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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Camil Alimentos
Camil Alimentos (CAML3) investor relations material
Camil Alimentos Q2 2027 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 (Q&A) earnings summary9 Oct, 2026
Executive summary
Q2 FY27 net revenue was R$2,764.8m, down 7.2% YoY; EBITDA was R$225.3m, down 10.1% YoY but up 7.3% QoQ. Consolidated volume fell 4.6% to 604.7k tons.
Gross margin expanded 2.1pp to 24.7%, while net income fell 47.5% to R$41.3m; high-growth Brazil categories led volume growth.
Financial highlights
Net revenue was R$2,764.8m, down 7.2% YoY and up 3.6% QoQ; gross profit rose 1.2% to R$681.9m.
EBITDA was R$225.3m, down 10.1% YoY and up 7.3% QoQ; net income was R$41.3m, down 47.5% YoY.
Cost of sales fell 9.7% to R$2.1bn; SG&A rose 8.9% to R$542.1m, or 19.6% of revenue, reflecting freight, route mix and promotional costs in Brazil.
Net financial expense was R$127.6m; the year-over-year comparison included a non-recurring R$21m gain from settling sugar derivatives.
Outlook and guidance
Rice-price recovery began to show in Brazil and Latin America late in the quarter; management expected effects to become clearer through Q3 and potentially Q4.
Lower CapEx and improved cash generation are expected to support deleveraging; management expects leverage below 2.5x in the midterm, without setting a deadline.
Management cited confidence in growth from high-value categories, disciplined execution, brand strength and operational efficiency.
International profitability may recover with improved prices, potentially reaching slightly above historical levels; Peru's recovery plan may accelerate with higher prices.
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Latest events from Camil Alimentos
- Gross margin expanded and high-growth volume rose, but earnings fell and leverage exceeded the covenant limit.CAML3
Q2 2027 Prepared Remarks - Market leader in LatAm food, driving growth through strong brands, M&A, and ESG excellence.CAML3Institutional presentation
- Strong volume growth offset price declines, but net income and leverage worsened.CAML3Q1 2027 Prepared Remarks
- Strong volume growth offset price declines, but net income and EBITDA fell sharply YoY.CAML3Q1 2027 (Q&A)
- Net revenue dropped 7.3% YoY to R$2.7B as international growth offset domestic declines.CAML3Q1 2026 (Q&A)
- Record revenue, EBITDA, and net income growth driven by high-value and international expansion.CAML3Q2 2025 (Q&A)
- Net revenue rose 9.3% YoY to R$2.9B, with EBITDA up 28.2% and net income up 22.6%.CAML3Q1 2025 (Q&A)
- Net revenue rose 9% to R$12.3B, EBITDA reached R$907M, and net profit fell 39.8% to R$217M.CAML3Q4 2025 (Q&A)
- Net income plunged 69% YoY despite revenue growth, as Brazil volumes fell and costs rose.CAML3Q3 2025 (Q&A)
Next Camil Alimentos earnings date
Q3 202714 Jan, 2027
Camil Alimentos
Next Camil Alimentos earnings date
Q3 202714 Jan, 2027
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Frequently asked questions
Camil Alimentos S.A. is a leading company in the food processing sector, headquartered in São Paulo, Brazil. The company specializes in the manufacture and commercialization of a wide range of food products, including rice, beans, sugar, and canned fish. With a diversified portfolio, Camil Alimentos operates under several well-known brands such as Camil, Namorado, Coqueiro, Pescador, União, and Da Barra in Brazil; Saman in Uruguay; Tucapel in Chile; and Costeño and Paisana in Peru. The company has expanded its presence through strategic acquisitions and organic growth, focusing on international markets and diversifying its category portfolio in Brazil. The company is headquartered in São Paulo, Brazil, and its shares are listed on the B3 stock exchange.