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    Caio Moscardini • Santander

    Caio Moscardini's questions to Hypera SA (HYPMY) leadership

    Caio Moscardini's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Caio Moscardini asked if Hypera was observing any changes in consumer medication purchasing habits and whether U.S. tariffs on Chinese goods could create risks or opportunities for competition in the Brazilian generics market.

    Answer

    Executive Breno Pires de Oliveira reported no major shifts in consumption, aside from a temporary dip in the pain killers market and a molecule shift due to dengue, which is mitigated by portfolio diversification. He views potential U.S. tariffs as a long-term opportunity, as it could increase the availability and lower the cost of raw materials and finished goods for the Brazilian market.

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    Caio Moscardini's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Caio Moscardini of Santander asked if there were any noticeable changes in consumer medication purchasing behavior. He also inquired about potential risks to the Brazilian generics market if U.S. tariffs on Chinese goods cause global suppliers to seek new markets.

    Answer

    Executive Breno Pires de Oliveira stated there were no major shifts in consumer behavior, aside from some molecule migration in painkillers (e.g., from ibuprofen to dipyrone), which is mitigated by Hypera's diversified portfolio. Regarding tariffs, he views it as a potential long-term opportunity, as a diversion of supply from the U.S. could lead to lower costs for raw materials and finished goods in Brazil, though any changes would be slow and subject to regulatory approval.

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    Caio Moscardini's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Caio Moscardini asked about any observed changes in consumer medication purchasing behavior and whether potential U.S. tariffs on goods from India and China could create a risk or opportunity for the Brazilian generics market by redirecting supply.

    Answer

    Breno Pires de Oliveira, an executive, stated there are no major consumption trends, aside from a temporary shift from ibuprofen to dipyrone due to dengue concerns, which is mitigated by Hypera's diverse portfolio. Regarding tariffs, he sees a potential long-term opportunity, as it could increase the supply of raw materials and finished goods to other markets like Brazil, potentially lowering costs, but noted this would be a slow process requiring regulatory approvals.

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    Caio Moscardini's questions to Auna SA (AUNA) leadership

    Caio Moscardini's questions to Auna SA (AUNA) leadership • Q4 2024

    Question

    Caio Moscardini questioned the reasons for the year-over-year drop in occupancy rates in Peru and sought clarification on the 2025 FX-neutral adjusted EBITDA growth expectation, specifically if the 20% internal goal still applies.

    Answer

    CFO and EVP Gisele Remy explained that the slight drop in Peru's occupancy rates resulted from optimizing pricing and increasing the mix of high-complexity services. Both Remy and Executive Chairman and President Suso Zamora reiterated that while the internal goal remains 20% growth, they are not providing formal guidance for 2025 due to uncertainty in Colombia.

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    Caio Moscardini's questions to Auna SA (AUNA) leadership • Q3 2024

    Question

    Caio Moscardini asked about management's confidence in achieving its adjusted EBITDA growth guidance and inquired about the options available for faster deleveraging, such as asset sales, versus relying on organic cash generation.

    Answer

    Jesús Zamora Leon, Executive Chairman and President, stated that Auna is not changing its guidance for 20% FX-neutral EBITDA growth, citing strong performance in Peru and Mexico. Gisele Ferrero, CFO and Executive Vice President, expressed confidence in reaching the medium-term target of under 3x net debt to adjusted EBITDA through both EBITDA growth and future debt amortization from cash surpluses, while also considering non-operating asset sales.

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