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Investor Relations14 Oct 2025
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Azzas 2154 (AZZA3) investor relations material
Azzas 2154 Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Achieved consolidated gross revenue of R$3.6 billion in 2Q25, up 10.3% year-over-year, with strong EBITDA and net income growth despite operational dispersion and macroeconomic challenges.
Celebrated one year since a major merger, consolidating the largest fashion group in Latin America, with significant progress in integration, governance, and operational alignment.
Leadership transition and management changes announced, with new executives focused on strategic integration, efficiency, and Vision 2030.
Strategic priorities include accelerating integration, focusing on core business, and expanding in underpenetrated fashion verticals and Gen Z segments.
Structural progress and efficiency gains achieved, preparing for a new growth cycle.
Financial highlights
2Q25 gross revenue reached R$3.6bn, up 10.3% year-over-year; recurring EBITDA was R$535.6mn (+9.0%), with a margin of 18.5% (+0.8 p.p.); recurring net income was R$283.7mn (+81.7%), margin 9.8%.
Accounting net income for 2Q25 was R$537.7mn (+408.2%), mainly due to reversal of tax provisions.
1H25 gross revenue was R$6.9bn (+13.0% vs. 1H24); recurring EBITDA R$963.3mn (+14.9%), recurring net income R$401.4mn (+55.6%).
Gross margin in 2Q25 was 55.9% (-0.2 p.p. vs. 2Q24); net margin improved to 9.8%, up 4.1 p.p.
Gross cash at quarter-end was R$823mn; net debt at R$2.2bn, leverage stable at 1.3x Net Debt/LTM Recurring EBITDA (pre-IFRS 16).
Outlook and guidance
Positioned for a new cycle of sustainable growth, with focus on integration, operational discipline, and capturing value creation potential.
High single-digit growth expected for multibrand channel, high-teen growth in women's apparel, and mid-teen growth in men's apparel.
Continued investment in strategic projects and efficiency gains, with further SG&A improvements and minimal one-off expenses expected.
Positive cash generation projected for Q3 and Q4, with ongoing focus on EBITDA and working capital efficiency.
Vision 2030 pillars include market share expansion, channel efficiency, and platform/ecosystem development.
How will the new leadership impact synergies?
What's the strategy for inventory efficiency?
What is driving Farm Rio's international growth?
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Next Azzas 2154 earnings date
Q3 202511 Nov, 2025
Next Azzas 2154 earnings date
Q3 202511 Nov, 2025
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