Camil Alimentos SA
BOVESPA:CAML3
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Camil Alimentos SA
BOVESPA:CAML3
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BR |
Camil Alimentos SA
Camil Alimentos SA engages in the production and commercialization of agricultural goods. The company is headquartered in Sao Paulo, Sao Paulo and currently employs 7,000 full-time employees. The company went IPO on 2017-09-28. The firm focuses on the manufacture and commercialization of rice, rice crackers, beans, peas, chickpeas and lentil seeds, soybean-based meals, popcorn, sugar and seafood, among others. The firm's products are distributed under various brand names, including Camil, Pescador, Coqueiro, Uniao, Barra, Dolce, Namorado, Butui, Bonzao, Neve and Ducula in Brazil; Saman in Uruguay; Tucapel in Chile, as well as Costeno and Paisana in Peru. The firm operates grain processing units, fish processing plants and sugar mills. The firm controls a number of subsidiaries, such as Camil Internacional Argentina SA, Carreteiro Industria e Comercio de Alimentos Ltda and Ciclo Logistica Ltda.
Camil Alimentos SA engages in the production and commercialization of agricultural goods. The company is headquartered in Sao Paulo, Sao Paulo and currently employs 7,000 full-time employees. The company went IPO on 2017-09-28. The firm focuses on the manufacture and commercialization of rice, rice crackers, beans, peas, chickpeas and lentil seeds, soybean-based meals, popcorn, sugar and seafood, among others. The firm's products are distributed under various brand names, including Camil, Pescador, Coqueiro, Uniao, Barra, Dolce, Namorado, Butui, Bonzao, Neve and Ducula in Brazil; Saman in Uruguay; Tucapel in Chile, as well as Costeno and Paisana in Peru. The firm operates grain processing units, fish processing plants and sugar mills. The firm controls a number of subsidiaries, such as Camil Internacional Argentina SA, Carreteiro Industria e Comercio de Alimentos Ltda and Ciclo Logistica Ltda.
Revenue Decline: Net revenue fell to BRL 2.9 billion, down 5% year-on-year, mainly due to lower prices, though volumes increased.
Profitability Up: EBITDA rose 39% year-on-year to BRL 239 million, with EBITDA margin expanding to 8.1%.
Margin Drivers: Improved profitability was supported by operating discipline, product mix, and higher value-added and international categories.
High Growth Segments: Strong volume growth was seen in coffee and fish, with continued optimism for the high growth category as a key pillar.
International Recovery: Profitability in the international segment improved, especially in Peru and Chile, and Paraguay brings growth potential.
Cost Efficiency: Cost of goods sold declined 11%, boosting gross profit and gross margin to 22.7%.
Strategic Investments: Major CapEx of BRL 95 million focused on a new grain and thermoelectric plant in Cambai to enhance long-term efficiency.
Outlook: Management is optimistic about maintaining profitability in sugar, but notes ongoing challenges with rice prices and expects margin pressure in Q4.
