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Raia Drogasil SA
OTC:RADLY

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Raia Drogasil SA Logo
Raia Drogasil SA
OTC:RADLY
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Price: 3.69 USD -0.81% Market Closed
Market Cap: $6.3B

Raia Drogasil SA
Investor Relations

Raia Drogasil is one of Brazil’s largest pharmacy chains. It sells prescription medicines, over-the-counter drugs, health and personal care products, beauty items, and everyday convenience goods through its stores and online channels. Its main customers are ordinary consumers who need to fill prescriptions, buy treatments for common ailments, or pick up routine household and personal care items. The company makes money mainly by selling products at retail prices. In practice, that means it earns from a steady stream of repeat purchases rather than from big one-time sales. Its pharmacies also act as local health access points, which helps it build frequent customer visits and handle regulated medicine sales, a core part of the business. What makes Raia Drogasil different is its role in a tightly regulated, essential retail market. Pharmacies need broad product availability, reliable supply chains, and strong store coverage in places where people live and work. That gives the company a mix of convenience retail and healthcare distribution, with revenue tied to everyday consumer needs rather than discretionary spending.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 6, 2026
AI Summary
Q1 2026

Top line: Excluding 4Bio, gross revenue reached BRL 12 billion, up 20% year over year, with mature-store sales up 12.8% and digital revenue up 66%.

Profitability: EBITDA came in at BRL 821 million, up about 32%, while net income rose to BRL 299.8 million, up 70%.

Market share: Management said the company gained 150 bps of nationwide market share, with especially strong gains in São Paulo.

Digital strength: Digital channels accounted for about 30% of sales and the app remained the main driver, with 83% of digital sales.

GLP-1 outlook: Management said GLP-1 availability should improve from April onward, with generics likely to lower average prices but support broader access and long-term penetration.

Costs and cash: The cash cycle improved by 10 days, driven mainly by lower inventory, while selling expenses and G&A continued to be well controlled.

4Bio: The 4Bio sale closed and the business is now treated as a discontinued operation in the reported results.

Key Financials
Units in operation
3,614
Customers
53 million
Tickets
111 million
NPS
91%
Gross revenue
BRL 12 billion
Mature-store sales growth
12.8%
Digital revenue
BRL 3.6 billion
Digital sales share
30%
Adjusted EBITDA
BRL 821 million
Net income
BRL 299.8 million
Free cash flow
BRL 285 million
Total cash generation
BRL 136 million
Gross margin
28.3%
Selling expenses
19.0%
G&A
BRL 296 million
Cash cycle
down 10 days
Inventory cycle
down 8 to 9 days
Financial leverage
1.2x EBITDA
CMED index adjustment
2.7%
PIS and COFINS impact
1.2%
GLP-1 market size
1 million packages a month
Informal GLP-1 market size
3 million to 4 million packages
App NPS
81%
Delivery share through app
83%
Same-day delivery
97%
Delivery fee
BRL 6.99
Earnings Call Recording
Other Earnings Calls

Management

Mr. Marcílio D'Amigo Pousada
CEO & Member of Executive Board
No Bio Available
Mr. Antonio Carlos Coelho
VP of Finance & Administrative and Member of Executive Board
No Bio Available
Mr. Marcello De Zagottis
VP of Commercial & Marketing and Member of Executive Board
No Bio Available
Mr. Fernando Kozel Varela
VP of Digital Transformation & Member of Executive Board
No Bio Available
Mr. Renato Cepollina Raduan
VP of Store, Multichannel & Expansion Operations and Member of Executive Board
No Bio Available
Ms. Maria Susana De Souza
VP of People, Culture & Sustainability and Member of Executive Board
No Bio Available
Mr. Bruno Wright Pipponzi
VP of Health Business & Member of Executive Board
No Bio Available
Celso Pissi Filho
Accountant & Technical Manager
No Bio Available
Flavio Fogaca
Director of IR, Corporate Affairs & Strategy
No Bio Available

Contacts

Address
SAO PAULO
Sao Paulo
Av. Corifeu de Azevedo Marques, 3.097, Butanta
Contacts
+551137695678.0
www.rd.com.br
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