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Blau Farmacêutica (BLAU3) investor relations material

Blau Farmacêutica Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary6 Aug, 2025

Executive summary

  • Recurring EBITDA grew 34% year-over-year to BRL 122 million, with margin reaching 26.3%, the highest since 1Q23, and net income up 33% to BRL 63 million.

  • Net revenue was BRL 465 million, stable year-over-year, reflecting resilience amid capacity constraints and a challenging comparison base.

  • Gross margin improved for the seventh consecutive quarter, reaching 40.3%, driven by a favorable sales mix and operational optimization.

  • The company is transforming its product mix, expanding production lines, and investing in R&D and international growth to reduce reliance on a few products and markets.

  • Strategic decisions, such as not converting the Prothya loan to equity and exiting the Prothia investment, have protected the balance sheet and freed up capital.

Financial highlights

  • Recurring EBITDA reached BRL 122 million in Q3, up 34% year-over-year, with margin at 26.3% (+670 bps), the highest since the pandemic.

  • Net revenue for the quarter was BRL 465 million, stable year-over-year, but up 25% sequentially due to seasonality and normalization in the aesthetics business.

  • Gross profit increased 10% year-over-year to BRL 187 million, with gross margin up 380 bps to 40.3%.

  • Net income grew 33% year-over-year to BRL 63 million, supported by operational gains and improved margins.

  • Working capital increased 5% year-over-year to BRL 941 million, mainly due to higher inventories.

Outlook and guidance

  • Capacity expansion at current plants is expected to be completed by year-end, supporting growth through 2028; new Pernambuco plant to address long-term demand.

  • Medium-term plans include a 70% production volume increase, accelerated product launches, and expanded Latin American presence.

  • Long-term strategy targets transformational growth via capacity tripling, monoclonal antibodies, and global expansion.

  • Management expects improved performance in the second half, with fewer production stops and margin gains from monoclonal antibody launches.

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Frequently asked questions

Blau Farmacêutica S.A. develops and manufactures pharmaceuticals with a focus on biotechnology-based products. Its portfolio includes hospital-use medications and therapies for oncology, nephrology, and infectious diseases. The company is headquartered in Cotia, Brazil, and its shares are listed on the B3.

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