Q3 2025 Minerva SA Earnings Call (English, Portuguese) Transcript

Nov 6, 2025 / 12:00 PM GMT

Release Date Price: €4.48 (+6.16%)

Transcript

Key Points

Positve

Minerva SA (MRVSY) achieved record gross revenue of BRL16.3 billion and record EBITDA of BRL1.4 billion in Q3 2025, with a NIBITA margin of 8.9%.
The company successfully completed the integration of newly acquired assets ahead of schedule, reflecting operational efficiency and strong team commitment.
Exports accounted for 61% of consolidated gross revenue in the quarter, highlighting the importance of international markets as a key operational driver.
Minerva SA (MRVSY) reduced net leverage to 2.5 times net debt over EBITDA, the lowest level since 2022, demonstrating financial discipline.
The company maintained a solid cash position of BRL14.9 billion and carried out a successful debenture issuance totaling BRL2 billion to reinforce its capital structure.

Negative

The gross margin was negatively impacted by a 25% increase in cattle prices compared to the previous quarter.
There is uncertainty regarding the impact of potential Chinese import measures, which could affect future export volumes.
The company faces challenges in maintaining its current inventory levels and may need to adjust its strategy based on market conditions.
Minerva SA (MRVSY) has not yet fully implemented increased quotas for Argentina, which could affect future export potential.
The company is exposed to foreign exchange variation, with 67% of total debt subject to FX fluctuations, requiring strict hedging policies.

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

BEEF3.SA - Minerva SA
Q3 2025 Minerva SA Earnings Call (English, Portuguese)
Nov 06, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen.

Welcome to Minerva Foods earnings video conference for the 3rd quarter of 2025. Joining us today are Mr. Fernando Galeci dequiros, CEO, and Mr. Edison Tickley, CFO and CR.

Please note that this presentation is being recorded and translated simultaneously. To listen to the translation, click the interpretation button. For those listening to the conference in English, you may mute the original audio by selecting mute original audio. The presentation is also available for download at RI. Minervafoods.com/EN under presentations.

During the company's presentation, all participants will be muted. Following the presentation, we'll begin a Q&A session. To ask questions

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