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    Raphael Elage • XP Inc.

    Raphael Elage's questions to Hypera SA (HYPMY) leadership

    Raphael Elage's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Raphael Elage requested more details on the Q1 inventory increase and its expected trajectory, as well as clarification on the main drivers of capital expenditures during the quarter.

    Answer

    Executive Ramon Frutuoso Silva explained that inventory rose because production remained constant for efficiency while sell-in was reduced; he expects levels to normalize in Q2 and Q3. He detailed that major CapEx was directed towards the Jundiaí site for a pilot plant and oncology factory, and the Itapecerica plant expansion to internalize Takeda's production.

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    Raphael Elage's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Raphael Elage from XP Inc. asked for more details on the increase in inventory during the quarter and the outlook for this line item. He also requested additional color on the company's CapEx investments.

    Answer

    Executive Ramon Frutuoso Silva explained that inventory of finished goods increased because production levels were maintained for efficiency while sell-in was reduced, but he expects levels to normalize in Q2 and Q3. He detailed that major CapEx was directed towards the Jundiaí site for a new pilot plant, an R&D lab, and an oncology factory, as well as an expansion at the Itapecerica plant.

    Ask Fintool Equity Research AI

    Raphael Elage's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Raphael Elage requested more details on the increase in inventory during the quarter, its expected behavior going forward, and further clarification on capital expenditure (CapEx) investments.

    Answer

    Ramon Frutuoso Silva, an executive, explained that inventory of finished goods increased because production speed was maintained for efficiency despite the reduction in sell-in. He expects inventory levels to normalize in Q2 and Q3. Regarding CapEx, he detailed investments in the Jundiaí site for a pilot plant and oncology factory, and an expansion at the Itapecerica plant to internalize Takeda's production.

    Ask Fintool Equity Research AI