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Sendas Distribuidora (ASAI3) investor relations material
Sendas Distribuidora Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Maintained strong deleveraging, achieving the lowest debt/EBITDA ratio since 2021, with disciplined expense control and margin improvement despite high interest rates and a challenging macroeconomic environment.
Revenue grew 2.7% year-over-year in 3Q25 to R$20.8 billion, with same-store sales up 1.3% for July–October and 5.2% in October.
Stable customer flow with 40 million monthly store visits and over 60% household penetration in Greater São Paulo.
Advanced sustainability initiatives, targeting zero landfill by 2035 and strong ESG recognition, with 45.5% of waste reused.
Recognized as the most valuable and admired food retail brand in Brazil, with multiple industry awards and increased diversity in leadership.
Financial highlights
Net debt reduced by R$0.5 billion in the quarter, with net debt at R$13.4 billion and leverage at 3.03x, the lowest since 2021.
Free cash flow reached R$3.1 billion in the last 12 months, reversing a negative result from the prior year.
Net income for the quarter was R$195 million (pre-IFRS 16), with a net margin of 1.0–1.1%.
EBITDA margin (pre-IFRS 16) improved to 5.7%, with EBITDA rising 6.0% year-over-year.
Gross profit rose 4.2% to R$3.2 billion, with gross margin up to 16.7%.
Outlook and guidance
Guidance for the next quarter maintained at about R$260 million.
Expansion plan targets 10 new stores in 2025, with 3 already opened by October.
CapEx for next year expected to be restricted to R$700 million, focusing on selective, high-return store projects.
Leverage projected to decrease further to approximately 2.6x by year-end 2025.
Continued focus on deleveraging and operational efficiency, with no new cash needed for 2025–2027 maturities.
How to address B2B average ticket decline?
What drives 2025 year-end leverage projection?
Converted stores: 2023 cohort maturation outlook?
Impact of reduced 2026 CapEx on deleveraging
Strategy to re-engage CDE class consumers
Private label project's expected margin contribution
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Next Sendas Distribuidora earnings date
Investor Day 202518 Nov, 2025
Next Sendas Distribuidora earnings date
Investor Day 202518 Nov, 2025
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Frequently asked questions
Sendas Distribuidora S.A., operating under the brand name Assai Atacadista, is a Brazil-based company active in the food distribution sector. The company's business operations are strategically segmented into Cash & Carry and Retail. The Cash & Carry segment caters to wholesale customers by providing a wide range of food, bazaar items, and other products through self-service stores across Brazil under the Assai brand. On the other hand, the Retail segment encompasses the operations of hypermarkets, supermarkets, and convenience shops. The company is headquartered in Rio de Janeiro, Brazil, and its shares are listed on the New York Stock Exchange.
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