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Sendas Distribuidora (ASAI3) investor relations material
Sendas Distribuidora Institutional presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market position and brand strength
Handles approximately 40 million customer visits monthly and reaches 60% of households in Greater São Paulo.
Recognized as the most valuable retail brand in Brazil, valued at R$12 billion.
Largest and most present food retail company in the country, with a diverse customer base spanning all social classes and regions.
Maintains high brand recognition in both physical and digital retail, with strong social media presence.
Financial performance and growth
Gross revenue reached R$21.4 billion in 2Q26, with same-store sales up 0.9% and customer traffic up 3.4%.
EBITDA margin pre-IFRS16 at 5.6%, with recurring net income up 94% to R$344 million.
Leverage reduced to 2.37x, the lowest since 3Q21, and net debt reduced by R$1.4 billion over 12 months.
Cash availability reached R$7.0 billion in 2Q26, supporting ongoing investments and deleveraging.
Expansion and operational excellence
Expanded to 313 stores across 24 states, with over 90,000 employees and 8 distribution centers.
All expansion financed by cash generation, with R$85 billion in revenue by Dec 2025 and R$12.8 billion in operating cash generation.
Maintains a low-cost, efficient operating model, with SG&A expenses kept in check and investments aligned with cash flow.
Store formats and assortment tailored to regional and customer needs, supported by advanced technology and data-driven strategies.
- Revenue up 2.4%, recurring net income up 94%, and leverage down to 2.37x.ASAI3
Q2 2026 - Revenue up 1.7% to R$20.6B, stable margins, improved leverage, and strong digital growth.ASAI3
Q1 2026 - Revenue up 5.2%, EBITDA margin 5.8%, leverage 2.56x, and free cash flow R$2.8B.ASAI3
Q4 2025 - EBITDA margin rose to 5.7% and leverage fell to 3.03x amid revenue growth and strong cash flow.ASAI3
Q3 2025 - Revenue up 7.2% and net income up 60% YoY, with strong cash flow and lower leverage.ASAI3
Q2 2025 - Revenue up 9.3%, EBITDA pre-IFRS16 up 12.1%, leverage down to 3.52x in 3Q24.ASAI3
Q3 2024 - Revenue and EBITDA rose as leverage improved, with over 300 stores targeted for 2024.ASAI3
Q2 2024 - Revenue up 7.8%, EBITDA margin at 5.5%, and leverage improved to 3.15x in 1Q25.ASAI3
Q1 2025 - Record revenue, margin expansion, and lower leverage highlight a strong 2024 performance.ASAI3
Q4 2024
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