Raia Drogasil SA (BSP:RADL3)
R$ 14.04 +0.030 (+0.21%) Market Cap: 24.05 Bil Enterprise Value: 31.31 Bil PE Ratio: 22.43 PB Ratio: 3.71 GF Score: 82/100

Q4 2024 Raia Drogasil S/A Earnings Call Transcript

Feb 26, 2025 / 01:00 PM GMT
Release Date Price: R$18.29 (-0.65%)

Key Points

Positve
  • Raia Drogasil SA (RADLY) opened 300 new pharmacies in 2024, contributing to a total of 3,300 operational pharmacies by year-end.
  • The company achieved a 15.1% year-on-year increase in gross revenue, reaching BRL 41.8 billion.
  • Digital operations saw significant growth, with a 41.7% rise, contributing BRL 7.1 billion in sales.
  • Raia Drogasil SA (RADLY) maintained a high Net Promoter Score (NPS) of 91, indicating strong customer satisfaction.
  • The company plans to open between 230 and 250 new stores in 2025, indicating continued expansion and confidence in market growth.
Negative
  • There was a slowdown in the fourth quarter, with top-line performance falling short of expectations.
  • Cosmetics sales declined in the fourth quarter, impacted by weaker Black Friday sales and poor performance in sunscreen products.
  • The gross margin decreased by 30 basis points year-over-year, partly due to changes in tax regimen and category mix effects.
  • Raia Drogasil SA (RADLY) experienced increased selling expenses, particularly due to personnel adjustments and seasonal marketing costs.
  • The company's stock performance saw a 25% decline, underperforming the broader market index Bovespa, which decreased by 10%.


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

RADL3.SA - Raia Drogasil S/A
Q4 2024 Raia Drogasil S/A Earnings Call
Feb 26, 2025 / 01:00PM GMT

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Presentation
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All after Hello everyone.

Thank you for standing by.

And welcome to ID Sauddi's 4th quarter 2024 earnings conference call.

This presentation is available on our investor relations website.

I dotDauddi dotcom dotr where a recording of this call will also be made available later.

During the presentation, all of the participants will be in a listen-only mode.

After that, we will open the floor for a Q&A session.

Before we begin, we'd like to clarify that any statements made during this call regarding the company's business outlook, forecast, and operational or financial goals reflect the beliefs and assumptions of RD Saudi's management as well as the information
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