)
Grupo Mateus (GMAT3) investor relations material
Grupo Mateus Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
The merger with Novo Atacarejo expanded presence to three new states, raising market share to 37.7% in Pernambuco, Paraíba, and Alagoas, and increased the store network to 306 locations, serving over 47,000 clients monthly across more than 1,800 cities.
Opened 13 new stores in the quarter, with 4 more in October, 15 construction projects underway, and 22 new stores planned for 2025.
Same-store sales (SSS) excluding electronics and Novo Atacarejo rose 4.3% in 3Q25, while electronics segment was downsized due to macroeconomic headwinds.
Financial highlights
Gross revenue for 3Q25 was BRL 12.1 billion, up 28.3% year-over-year; 9M25 net revenue reached BRL 27.9 billion (+19.3% YoY).
Gross profit for 3Q25 (excluding extraordinary effects) was BRL 2.2 billion (+16.0% YoY), with a gross margin of 23.2%.
EBITDA for 3Q25 (excluding extraordinary effects) was BRL 744 million (+14.8% YoY), margin 8.0%; net income (excluding extraordinary effects) was BRL 471 million (+37.3% YoY), net margin 5.1%.
Net income for the first nine months of 2025 was BRL 1.246 billion, up 28% year-over-year.
Operating expenses were 15.2% of net revenue for the quarter; accumulated expenses for the year grew 19.5%.
Outlook and guidance
Expansion strategy remains focused on selective, high-return stores, with about 30 new stores targeted for 2026 and 22 planned for 2025, balancing between cash and carry and retail formats.
Emphasis on innovation, specialization, and adapting to changing consumer behavior, including new foodservice and premium service store formats.
Portfolio optimization continues, with electronics segment downsizing due to macroeconomic headwinds.
- TimeTickerHeadlineOpen
- 7 FebPGIL
Double-digit revenue and profit growth, margin gains, and FTAs to further boost expansion. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026.
Next Grupo Mateus earnings date
Next Grupo Mateus earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)