Raia Drogasil SA (BSP:RADL3)
R$ 13.36 -0.27 (-1.98%) Market Cap: 22.89 Bil Enterprise Value: 30.15 Bil PE Ratio: 21.34 PB Ratio: 3.53 GF Score: 82/100
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Q1 2025 Raia Drogasil S/A Earnings Call (English, Portuguese) Transcript

May 7, 2025 / 01:00 PM GMT
Release Date Price: R$16.58 (-14.76%)

Key Points

Positve
  • Raia Drogasil SA (RADLY) opened 75 new pharmacies in the first quarter, indicating expansion efforts.
  • The company achieved a significant increase in digital sales, growing by 40% to reach 2.2 billion in sales.
  • Raia Drogasil SA (RADLY) gained market share, increasing from 16.2% to 16.6%, despite overall market growth being below expectations.
  • The company maintained a high Net Promoter Score (NPS) of 90, reflecting strong customer satisfaction.
  • Raia Drogasil SA (RADLY) is focusing on digital and omnichannel strategies, with digital channels accounting for 22% of sales, enhancing customer engagement and sales potential.
Negative
  • The company's first-quarter sales and gross margin fell short of expectations, impacting EBITA and net income.
  • Raia Drogasil SA (RADLY) experienced a decrease in gross margin by 60 basis points, partly due to increased losses from shoplifting and expired products.
  • The company faced challenges from a calendar effect, with one fewer business day impacting sales across industries.
  • There was a noted decrease in the performance of Health and Beauty Care (HBC) products compared to prescription medications, affecting overall sales mix.
  • Raia Drogasil SA (RADLY) had to implement cost-cutting measures, including personnel reductions, to address financial pressures and improve efficiency.


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

RADL3.SA - Raia Drogasil S/A
Q1 2025 Raia Drogasil S/A Earnings Call (English, Portuguese)
May 07, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Will be available on our investor relations website at RI.rdsAud dotcom dot where the replay of this conference will also be made available later.

All participants will be in a listen-only mode during the presentation. After the presentation, we will begin the question and answer session.

Before proceeding, I'd like to mention that forward-looking statements are being made under the safe harbor of the Securities Litigation Reform Act of 1,996. Forward-looking statements are based on the beliefs and assumptions of RD Sauda's management and on information currently available to the company.

Forward-looking statements are not guarantees of performance. They involve risks, uncertainties, and
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