BRF SA Sponsored ADR Stock News

BRF SA shares have plunged due to concerns about peaking poultry prices and a weaker Brazilian real, but the sell-off seems excessive. Despite disappointing Q4 margins, BRF showed strong revenue growth, improved cost structure, and significant progress in its processed and branded food offerings. The company's processed foods business offers more stable pricing and dependable margins, mitigatin...

BRF S.A. (NYSE:BRFS ) Q4 2024 Earnings Conference Call February 27, 2025 8:00 AM ET Company Participants Miguel Gularte - CEO Fabio Mariano - CFO Conference Call Participants Lucas Ferreira - JPMorgan Gustavo Troyano - Itau Thiago Duarte - BTG Pactual Henrique Brustolin - Bradesco BBI Isabella Simonato - Bank of America Renata Cabral - Citi Operator This teleconference is being recorded and the...

BRF S.A. (NYSE:BRFS ) Q3 2024 Earnings Conference Call November 14, 2024 8:30 AM ET Company Participants Miguel de Souza Gularte - Chief Executive Officer Fabio Mariano - Chief Financial Officer Conference Call Participants Lucas Ferreira - J.P. Morgan Bruno Tomazetto - Itau BBA Leonardo Alencar - XP Guilherme Palhares - Santander Thiago Duarte - BTG Renata Cabral - Citi Isabella Simonato - Ban...

BRF's net revenue increased by 22% YoY and 11% QoQ, with EBITDA margins significantly improving to 17.6% in 2Q24. The company has a healthy capital structure, with net debt reduced to $1.59 billion and leverage at 1.14x EBITDA. Valuation remains attractive with a potential 37% appreciation, supported by Seeking Alpha's strong buy recommendation and favorable market conditions.