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Waste Management revenue and FCF
Camil Alimentos
Camil Alimentos (CAML3) investor relations material
Camil Alimentos Q3 2026 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 (Q&A) earnings summary15 Jan, 2026
Executive summary
Net revenue reached R$2.9 billion in 3Q25, down 5.1% year-over-year, mainly due to lower prices, while consolidated volumes grew 14% year-over-year, driven by international and high growth segments.
EBITDA rose 39.4% year-over-year to R$239 million, with margin up 2.6 percentage points to 8.1%, reflecting operating discipline and improved product mix.
Gross profit increased 25.3% year-over-year to R$669 million, with a margin of 22.7%.
The quarter included the first results from the Paraguay acquisition, expanding the Latin American platform.
Net profit was R$44 million, nearly flat year-over-year but down 44% sequentially.
Financial highlights
Net revenue: R$2.9 billion (-5.1% YoY, -1.2% QoQ); gross profit: R$669 million (+25.3% YoY); EBITDA: R$239 million (+39.4% YoY); EBITDA margin: 8.1% (+2.6pp YoY).
Net profit: R$44 million (-0.6% YoY, -44% QoQ); net margin: 1.5% (+0.1pp YoY).
Capex totaled R$95 million, mainly for new grain and thermoelectric plant construction.
Net debt stood at R$3.8 billion (-5.9% YoY), with net debt/LTM EBITDA at 4.2x (flat YoY).
Working capital was 93 days, down 20 days YoY, up 8 days QoQ.
Outlook and guidance
High growth categories (coffee, fish, pasta, cookies) and international segment expected to continue driving margin and volume growth, with coffee showing strong market share gains.
Integration of Villa Oliva in Paraguay expected to contribute to international segment growth.
Expectation of maintaining current sugar profitability through next year, with rice margins challenged by low prices and potential recovery only in 2027.
Fourth quarter in grains expected to be challenging due to seasonality and low prices.
Management remains focused on value creation, operational excellence, and brand strength.
International segment EBITDA margin decline
High-turnover sugar profitability drivers
Debenture issuance capital allocation strategy
Coffee strategy changes: What drove growth?
Paraguay: Long-term growth potential and cost
Q4 grains: What are the specific challenges?
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Next Camil Alimentos earnings date
Q4 20268 May, 2026
Camil Alimentos
Next Camil Alimentos earnings date
Q4 20268 May, 2026
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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.
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