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4 days ago
22
GuruFocus News
Mon, May 12, 2025, 2:00 PM 3 min read
Release Date: May 09, 2025
For the implicit transcript of the net call, delight notation to the afloat net telephone transcript.
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Camil Alimentos SA (BSP:CAML3) reported a grounds yearly gross of BRL12.3 billion, marking a 9% year-on-year increase.
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The institution achieved a important measurement maturation successful the precocious worth category, including fish, pasta, coffee, and cookies, with an 18% summation successful Q4 2024 and 11% for the year.
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Camil Alimentos SA maintained its presumption arsenic the fig 1 subordinate successful marketplace stock successful the authorities of Minaerais with the Santa Aalia brand.
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The institution completed its capableness enlargement for java and is advancing its income maturation strategy for the Union brand, which holds implicit 4% marketplace stock successful cardinal regions.
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Internationally, Camil Alimentos SA posted a 10% measurement maturation successful Q4 2024, contempt an 8% yearly decline, with terms increases boosting conception gross and profitability.
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The institution faced challenges successful the home sweetener market, with a diminution successful sweetener volumes owed to precocious competitiveness.
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EBITDA for Q4 2024 stood astatine BRL194 million, down 24% compared to the erstwhile year, with a borderline of 6.5%.
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Camil Alimentos SA's nett indebtedness reached 2.7 billion, with a nett indebtedness to EBITDA ratio of 3 times, indicating a important leverage.
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Cost of goods sold accrued by 17% successful the quarter, impacting profitability, peculiarly successful the precocious worth segment.
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The institution experienced an 8% diminution successful yearly planetary volumes, chiefly owed to little exports from Uruguay.
Q: Can you elaborate connected the factors driving the 11% summation successful nett gross for Q4 2024? A: The summation successful nett gross to BRL 3 cardinal was chiefly driven by maturation successful our high-value operations successful Brazil, peculiarly successful the java segment, which saw important terms increases. Additionally, our precocious turnover segment, including grains and sugar, contributed to this maturation contempt challenges successful sweetener volumes. - Flaview, CFO
Q: What are the main challenges you faced successful the sweetener segment, and however are you addressing them? A: The sweetener conception faced a challenging script owed to precocious competitiveness successful the home retail market, which impacted profitability and volumes. We are focusing connected maintaining profitability successful grains and leveraging precocious atom prices to thrust gross successful the precocious turnover segment. - Unidentified Executive
Q: How did the high-value class perform, and what are your aboriginal plans for this segment? A: The high-value category, which includes fish, pasta, coffee, and cookies, recorded an 18% measurement maturation successful Q4 2024. We are expanding our pasta accumulation capableness and optimizing mill use, focusing connected expanding volumes to caller regions. Our java conception is besides seeing maturation with the Union brand, and we are introducing caller packaging and gourmet options. - Unidentified Executive
English (US) ·