The earnings call highlighted strong revenue and EBITDA margin improvements, effective cash flow and debt management, and progress in store conversions and ESG initiatives. However, challenges such as same-store sales growth lagging behind inflation, persistent consumer trade-down, and high interest rates were also noted. Despite these challenges, the company demonstrates resilience and strategic foresight.

Company Guidance

In the second quarter of 2025, Assaí Atacadista reported a revenue of BRL 21 billion, with a same-store sales growth below the food inflation rate, which stood at around 7% to 7.5%. The company experienced a trade down movement of approximately 3.5% to 4% due to high interest rates and other economic pressures. Despite these challenges, Assaí achieved an EBITDA margin pre-IFRS of 5.7%, representing a 30 basis point increase compared to the previous year. The company's free cash flow before interest payments was BRL 2.7 billion, with a conversion rate of 90% of EBITDA into cash. Assaí focused on deleveraging, reducing net debt by BRL 200 million, and closing the quarter with a leverage ratio of 3.17. Additionally, the company highlighted its efforts to expand product categories, including private labels, and its strategy to increase market penetration across different social classes and demographics.

Record Revenue Achievement

Revenue reached BRL 21 billion in the second quarter, despite challenging market conditions.

EBITDA Margin Increase

EBITDA margin pre-IFRS improved to 5.7%, a 30 basis point increase from the previous year.

Strong Free Cash Flow Generation

Free cash flow before interest payments amounted to BRL 2.7 billion, a significant achievement aided by operational efficiency and reduced investments.

Successful Debt Management

Net debt was reduced by BRL 200 million year-over-year, with a substantial decrease in gross debt due to effective reprofiling and prepayments.

Store Conversion Success

Converted stores are showing promising results, with some achieving over 90% of the sales productivity of organic stores.

ESG Initiatives

Over 1,000 employees are migrants or refugees, and over 530,000 meals were provided through social initiatives, surpassing goals.

Sendas Distribuidora (ASAIY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ASAIY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.11 / -	0.098	―	―	―
Aug 07, 2025	2025 (Q2)	0.08 / 0.15	0.08	85.00% (+0.07)
May 08, 2025	2025 (Q1)	0.05 / 0.08	0.038	105.26% (+0.04)
Feb 19, 2025	2024 (Q4)	0.22 / 0.28	0.214	28.50% (+0.06)
Nov 08, 2024	2024 (Q3)	0.10 / 0.10	0.141	-30.50% (-0.04)
Aug 08, 2024	2024 (Q2)	0.08 / 0.08	0.115	-30.43% (-0.04)
Apr 24, 2024	2024 (Q1)	0.04 / 0.04	0.053	-28.30% (-0.01)
Feb 21, 2024	2023 (Q4)	0.20 / 0.21	0.296	-27.70% (-0.08)
Oct 30, 2023	2023 (Q3)	0.12 / 0.14	0.203	-30.54% (-0.06)
Jul 26, 2023	2023 (Q2)	0.10 / 0.12	0.234	-50.85% (-0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ASAIY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$9.25	$9.15	-1.08%
May 08, 2025	$8.35	$8.55	+2.40%
Feb 19, 2025	$6.28	$6.10	-2.87%
Nov 08, 2024	$6.26	$6.08	-2.88%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Sendas Distribuidora (ASAIY) report earnings?

Sendas Distribuidora (ASAIY) is schdueled to report earning on Nov 06, 2025, TBA (Not Confirmed).

What is Sendas Distribuidora (ASAIY) earnings time?

Sendas Distribuidora (ASAIY) earnings time is at Nov 06, 2025, TBA (Not Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ASAIY EPS forecast?

ASAIY EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing