Research analysts who have asked questions during ASAI earnings calls.
Vinicius Strano
UBS
4 questions for ASAI
Also covers: HYPMY
João Pedro Soares
Citigroup Inc.
3 questions for ASAI
Also covers: ASAIY, CBDBY, DESP +1 more
FR
Felipe Rached
The Goldman Sachs Group, Inc.
2 questions for ASAI
Also covers: ASAIY, CBDBY
Clara Lustosa
Itau BBA
1 question for ASAI
EH
Eric Huang
Banco Santander S.A.
1 question for ASAI
Also covers: ARCO, ASAIY
FC
Felipe Cassimiro de Freitas
Banco Bradesco BBI
1 question for ASAI
Irma Sgarz
Goldman Sachs
1 question for ASAI
Also covers: ASAIY, MELI, TBBB
JG
Joseph Giordano
TD Cowen
1 question for ASAI
Also covers: ABLZF, AME, APH +21 more
Luiz Guanais
BTG
1 question for ASAI
MC
Maria Cara Infantas
Itau
1 question for ASAI
RF
Robert Ford
Bank of America Merrill Lynch
1 question for ASAI
Also covers: FMX, HYPMY, MELI +1 more
Ruben Couto
Santander
1 question for ASAI
Also covers: ASAIY, CBDBY
Recent press releases and 8-K filings for ASAI.
Assaí Reports Q3 2025 Results, Continues Deleveraging Amidst Challenging Market
ASAI
Earnings
Guidance Update
New Projects/Investments
- Assaí maintained its deleveraging trajectory in Q3 2025, reducing net debt by BRL 500 million and gross debt by BRL 500 million, achieving its lowest debt-to-EBITDA ratio since 2021.
- The company reported an EBITDA margin of 7.6% (up 0.2% post-IFRS) and a net income of BRL 195 million with a 1.1% net margin for the quarter, despite a challenging environment.
- High interest rates and consumer debt led to a setback in volumes for retail formats servicing CDE classes (e.g., 8.3% for mini markets, grocery stores, and independent players) and B2B customers.
- Assaí projects BRL 700 million in CapEx for next year, focusing on selective projects, and does not anticipate needing new cash for debt maturities in 2025 or 2026.
- New strategic initiatives include expanding into medication, vitamins, supplements, HPC, developing private label products, and launching financial services with a pilot for B2B and B2C customers.
Nov 7, 2025, 2:00 PM
Quarterly earnings call transcripts for ASAI.
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