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Natura Cosméticos
Natura Cosméticos (NATU3) investor relations material
Natura Cosméticos Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
Q3 2025 results were pressured by macroeconomic headwinds, operational disruptions, and slow innovation, with revenue declines across all main geographies and brands, especially Avon.
Corporate simplification advanced, including the sale of Avon Central America and Dominican Republic, agreement to sell Avon International (ex-Russia), and completion of Avon CARD divestment.
Net income from continuing operations was BRL -119 million, reflecting revenue drop and profitability deterioration.
Integration of Natura and Avon brands completed in all Latam markets; Argentina faced temporary operational disturbances, while Mexico is rebounding.
ESG initiatives advanced, including sustainability reporting, Amazon agroforestry projects, and recognition for diversity and climate leadership.
Financial highlights
Q3-25 net revenues were BRL 5,194 million, down 13.1% YoY; 9M-25 net revenues at BRL 16,024 million, down 1.9% YoY.
Underlying EBITDA margin was 11.1% in Q3-25, down 350 bps YoY; Latam margin at 11.7%, down 360 bps YoY.
Net loss from consolidated results was BRL -1,926 million, including a non-operating, non-cash impairment of BRL 1.8 billion for Avon International.
Net debt stood at BRL 4.0 billion; leverage increased to 2.53x Net Debt/EBITDA, mainly due to lower EBITDA.
Free cash flow to firm for 9M-25 was BRL 301 million, down BRL 81 million YoY; Q3-25 free cash flow from continuing operations was an outflow of BRL -101 million.
Outlook and guidance
Commitment to expand recurring/underlying EBITDA margin in FY 2025 versus FY 2024, with margin improvement expected as early as Q4 2025.
Tactical actions in Q3-25 are expected to yield greater efficiencies in Q4-25.
Recovery in Mexico and gradual improvement in Argentina are anticipated to drive margin recovery.
Structural efficiency initiatives and organizational simplification are expected to yield benefits from 2026, supporting sustainable growth and higher returns.
G&A reduction post-2025 strategy
Mexico market share growth drivers
Avon relaunch: key success factors & contingency
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Next Natura Cosméticos earnings date
Q4 202517 Mar, 2026
Natura Cosméticos
Next Natura Cosméticos earnings date
Q4 202517 Mar, 2026
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Frequently asked questions
Natura Cosméticos S.A. (formerly Natura &Co Holding S.A.)
is a Brazilian multinational company that operates in the personal care and cosmetics industry. It encompasses several well-known brands, including Natura, Avon, The Body Shop, and previously Aesop, which was sold to L'Oréal. The company manufactures, distributes, and sells a wide range of products such as cosmetics, fragrances, skincare, haircare, and other personal care items. These products are marketed through various channels, including direct selling, e-commerce, franchises, and retail stores. The company is headquartered in São Paulo, Brazil, and its shares are listed on the São Paulo Stock Exchange.
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