InRetail Peru Corp (OTCPK:INREF)

Q2 2025 InRetail Peru Corp Earnings Call Transcript

Aug 14, 2025 / 04:00 PM GMT

Release Date Price: $26.84

Transcript

Key Points

Positve

InRetail Peru Corp (INREF) achieved a 6.3% growth in consolidated revenue and a 0.9% increase in adjusted EBITDA, demonstrating resilience despite challenges.
The food retail segment posted a solid revenue growth of 9.5%, with all formats showing positive same-store sales growth.
The pharmacy unit within the pharma segment achieved a steady revenue growth of 5.3%, driven by increased demand in wellness products and sports supplements.
InRetail Peru Corp (INREF) continued to expand its network, opening 69 net new mass stores and 19 net new pharmacies during the quarter.
The company maintained a healthy financial position with a net debt to adjusted EBITDA ratio of 2.1 times, reflecting strong cash flow generation and effective debt management.

Negative

The shopping mall segment experienced a decline in revenues and adjusted EBITDA by 4.5% and 21.2% respectively, due to the temporary closure of the Real Plaza Trujillo mall.
Extraordinary expenses related to the incident in Trujillo, including medical and legal costs, impacted financial results and are expected to continue affecting the third quarter.
The distribution unit within the pharma segment saw a decline in revenues due to a drop in demand in institutional and traditional channels.
The company anticipates a more challenging consumption environment in the second half of the year due to a higher comparison basis from the previous year's pension fund withdrawals.
Operational expenses increased due to new store openings, rising logistics costs, and the implementation of a new minimum wage, affecting margins in the food retail segment.

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

INRETC1.LM - InRetail Peru Corp
Q2 2025 InRetail Peru Corp Earnings Call
Aug 14, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Yeah.

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Unidentified_2 [2]
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Good morning and welcome to In Retail Peru's 2nd quarter 2025 conference call.

At this time, all participants are in a listen-only mode, and please note this call is being recorded.

After the presentation, we will open the floor for questions.

At that time, instructions will be given as to the procedure to follow if you would like to ask the question.

Also, you can submit online questions at any time today using the chat function on the left side of the webcast platform.

And they

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