of marketing initiatives not executed in earlier quarters.

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

MDIA3.SA - M Dias Branco SA Industria e Comercio de Alimentos
Q3 2025 M Dias Branco SA Industria e Comercio de Alimentos Earnings Call (English, Portuguese)
Nov 10, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

Welcome to the video conference of MGS Branco with reference to the results of the 3rd quarter of 2025.

We have with us present today Gustavo Lopez Theodosio, Vice President of Investments and controllerships, and Fabius Cefali, director of new business and relations with investors.

We're informed that this event will be recorded and that during the presentation of the company, all of the participants will be connected only as listeners. After that, we will open up the question the question-and-answer session for analysts and investors.

The translation is invested clicking on the button interpretation

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