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Investor Relations14 Oct 2025
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M. Dias Branco (MDIA3) investor relations material
M. Dias Branco Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Aug, 2025
Executive summary
Net income rose 14% year-over-year in 2Q25 to R$216 million, with net revenue up 3.6% to R$2.7 billion and EBITDA up 2.4% to R$345 million, driven by higher average prices and efficient financial management.
Operational free cash flow nearly doubled year-over-year to R$416 million, resulting in a net cash position of R$328 million.
Maintained AAA Fitch rating for the seventh consecutive year and a solid capital structure with low leverage.
Operational focus included commercial execution, cost structure review, productivity improvements, and digital transformation, supporting margin resilience.
Investments in digitalization, efficiency, and ESG initiatives advanced, including AI adoption and sustainability recognitions.
Financial highlights
Net revenue for 2Q25 was R$2,723.4 million, up 3.6% year-over-year; EBITDA margin was 12.7%, nearly flat from 2Q24.
Net income reached R$216.4 million, a 14% increase year-over-year; operating cash flow was R$416 million, up 96.7%.
Sales volume was 457 thousand tons, down 9.8% year-over-year but up 16% sequentially; average price per kg rose 14.8% year-over-year.
SG&A expenses represented 20.8% of net revenue, down from 23.6% a year ago, reflecting efficiency gains.
Gross margin improved sequentially but declined year-over-year due to higher commodity costs and lower fixed cost dilution.
Outlook and guidance
Management targets SG&A between 18% and 20% of net revenue and continues to focus on commercial plan execution, cost structure optimization, and digital transformation.
No significant price increases expected for the remainder of the year due to a stable cost scenario.
Anticipates volume growth in the third and fourth quarters, supported by seasonal trends and process improvements.
Ongoing investments in digitalization, operational efficiency, and energy transition are expected to support future performance.
Consistency in volumes and sellout expected to sustain profitability.
Detail regions for investment readjustment.
Assess risk to raw materials from tariffs.
Explain drivers of cookie category growth.
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Next M. Dias Branco earnings date
Q3 202510 Nov, 2025
Next M. Dias Branco earnings date
Q3 202510 Nov, 2025
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