Q4 2024 Ourofino SA Earnings Call Transcript
Key Points
- Ourofino SA (BSP:OFSA3) achieved a 14% growth in 2024, excluding the impact of foot-and-mouth disease, with a spectacular 26% growth in the fourth quarter.
- The company successfully launched seven new products in 2024, including innovative vaccines and stress-reducing products for animals.
- The Poultry and Swine business unit experienced over 30% growth, marking the greatest growth in the company's history.
- Ourofino SA (BSP:OFSA3) maintained a strong cash generation, with BRL73.9 million in cash flow, allowing for future investments without increasing leverage.
- The company achieved a gross margin of 51.4% for the year, surpassing historical margins, and maintained expenses below inflation, contributing to profitability.
- International operations faced challenges, particularly in Mexico, which impacted growth despite positive performances in other countries.
- The company experienced pressure on inventory levels, which is part of their strategy but could pose risks if not managed effectively.
- Despite the positive results, the competitive market environment remains a significant challenge for Ourofino SA (BSP:OFSA3).
- There is uncertainty regarding the potential for product growth in international markets due to the time-consuming registration processes.
- The company did not provide guidance on the potential growth of newly launched products, which may leave investors seeking more clarity.
Good morning everybody. Welcome to the webinar of Ouro Fino S.A., where we are going to bring you the results of the fourth quarter of the year 2024. My name is Kleber Gomes and we are here with Marcelo Da Silva.
To begin with our webinar, I would like to invite Mr. Kleber Gomes, to give you an overview of our business.
Good morning. Marcelo, we are in different places. Today, I'm talking from a network room. I hope we don't have any problems due to this. So good morning, everybody. It's a pleasure to be here with you and deliver the results that we had in 2024, a year full of challenges, but as Marcelo already mentioned, year that was very positive.
I've been in the Presidency for years in the first year we had years that were impacted by the
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