Logotype for Irani Papel e Embalagem S.A.

Irani Papel e Embalagem (RANI3) investor relations material

Irani Papel e Embalagem Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Irani Papel e Embalagem S.A.
Q2 2025 earnings summary1 Aug, 2025

Executive summary

  • Net revenue reached BRL 413.8 million in 2Q25, up 11.6% year-over-year, driven by higher prices in packaging and paper segments despite lower volumes.

  • Adjusted EBITDA increased 6.8% year-over-year to BRL 127.5 million, with a margin of 30.8%.

  • Net income surged 168.5% to BRL 112.1 million, boosted by non-recurring IPI tax credits and higher fair value of biological assets.

  • Net Debt/EBITDA ratio rose to 2.30x, reflecting higher net debt due to dividends and share buybacks, but remains within policy limits.

  • Cash position at quarter-end was BRL 627.1 million, with 91% of gross debt long-term and 99% in local currency.

Financial highlights

  • Gross profit was BRL 215.9 million, up 38.4% year-over-year, with gross margin at 52.2%.

  • Operating profit before taxes and interest was BRL 132.4 million, up 110.7% year-over-year.

  • Adjusted free cash flow was BRL 155.5 million, up 41.3% year-over-year, with a 16.3% yield.

  • ROIC for the last twelve months was 11.8%, up from the previous quarter.

  • Net margin improved to 27.1% from 11.3% a year ago.

Outlook and guidance

  • Management expects continued resilience in margins despite OCC cost pressures, supported by pricing strategies and operational discipline.

  • Returns from Gaia Platform investments are expected to gradually strengthen operating cash flow.

  • Actual results may differ from expectations due to factors beyond management's control.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Irani Papel e Embalagem earnings date

Logotype for Irani Papel e Embalagem S.A.
Q3 20253 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Irani Papel e Embalagem earnings date

Logotype for Irani Papel e Embalagem S.A.
Q3 20253 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage