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Minerva (BEEF3) investor relations material
Minerva Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Achieved record Q2/2Q25 gross revenue of $14.7B (R$14.7B), net revenue of $13.9B, and EBITDA of $1.3B with a 9.4% margin, driven by exports and new asset integration.
Net income reached a record $458.3M (R$458M) in Q2/2Q25, reversing prior losses.
Exports accounted for 60% of Q2/2Q25 revenue, with strong performance in North America and Asia.
Maintained a strong cash position of $12.5B (R$12.5B) and completed a $2B (R$2B) capital increase.
Reinforced ESG leadership with 100% renewable energy use in Brazil and top ESG index inclusion.
Financial highlights
Net revenue reached $900M (R$13.9B) in Q2/2Q25, up 82% year-over-year and 24% sequentially.
EBITDA increased 75% year-over-year to $1.3B (R$1,302M), margin at 9.4%.
LTM gross revenue totaled $47.1B, EBITDA $4B (R$4,478M), both record highs.
Free cash flow for the year was $1.1B (R$1.1B), with consistent generation since 2018.
Net debt/Adj. EBITDA LTM at 3.16x; cash position of $12.5B (R$12.5B), debt duration 4.2 years.
Outlook and guidance
Expect continued deleveraging and improved profitability in H2/2H25 due to seasonality and further asset integration.
Anticipate inventory normalization and potential working capital release of $600M–$1.7B in H2.
Project annualized EBITDA of $5.2B if Q2 performance is sustained.
Strategy emphasizes geographic diversification to mitigate new U.S. tariff risks, with estimated impact up to 5% of net revenue.
Ongoing investments in sustainability, traceability, and carbon markets to support long-term competitiveness.
How will U.S. tariffs impact Minerva's strategy?
What's the timeline for new asset integration?
What's driving the growth in 'others' revenue?
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Next Minerva earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Minerva S.A. is a company specializing in the production and sale of beef. The company's operations are broadly divided into two segments: Meat and Livestock. In the Meat division, Minerva is engaged in the production and sale of fresh beef, including beef, pork, and poultry processing, as well as the production and sale of cattle byproducts like hides or giblets. The Livestock division focuses on the export of live cattle. Minerva S.A. is headquartered in Barretos, Brazil, and its shares are listed on the São Paulo Stock Exchange.
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