Raia Drogasil SA (OTCPK:RADLY)

Q3 2025 Raia Drogasil S/A Earnings Call (English, Portuguese) Transcript

Nov 5, 2025 / 01:00 PM GMT

Release Date Price: $3.64 (-0.80%)

Transcript

Key Points

Positve

Raia Drogasil SA (RADLY) achieved a 15.5% growth in its core retail business, surpassing previous expectations.
The company maintained a healthy level of expenses, keeping costs under control from the second to the third quarter.
Raia Drogasil SA (RADLY) reported a strong EBITDA margin of 7.5%, which is consistent and solid compared to historical performance.
The company expanded its operational footprint with 3,453 units, including 88 new openings, and reached 51 million active customers.
Digital revenue saw a significant increase, with a 62% growth in the digital business and a penetration rate of 27%.

Negative

There was a 17% drop in revenue for the 4 bio segment, attributed to distribution challenges and conservative growth strategies.
The company faced logistical issues in some distribution centers, leading to excess inventory and operational challenges.
Raia Drogasil SA (RADLY) experienced a year-over-year margin dilution of 20 basis points due to tax benefits not recurring this year.
The company had to manage the impact of GLP-1 drugs on working capital, with installment payment plans affecting receivables.
Despite improvements, there are still pressures on gross margins due to competitive pricing in the HBC segment and the impact of GLP-1 drugs.

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

RADL3.SA - Raia Drogasil S/A
Q3 2025 Raia Drogasil S/A Earnings Call (English, Portuguese)
Nov 05, 2025 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello, ladies and gentlemen, and thank you for standing by. Welcome to RD Saude's 3rd quarter of 2025 earnings call.

The slide deck can be found at the company's investor relations website at R.RDSUE.com.br.

This conference replay will also be made available later at the website.

All participants will be on a listen-only mode during the company's presentation. After the presentation, we will have a Q&A session.

Before we begin, we would like to inform you that forward-looking statements are being made under the safe harbor of the Securities Litigation Reform Act of 1,996. Forward-looking statements are based on the company's management's beliefs and assumptions, as well as on

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.