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Raia Drogasil (RADL3) investor relations material
Raia Drogasil Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Achieved consolidated gross revenue of R$12.1 billion in Q3 2025, up 12.7% year-over-year, with retail revenue up 15.5% and digital revenue up 62%.
Expanded to 3,453 pharmacies, adding 88 new stores and reaching 51 million active customers in the last 12 months, now present in 653 cities.
Digital sales surged to R$3.0 billion, representing 26.7% of retail revenue, with 97% of orders delivered or collected in under 60 minutes and app orders comprising 81% of digital sales.
Market share increased to 16.8% nationally, with notable gains in São Paulo (30.3%) and all other regions.
Mature store sales grew 7.8%, with generics up nearly 20% and branded Rx up 21%, driven by GLP-1 and patent expirations.
Financial highlights
Adjusted EBITDA reached R$909 million, up 12.2% year-over-year, with a stable margin of 7.5% (retail at 7.9%).
Adjusted net income was R$402 million (3.3% margin), up 19.3%, and free cash flow was R$648 million, with total cash generation of R$558 million.
Gross profit reached R$3,314 million, with a gross margin of 27.4%, slightly down 0.2 pp year-over-year due to one-off ICMS gains in 3Q24.
Net debt decreased to R$3,380 million, with leverage at 1.1x LTM EBITDA.
Cash cycle improved by 3 days, mainly from inventory reduction.
Outlook and guidance
Management is optimistic for Q4 and 2026, maintaining guidance for 330-350 new store openings and expecting continued double-digit digital growth and further market expansion, especially with GLP-1 drugs and an aging population.
Black Friday and omnichannel strategies are expected to drive further sales and margin improvements.
Plans to recover 4Bio sales growth with a new distribution center in Espírito Santo in 2026.
What GLP-1 economics post-patent expiry
SG&A efficiency drivers and sustainability
4Bio revenue recovery timeline post-DC opening
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Next Raia Drogasil earnings date
Q4 20254 Mar, 2026
Next Raia Drogasil earnings date
Q4 20254 Mar, 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.
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