Sendas Distribuidora SA (MEX:ASAI)
MXN 133.8 (0%) Market Cap: 36.05 Bil Enterprise Value: 107.60 Bil PE Ratio: 15.96 PB Ratio: 2.43 GF Score: 85/100
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Q1 2025 Sendas Distribuidora SA Earnings Call (English, Portuguese) Transcript

May 9, 2025 / 02:00 PM GMT
Release Date Price: MXN133.8

Key Points

Positve
  • Sendas Distribuidora SA (ASAIY) was listed by Deloitte as one of the 100 biggest retailers in the world, marking the first time a Brazilian company has entered this ranking.
  • The company achieved a revenue growth of 7.8% in the first quarter, reaching 20.3 billion, despite challenging market conditions.
  • Sendas Distribuidora SA (ASAIY) demonstrated strong cash generation, with operational cash generation of 3.1 billion and a free cash flow generation of 1.6 billion.
  • The company successfully reduced its net debt from 13.8 billion to 13.4 billion, showing effective financial management.
  • Sendas Distribuidora SA (ASAIY) maintained a strong focus on ESG initiatives, with significant achievements in diversity and social responsibility, including 48% of leadership positions held by black individuals and 25% by women.
Negative
  • Same-store sales growth was below the inflation rate, primarily due to a strong trade-down effect and consumer choices, particularly among lower-income customers.
  • The company faced challenges with trade-down effects and shifts in consumer behavior, especially in the northeast region of Brazil.
  • Despite revenue growth, the sales in the same store sales were only at a level of 5.5%, which is below the inflation rate.
  • The company had to adjust its expansion plans, postponing some developments and projects due to increased interest rates and the cost of capital.
  • There is skepticism in the market about whether the converted hypermarket stores can operate within a cash and carry standard of expenses, given their operational costs and location.


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

ASAI3.SA - Sendas Distribuidora SA
Q1 2025 Sendas Distribuidora SA Earnings Call (English, Portuguese)
May 09, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Morning everyone, and thank you for waiting. Welcome to the earnings call for the SIE first quarter results.

For those of you who need simultaneous translation, we have this tool available on our platform.

It's like the icon, the globe icon in the bottom part.

And choose interpretation where you may select English or Portuguese.

Please note that this earnings calls being recorded and will be provided on the company's IR website.

Online.

Where you can also already find the earnings released.

During the presentation, all participants will have their mics off.

Soon after, we'll begin the Q&A session.

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