Camil Alimentos stock faces 47.5% profit drop in fiscal second quarter

Published on 11/09/2026 at 02:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Camil Alimentos stock is in focus after weaker fiscal second-quarter earnings. Gross margin improved as international pricing remained under pressure.

Fiscal Results Weigh on Camil

Revenue fell as lower international prices pressured the quarter.
Gross margin improved despite weaker earnings and EBITDA.
Higher-value food categories grew in Brazil, while international volumes declined.

Camil Alimentos, BRCAMLACNOR3, Illustration mit AI erstellt.

Camil Alimentos reported a sharp earnings decline for the fiscal second quarter ended in August, according to Diario do Grande ABC. The report was published on October 9, after Camil said the quarter's net income reached BRL 41.3 million, down from BRL 78.7 million a year earlier.

Revenue And Earnings Decline

Net revenue fell 7.2 percent year over year to about BRL 2.8 billion, while gross revenue decreased 6.1 percent to BRL 3.2 billion. Consolidated EBITDA declined 10.1 percent to BRL 225.3 million, and the EBITDA margin slipped to 8.2 percent.

The earnings pressure came as lower average prices in the international business weighed on sales. Camil said the effect was partly offset by stronger volumes in higher-value categories in Brazil. Net finance costs remained negative at BRL 127.6 million, although the company reported a 9.9 percent improvement from the prior-year quarter.

Mix Offers A Partial Offset

Gross profit increased 1.2 percent to BRL 681.9 million, lifting gross margin by 2.1 percentage points to 24.7 percent. Selling, general and administrative expenses rose 8.9 percent to BRL 542.1 million, adding pressure below the gross-profit line.

Consolidated volume fell 4.6 percent to 604,700 tonnes. Brazil's higher-value portfolio, including fish, pasta, coffee and biscuits, grew 14.1 percent to 51,600 tonnes. The international operation declined 8.3 percent to 217,100 tonnes, while its average net price fell 18.3 percent to BRL 3.15 per kilogram as Latin American rice prices weakened.

Business Scope And Competition

Camil Alimentos sells grains, sugar and higher-value food products in Brazil and operates internationally across Uruguay, Chile, Peru, Ecuador and Paraguay. The reported quarter shows a business mix balancing staple-food scale with faster growth in selected branded categories, while international pricing remains a key earnings variable.