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Raia Drogasil S.A. (RADLY) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Raia Drogasil (RD Saúde) held its Q4 2025 earnings call on March 4, 2026, led by CEO Renato Raduan and CIO Flavio Correia, detailing financial performance and strategic updates. Management issued forward-looking statements under the 1996 Securities Litigation Reform Act, cautioning investors about risks tied to economic conditions, industry shifts, and operational uncertainties. The call included analysts from major firms like Goldman Sachs, JPMorgan, and Morgan Stanley, signaling strong institutional interest in the Brazilian healthcare retailer’s trajectory. RD Saúde emphasized its Investor Relations website (ri.rdsaude.com.br) as the primary source for earnings materials, including the presentation and replay, reinforcing transparency. No specific financial figures were disclosed in the transcript excerpt, focusing instead on procedural disclaimers and participant introductions.
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SA Transcripts158.87K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Raia Drogasil S.A. (RADLY) Q4 2025 Earnings Call March 4, 2026 8:00 AM EST Company Participants Renato Raduan - CEO & Member of Executive BoardFlavio de Correia - Director of Investor Relations & Corporate Affairs Conference Call Participants Luiz Guanais - Banco BTG Pactual S.A., Research DivisionMauricio Cepeda - Morgan Stanley, Research DivisionDanniela Eiger - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A., Research DivisionJoseph Giordano - JPMorgan Chase & Co, Research DivisionIrma Sgarz - Goldman Sachs Group, Inc., Research DivisionTales Granello - J. Safra Corretora de Valores e Cambio Ltda, Research DivisionLeandro Bastos - Citigroup Inc., Research DivisionRodrigo Gastim - Itaú Corretora de Valores S.A., Research DivisionLucca Biasi - UBS Investment Bank, Research DivisionGustavo Fratini - BofA Securities, Research Division Presentation Operator Hello, everyone. Thank you for standing by, and welcome to RD Saúde's Fourth Quarter 2025 Earnings Conference Call. This presentation can be found on RD Saúde's Investor Relations website at ri.rdsaude.com.br, where the replay for this conference will also be made available later. [Operator Instructions] Before proceeding, I'd like to mention that forward-looking statements are being made under the safe harbor of the Securities Litigation Reform Act of 1996. Forward-looking statements are based on the beliefs and assumptions of RD Saúde's management and on information currently available to the company. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions as they relate to future events and therefore, depend on circumstances that may or may not occur. Our investors should understand that general economic conditions, industry conditions and other operating factors could also affect the future results of RD Saúde and could cause results to differ materially from those expressed in such forward-looking statements. Today, joining us from the RD Saúde's studio are Mr. Renato Raduan, CEO; and Mr. Flavio Correia, CIO and Corporate Affairs, Chief Officer.

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