Camil (CAML3) records 16% drop in profit at 1T25, impacted by retreat in sales and prices

The processor of food Camil (CAML3) presented on Tuesday (15) its results regarding the first trimester of cycle 2025 (1T25), between March and May. With a drop in sales volume over the same period of 2024, the company’s profit also retreated.

Continues after advertising

Continues after advertising

Camil’s net profit totaled R $ 66 million in the period, a 16% decrease compared to the first accounting quarter of 2024. On the other hand, there was a recovery from the quarter between December 2024 and February 2025, when the company was in a loss of almost $ 25 million.

EBITDA (profit before interest, taxes, depreciation and amortization) fell 8.4% in the annual comparison, being R $ 233 million. The Ebitda margin was practically stable at 8.7%.

With the stable margin, which affected Camil’s profitability in relation to the 1T24 It was the recipes. There was a 7% drop in one year, to $ 2.7 billion.

Sales in the Brazilian market were the main factor that explains this retreat in Camil’s revenue in early 2025.

Continues after advertising

Continues after advertising

Emrpesa divides its products into two categories. The so -called high spin, consisting of more basic products, such as rice and beanthere was a drop of over 13.6% in the volume sold on 1T25, to 507 thousand tons.

In the category called high value, consisting of more processed products, such as mass and cookiesthe fall was lower, 3.7%. With the larger volume of high turnover, the total fall in the Brazilian market was 12.4%.

This performance was partially offset by Camil sales abroad. In the international market, the company grew by almost 20% the volume of sales at 1T25, in the annual comparison. Thus, in volume, total sales retreated less than 3% in one year.

Falling prices

Another big problem faced by Camil was the prices. And in this regard, the international market was the one that hindered the most, with a drop of almost 31%, with a measure of R $ 4.49 per kilo of food.

Continues after advertising

Continues after advertising

There was also an important retreat in the domestic market, especially in the highest added products. The high value category dropped 24% in one year, for an average price of $ 13.96 per kilo.

The impact is large, mainly because of the price difference compared to the High Giro category. In it, there was also a drop from 11.6%to R $ 3.96 a kilo.

In the management message that accompanies the balance, Camil left a more optimistic message. Mainly about the high value category.

“Massa, coffee and cookies are high -value categories that still operate at about half of the installed capacity, bringing important opportunities for volume expansion and, consequently, efficiency with cost dilution and improvement of profitability,” says the letter signed by the company’s president, Luciano Quartiero, and the director of finance and investor relations, Flavio Vargas.

Continues after advertising

Continues after advertising