Rede d or Sao Luiz SA (BSP:RDOR3)

Q1 2025 Rede D'Or Sao Luiz SA Earnings Call Transcript

May 8, 2025 / 02:00 PM GMT

Release Date Price: R$33.7 (+6.98%)

Transcript

Key Points

Positve

Rede d or Sao Luiz SA (BSP:RDOR3) reported a gross revenue of 14.1 billion BRL, marking a 7% growth year-on-year.
The company achieved an EBITDA of 2.3 billion BRL, reflecting a 22% increase year-on-year, with a margin of 17.7%.
Operational cash generation was strong at 3.2 billion BRL, an 86% growth year-on-year, contributing to a reduction in leverage.
The company expanded its operational beds to 10,356, showing a growth of over 500 beds within the year.
Rede d or Sao Luiz SA maintained a competitive average debt cost of CDI plus 0.9%, with an average maturity of 5.5 years.

Negative

The company faced lower frequencies in the first two months of the year, impacting operational performance.
A significant contract in Rio de Janeiro was discontinued, affecting revenue streams.
There was a drop in the average ticket by 1.3% compared to the previous quarter.
Total costs increased by 10% year-on-year, which could pressure margins if not managed effectively.
The company experienced a net income drop in the hospital services segment, with a margin of 23.8%.

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

RDOR3.SA - Rede D'Or Sao Luiz SA
Q1 2025 Rede D'Or Sao Luiz SA Earnings Call
May 08, 2025 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning everyone. Welcome to the earnings hall of the first quarter of 2025 of Rador.

Here with us today, Mr. Paolo Mo, President Rodrigo Gavina, CEO of hospitals.

Otave Lascano, VP of Finance and Investor Relations, and Raquel Reiss, CEO of Healthcare and Dental of Suamerica.

This event should take about one hour and the recording will be available at the IR website of the company.

After this presentation, we will start with the Q&A session. You will receive further instructions before continuing.

Any forward-looking statements that are done in this earnings call in regards to the business projections, operational goals, financial goals are based on premises and beliefs of

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.