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Alpargatas (ALPA4) investor relations material
Alpargatas Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Achieved 7.5% year-over-year net sales growth in 3Q25, with strong international and domestic performance and continued market share gains in Brazil, especially in specialized channels and new product segments like men's and kids' lines.
Achieved record quarterly consolidated Adjusted EBITDA of R$256 million, with R$253 million from Havaianas, and highest nine-month consolidated EBITDA of R$654 million, despite lower volumes than 2021.
Net income reached R$171 million, up 199% year-over-year, with adjusted net income of R$174 million (+131%).
Significant efficiency gains and cost reductions, including a 17% decrease in fixed expenses compared to 2022.
Recognized as the most desired fashion brand globally, with Havaianas named the most desired fashion item, reflecting successful brand-building and marketing efforts.
Financial highlights
Consolidated net sales reached R$1.12B in 3Q25, up 7.5% year-over-year, with gross profit up 18.4% to R$586M and gross margin up 4.8pp to 52.5%.
EBITDA more than doubled to R$262M (+110.7%), with margin rising 11.5pp to 23.4%; adjusted EBITDA margin improved 9.7pp to 22.9%.
Net profit increased to R$171 million from R$57 million in 3Q24.
Cash generation in 3Q25 was R$205M, up from R$174M in 3Q24, marking ten consecutive quarters of positive operating cash generation and over R$1.3 billion accumulated.
Net cash position improved to R$399 million, up R$205 million sequentially.
Outlook and guidance
Focused on three main growth levers for 2026: expanding specialized channels in Brazil, transitioning the US business model to a distributor partnership, and disciplined pricing management.
Expectation of continued growth in Europe and the US, with operational improvements and expanded distribution expected to drive future profitability.
Investment plan for 2025 totals R$220 million, balancing growth and operational optimization.
No formal quantitative guidance provided, but management expects efficiency gains and operational leverage to support sustainable margins, subject to commodity and FX volatility.
Rothy's Same Store Sales decline drivers?
Key international growth drivers for 2026?
Capital reduction: How does it optimize structure?
Rothy's: Why not full acquisition?
US model change: Expected impact on profitability?
Gross margin: What makes it sustainable?
US model change: expected EBITDA contribution
Brazil gross margin: key sustainability drivers?
Rothy's: strategic role in Alpargatas' portfolio?
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Next Alpargatas earnings date
Q4 202513 Feb, 2026
Next Alpargatas earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Alpargatas S.A. is a footwear and apparel company known for designing, manufacturing, and marketing casual and lifestyle products. The company’s portfolio includes well-known brands such as Havaianas, known globally for its flip-flops, as well as other footwear and fashion lines. Alpargatas operates through retail, wholesale, and e-commerce channels, serving domestic and international markets. The company is headquartered in São Paulo, Brazil, and its shares are listed on the B3.
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