Camil Alimentos S.A. (CAML3) Earnings Call Transcripts
Camil Alimentos S.A.'s Latest Earnings Call - Q4 FY2026
In the fourth quarter of 2025, Camil Alimentos S.A. reported a net revenue of BRL 2.5 billion, a 16% decline year-over-year, primarily due to price pressures on raw materials, particularly rice. However, EBITDA remained stable at BRL 193 million, with an improved EBITDA margin of 8%. For the full year, net revenue totaled BRL 11 billion, down 9% from 2024, while EBITDA was BRL 915 million, reflecting operational discipline and growth in high-growth segments. Management indicated a cautious outlook for 2026, particularly in the rice market, but expressed confidence in the international segment's growth and profitability improvements in sugar and coffee categories.
Reported metrics
| Metric | Value |
|---|---|
| Q4 Revenue | BRL 2.5 billion (miss) |
| Q4 EBITDA | BRL 193 million (inline) |
| Q4 EBITDA Margin | 8% (positive) |
| 2025 Revenue | BRL 11 billion (miss) |
| 2025 EBITDA | BRL 915 million (positive) |
| International Volume Growth | 31% (positive) |
Guidance from management
Management indicated that they expect a cautious outlook for the rice market, with potential price recovery anticipated earlier than previously expected due to El Niño. They also expect to maintain EBITDA margins and improve profitability in the sugar and coffee segments.
What analysts pressed on
Analysts expressed concerns regarding the rising SG&A expenses, particularly related to personnel costs, and the overall consumption environment, which may be impacted by higher household debt and cautious consumer spending. Additionally, there were questions about the sustainability of sugar profitability amidst fluctuating prices.
Main topics on the call
- Revenue Decline — Camil reported a net revenue of BRL 2.5 billion for Q4 2025, reflecting a 16% decline year-over-year. Management attributed this to 'price pressure on raw materials, particularly rice'.
- Stable EBITDA — Despite the revenue decline, EBITDA for Q4 was BRL 193 million, virtually flat year-over-year, with an EBITDA margin of 8%, up by 1.2 percentage points. This was supported by operational discipline and synergies captured...
- International Segment Growth — The international segment achieved a record annual volume growth of 31% in 2025, driven by exports from Uruguay and consolidation of volumes from Paraguay. Management noted this segment as a key driver for future growth.
- Sugar Profitability Improvement — Management highlighted improved profitability in the sugar segment, stating that 'sugar profitability has reached historical levels'. This is expected to continue despite potential price fluctuations due to external fact...
Read the full Camil Alimentos S.A. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Camil Alimentos S.A.
Camil Alimentos S.A. (CAML3) is a publicly listed company in the Food Products industry, within the Consumer Staples sector. It trades on BOVESPA and is based in BR. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 29 calls on record spanning January 10, 2020 to July 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 29 Camil Alimentos S.A. earnings call transcripts on record, spanning January 10, 2020 to July 15, 2026. Based on this history, Camil Alimentos S.A. reports quarterly. The most recent call on file is dated July 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CAML3
- Exchange
- BOVESPA
- Country
- BR
- Sector
- Consumer Staples
- Industry
- Food Products
- Calls on record
- 29
- First call
- January 10, 2020
- Most recent
- July 15, 2026
- Reporting cadence
- quarterly