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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Grendene (GRND3) investor relations material
Grendene Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Gross revenue rose 25.1% year-over-year in 2Q25 to R$756.2 million, with recurring net profit up 200.6% to R$185.5 million, despite a challenging macroeconomic environment.
Domestic market volume increased 1.2% to 22.9 million pairs, while export volume declined 3.2%, but export revenue surged 88% due to higher average prices.
Net recurring profit growth was driven by a 340%+ increase in financial results and higher investment returns.
Operational resilience was maintained through premium product focus, margin preservation, and geographic diversification.
Recurring EBIT fell 27.7% to R$30.4 million, with margin down 2.6pp to 6.1%.
Financial highlights
Gross revenue: R$756.2 million in 2Q25 (+25.1% YoY); net revenue: R$555.3 million in 2Q25 (+15.6% YoY).
Recurring EBIT margin at 6.1% in 2Q25 (down 2.6pp YoY); recurring net margin at 37.2% (up 24.3pp YoY).
Gross margin was 42.0% in 2Q25, down 0.6pp YoY, mainly due to higher labor costs and COGS per pair up 15.5%.
Net cash and equivalents reached R$1.8 billion as of June 30, 2025, up 15% YoY.
Financial result grew 343.7% to R$142.8 million, supported by higher CDI and investment returns.
Outlook and guidance
Management remains vigilant amid economic and political uncertainties, high interest rates, and pressure on household consumption.
Initiatives focus on portfolio adjustments, commercial actions, expense rationalization, and sustainable growth.
Monitoring potential impacts from a proposed 50% U.S. tariff on Brazilian products and intensifying global competition.
Dividend distribution will depend on legal clarity regarding taxation of state incentives.
No plans to go private or actively pursue M&A; repurchase program only for stock options.
Explain the factors impacting sell-out decrease.
Detail the impacts of GGB consolidation.
Clarify the dividend distribution policy.
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Next Grendene earnings date
Q3 20257 Nov, 2025
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