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Grupo Mateus (GMAT3) investor relations material
Grupo Mateus Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Net revenue reached BRL 8.8 billion in 2Q25, up 14.9% year-over-year, with 1H25 net revenue at BRL 17.1 billion (+13.9%).
EBITDA hit a record BRL 705 million in 2Q25, up 24.7% year-over-year, with margin rising 0.6 p.p. to 8.0%.
Net income for 2Q25 was BRL 349 million (+6.7% vs 2Q24), with 1H25 net income at BRL 668 million (+17.6%).
Expansion included 9 new stores in 2025 (4 in 2Q25), ongoing projects in multiple states, and closure of 10 Electronics & Furniture stores.
Northeast market share rose 1.0 p.p. to 26.1% in 1H25, with 42 stores operating for more than 13 months.
Financial highlights
Gross margin improved by 0.6 p.p. to 23.0% in 2Q25, with gross profit up 18.1% year-over-year.
Operating expenses grew 14.2% but were diluted by 0.1 p.p. as a percentage of net revenue.
Net margin was 4.0% in 2Q25 and 3.9% in 1H25.
Financial result worsened by 65.0% to BRL 209.1 million due to higher interest and lease costs.
CapEx for 2Q25 was BRL 244 million, mainly for new stores and real estate, down 19% year-over-year.
Outlook and guidance
Focus on consolidating Novo's results, further efficiency gains, and continued expansion in the Northeast.
Cash generation is projected for H2, following a peak in cash consumption in Q2.
Target to reduce the cash conversion cycle to 70 days by year-end, with ongoing working capital optimization.
Management remains optimistic about growth and profitability despite macroeconomic uncertainties.
Eletro store closures: future capital allocation?
Novo merger: identify key short-term synergy areas
Cash cycle: drivers for Q3/Q4 cash generation?
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Next Grupo Mateus earnings date
Q3 202514 Nov, 2025
Next Grupo Mateus earnings date
Q3 202514 Nov, 2025
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Frequently asked questions
Grupo Mateus S.A. is a diversified retailer based in Brazil, operating under various brand names across multiple business lines. The company's operations include supermarkets, wholesale self-service stores, appliance and furniture retailing, and e-commerce platforms. It serves a broad range of market segments through its retail chains, such as Mateus Supermercados and Hiper Mateus, and wholesale operations under the Mix Atacarejo and Armazem Mateus brands. The company is headquartered in São Luís, Maranhão, Brazil, and its shares are listed on the BOVESPA.
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