Grupo Mateus stock gained 7.09 percent on October 5

Published on 10/07/2026 at 06:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Grupo Mateus stock reported BRL 9.85 billion in second-quarter revenue on August 13, 2026. A 10-analyst consensus set a BRL 5.96 average target.

Grupo Mateus, BRGMATACNOR7, Illustration mit AI erstellt.

Grupo Mateus stock (ISIN BRGMATACNOR7) closed at BRL 5.29 on B3 on October 5, 2026, gaining 7.09 percent from the previous close. The latest operating picture combines double-digit revenue growth with a sharp decline in attributable profit.

Revenue rises as profit falls

According to BTG Pactual on August 13, 2026, second-quarter 2026 net revenue rose 12.2 percent year over year to BRL 9.85 billion. The same release summary puts attributable net income at BRL 236.8 million, down 39.3 percent from the comparable quarter.

The margin picture adds a second signal. BTG Pactual reported adjusted EBITDA of BRL 682 million and a 6.9 percent margin, while EBITDA after IFRS 16 fell 12.1 percent year over year; same-store sales declined 8.0 percent.

Consensus points to a narrow gap

According to TraderNews on September 22, 2026, the consensus rating was Hold across 10 analysts. The average price target was BRL 5.96, which is 12.67 percent above the BRL 5.29 closing price on October 5.

That gap is smaller than the spread between operating growth and earnings performance. Revenue expanded by 12.2 percent, but net income contracted by 39.3 percent, leaving margin recovery and consumer demand as the key measures for the next report.

November report sets next checkpoint

TraderNews identifies November 12, 2026, as the scheduled publication date for Grupo Mateus third-quarter results and November 13, 2026, for the presentation. The timing gives investors a defined checkpoint for judging whether the Novo Atacarejo integration is improving profitability.

For investors, the central trade-off is visible in the second-quarter numbers: scale is lifting sales, while weaker same-store sales and lower profit are testing the conversion of that scale into earnings.

Stock closed at BRL 5.29

Grupo Mateus stock closed at BRL 5.29 on B3 on October 5, 2026, after a 7.09 percent daily gain. Market capitalization stood at BRL 12.0 billion as of October 7, 2026.