Minerva SA (OTCPK:MRVSY)

Q4 2024 Minerva SA Earnings Call (English, Portuguese) Transcript

Mar 20, 2025 / 12:00 PM GMT

Release Date Price: $4.3

Transcript

Key Points

Positve

Minerva SA (MRVSY) achieved record gross revenue of BRL 11.4 billion in Q4 2024 and BRL 36.3 billion for the year.
The company reported a record EBITDA of BRL 944 million in Q4 2024, with an EBITDA margin of 8.8%.
Free cash generation was a highlight, reaching BRL 990 million in Q4 and totaling BRL 2.4 billion for the year.
Minerva SA (MRVSY) successfully integrated new plants in Brazil, Argentina, and Chile, enhancing its operational footprint.
The company maintained a robust cash position of BRL 14.5 billion, providing a comfortable buffer for future challenges.

Negative

Net leverage increased to 3.7 times net debt over adjusted EBITDA due to the acquisition of new assets.
The utilization rate of new assets was below the historical average, impacting profitability.
Net profit was negative at BRL 1.6 billion for the quarter, affected by non-cash FX variations.
The integration of new assets is still ongoing, with some plants not yet operational, delaying full capacity utilization.
The company faces geopolitical and macroeconomic risks that could impact future performance.

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

BEEF3.SA - Minerva SA
Q4 2024 Minerva SA Earnings Call (English, Portuguese)
Mar 20, 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's 4th quarter earnings release conference call.

Joining us today are Mr. Fernando Galetti deerra, CEO, and Mr. Edison Tickley, CFO and IRO.

This presentation is being recorded and simultaneous translation is available by clicking on the interpretation button.

If you're listening to the video conference in English, you have the option to mute the original audio in Portuguese by clicking on mute original audio. The presentation is available for download at RI. Minervafoods.com in the presentation tab.

During the company's presentation, participants will be on a listen-only mode. The question and answer session will begin once the

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