Minerva SA
BOVESPA:BEEF3
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Minerva SA
BOVESPA:BEEF3
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BR |
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Saint-Gobain Sekurit India Ltd
BSE:515043
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IN |
Minerva SA
Minerva SA engages in the production and market of beef products. The company is headquartered in Barretos, Sao Paulo. The company went IPO on 2007-07-20. The firm's activities are divided into two business segments: Meat and Livestock. The Meat division is involved in the production and sale of fresh beef. This segment includes beef, pork and poultry processing, as well as production and sale of cattle byproducts, such as hides or giblets. The Livestock division focuses on live cattle export. The firm operates slaughterhouses in Brazil, Paraguay Uruguay, Colombia and Argentina, meat processing plant in Brazil and two proteins processing plants in Argentina. The Firm owns numerous subsidiaries, such as Minerva Dawn Farms Industria e Comercio de Proteinas SA, CSAP Companhia Sul Americana de Pecuaria SA and Athena Foods SA, among others.
Minerva SA engages in the production and market of beef products. The company is headquartered in Barretos, Sao Paulo. The company went IPO on 2007-07-20. The firm's activities are divided into two business segments: Meat and Livestock. The Meat division is involved in the production and sale of fresh beef. This segment includes beef, pork and poultry processing, as well as production and sale of cattle byproducts, such as hides or giblets. The Livestock division focuses on live cattle export. The firm operates slaughterhouses in Brazil, Paraguay Uruguay, Colombia and Argentina, meat processing plant in Brazil and two proteins processing plants in Argentina. The Firm owns numerous subsidiaries, such as Minerva Dawn Farms Industria e Comercio de Proteinas SA, CSAP Companhia Sul Americana de Pecuaria SA and Athena Foods SA, among others.
Revenue: Net revenue Q4 was BRL 14.2 billion and full-year net revenue was roughly BRL 55.0 billion (record for 12 months).
Profitability: Q4 EBITDA was BRL 1.2 billion (8.2% margin); FY25 EBITDA was BRL 4.8 billion (8.8% margin), a company record.
Cash & Deleveraging: Free cash flow for 2025 was BRL 1.5 billion; net debt fell to BRL 12.8 billion and net leverage ended at 2.6x.
Capital Return: Interim dividends of BRL 162 million were paid in December; management proposes BRL 30.8 million additional, totaling ~BRL 193 million for FY25.
Guidance & 2026 outlook: Management declined to publish formal guidance but expects top-line growth of 6%–10% in 2026 and said EBITDA in monetary terms should be around the 2025 level (though margin may compress).
China & quotas: China’s safeguard/quota regime is creating destination-specific constraints; Minerva highlights its geographic diversification (19 China‑approved plants across several countries) as an advantage to reallocate volumes.
Sustainability & integration: Integration of acquired assets completed ahead of schedule; sustainability milestones include 100% compliance in key audits and the Irapuru II solar acquisition to supply 9 facilities.
