)
Alpargatas (ALPA4) investor relations material
Alpargatas Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved 7.5% year-over-year net sales growth in 3Q25, with consolidated net sales reaching R$1.12 billion and strong international and domestic performance.
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.
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 since 2022.
Havaianas recognized as the most desired fashion brand globally, with Lyst naming it the most desired fashion item.
Financial highlights
Gross margin improved to 52.5% from 47.7% in 3Q24, with gross profit up 18.4% to R$586 million.
Adjusted EBITDA margin rose to 22.9% from 13.2% in 3Q24, and EBITDA more than doubled to R$262 million (+110.7%).
Net profit increased to R$171 million from R$57 million in 3Q24.
Generated R$205 million in cash during the quarter, with ten consecutive quarters of positive operating cash generation totaling R$1.3 billion.
Operating expenses fell 9.5% year-over-year, mainly due to a 33% reduction in marketing spend.
Outlook and guidance
Focus on expanding specialized channels in Brazil, business model change in the U.S. with Eastman Group partnership, and disciplined pricing management across all geographies.
Management remains focused on sustainable growth, financial discipline, and scaling operations in Brazil and internationally.
Expectation for continued growth in Europe and the U.S. in 2026, with operational leverage and efficiency gains supporting profitability.
Investment plan for 2025 totals R$220 million, balancing growth and operational optimization.
Focus on inventory management and efficiency to sustain profitability.
Next Alpargatas earnings date
Next Alpargatas earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage