Q2 2025 Raia Drogasil S/A Earnings Call (English, Portuguese) Transcript

Aug 6, 2025 / 01:00 PM GMT

Release Date Price: R$17.45 (+18.67%)

Transcript

Key Points

Positve

Raia Drogasil SA (RADLY) reported a 12% consolidated growth in gross revenue, reaching 11.7 billion.
The company achieved a milestone by surpassing 50 million active customers in the last 12 months.
Digital business continues to be a highlight, with a retail penetration of almost 25% and significant growth in digital channels.
Raia Drogasil SA (RADLY) opened 70 new stores, bringing the total to 3,271 stores in operation, without closing any pharmacies.
The company reported a record-breaking net income of 400 million, with a 10 basis point increase year on year.

Negative

Adjusted EBITDA margin dipped by 0.3% points to 7.6%, indicating some pressure on profitability.
There was a dip in gross profit of 80 basis points, attributed to factors such as lower CMAT index and increased competition.
The company faced challenges with inventory losses, particularly in high-value categories like GLP-1 drugs and skincare products.
Financial expenses increased due to a rise in the CELIC rate from 10.5% to almost 15%, impacting net profit.
Despite improvements, the company acknowledged that the gross margin remains under pressure, with losses and competitive pricing being significant factors.

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

RADL3.SA - Raia Drogasil S/A
Q2 2025 Raia Drogasil S/A Earnings Call (English, Portuguese)
Aug 06, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to our 2nd quarter earnings conference call.

It is a pleasure to be here with you.

To have this opportunity to look at our financial and operating highlights in this quarter and also it's a pleasure to be here.

And to be able to answer your questions as transparently as possible. Good morning, Flavio.

Good morning, Radouan Flavio is here with me and will support me answering your questions and giving explanations. We'll TRY and be straightforward in our presentation so that we can leave more time for the questions. We always start with our operating highlights and first and foremost we would like to say that this was a good quarter to our mind.

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