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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Raia Drogasil
Raia Drogasil (RADL3) investor relations material
Raia Drogasil Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Gross revenue rose 16.0% YoY to R$13,163M; national market share reached 19.1%, up 1.1 pp, with gains across all regions.
The network reached 3,770 pharmacies after 92 openings and 9 closures in the quarter; 333 gross openings were recorded LTM.
Adjusted EBITDA rose 14.7% to R$1,023.7M; adjusted net income including 4Bio increased 9.2% to R$439.1M, or 20.1% excluding 4Bio effects.
Free cash flow was R$160.2M; adjusted net debt/LTM EBITDA declined to 0.8x.
Financial highlights
Gross profit was R$3,796M; gross margin was 28.8%, up 0.1 pp YoY, including a 0.2 pp contribution from Stix.
Adjusted EBITDA was R$1,023.7M, up 14.7%; margin was 7.8%, down 0.1 pp YoY.
Adjusted EBT increased 31.0% to R$547.6M; margin was 4.2%, up 0.5 pp YoY.
Adjusted net income including 4Bio was R$439.1M, up 9.2%; margin was 3.3%, down 0.2 pp YoY.
Adjusted net financial expenses were R$174.9M, or 1.3% of gross revenue, down 0.6 pp YoY; adjusted effective tax rate was 19.8%.
Outlook and guidance
Reiterated 2026 guidance of 330–350 gross pharmacy openings; 333 gross openings were added LTM through 3Q26.
Additional cash generation over time is expected from ICMS-ST tax recoveries in São Paulo.
Management cited record new-pharmacy IRR, supported by operating efficiency, omnichannel performance and the emerging GLP-1 market.
Investor Day was scheduled for December 7 at the RD Saúde Campus in São Paulo.
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Latest events from Raia Drogasil
- Revenue up 18.3% to R$12.8B, digital sales up 52%, and market share reached 19.7%.RADL3
Q2 2026 - Revenue up 20.4%, net income up 69.2%, digital sales surged, and 4Bio sale strengthened results.RADL3Q1 2026
- Revenue up 13.9%, digital sales +59%, 330 new stores, and 4Bio sale to boost capital and margins.RADL3Q4 2025
- Revenue up 12.7%, net income up 19.3%, and digital sales surged 62% in 3Q25.RADL3Q3 2025
- Gross revenue up 12%, digital sales up 52%, and adjusted net income up 12.9%.RADL3Q2 2025
- Gross revenue up 15.9%, digital sales up 40.2%, and EBITDA margin reached 7.5%.RADL3Q3 2024
- Gross revenue up 15.4%, digital sales surged 43.9%, and market share reached 15.7%.RADL3Q2 2024
- Revenue up 10.8% YoY, digital sales +40%, margins and net income declined.RADL3Q1 2025
- Gross revenue up 15.1% to R$41.8B, digital sales up 41.7%, and 330–350 new stores planned for 2025.RADL3Q4 2024
Next Raia Drogasil earnings date
Investor Day 20267 Dec, 2026
Raia Drogasil
Next Raia Drogasil earnings date
Investor Day 20267 Dec, 2026
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Frequently asked questions
Raia Drogasil S.A. is a Brazilian retail pharmacy chain engaged in the sale of pharmaceutical products, health and wellness items, and personal care products. The company operates an extensive network of pharmacies under the Drogasil and Droga Raia brands, providing customers with a range of medications, beauty products, and healthcare services. Raia Drogasil emphasizes customer convenience, with both physical stores and an e-commerce platform to serve consumers throughout Brazil. The company is headquartered in São Paulo, Brazil, and its shares are listed on the B3 Stock Exchange.