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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.
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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