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BRF (BRFS3) investor relations material
BRF Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary15 Aug, 2025
Executive summary
Achieved record first-half EBITDA of R$5.3 billion and net income of R$1.9 billion, driven by operational excellence, strategic market diversification, and despite export restrictions and avian flu challenges.
Merger with Marfrig approved, forming MBRF, a global food leader with R$152 billion in net revenue and 38% of sales from high value-added products.
Expanded customer base, strengthened value-added product portfolio, and launched new products in Brazil and international markets.
Maintained robust commercial execution, with record sales volume in Brazil and strong brand visibility.
Continued focus on efficiency programs, with BRF+ delivering R$208 million in savings and integration of Marfrig partnership.
Financial highlights
Net revenue reached R$15.4 billion in 2Q25, up 2.9% year-over-year; 1H25 revenue was R$30.9 billion.
Adjusted EBITDA for 2Q25 was R$2.5 billion (16.3% margin), down 4.5% year-over-year; 1H25 EBITDA was R$5.3 billion.
Net income for 2Q25 was R$735 million, down 32.8% year-over-year; 1H25 net income was R$1.9 billion.
Free cash flow in 2Q25 was R$842 million, or R$1.3 billion excluding M&A and FX effects.
Net debt reduced to R$4.7 billion, with leverage at a historic low of 0.43x LTM EBITDA.
Outlook and guidance
Expectation of animal feed cost reduction by 2% in the second half, benefiting from lower grain prices.
Focus on synergy capture and efficiency post-merger, with continued investment in brands and market expansion.
Ongoing international market diversification and product innovation to offset export restrictions.
Anticipate gradual improvement in Turkey operations and continued resilience in domestic prices due to strong demand and full employment.
How did BRF mitigate avian flu impact?
Expectations for animal feed cost retraction?
Discuss Brazil's processed product growth.
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Q3 202511 Nov, 2025
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Frequently asked questions
BRF S.A. is a global food company with a presence in more than 120 countries, employees in over 40 countries, and operations in important protein and other food markets. The Company focuses on raising and producing poultry and pork for processing, production, and sale of fresh meat, processed products, pasta, margarine, and other products. BRF operates in the Americas (Brazil and Argentina), Europe (Holland), Asia-Pacific (Malaysia), Africa (South Africa) and the Middle East (United Arab Emirates).
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