Blau Farmaceutica publishes transcript of 2Q26 earnings call
Reuters2026/08/14 15:25- Blau held its 2Q26 earnings call with CEO Marcelo Hahn, CFO/DRI Douglas Rodrigues, and IR head Matheus Fujisawa.
- 1H26 net revenue rose 10%; recurring EBITDA margin reached 25%; free cash flow after capex totaled 70 million, including 81 million in 2Q.
- Management expects faster 2H growth on new production lines and easier comparisons; gross margin seen sustainable around 42% through 2026.
- Approval for new production lines remains delayed by local health surveillance; inventory built for launch is awaiting clearance, constraining sales.
- Full-year capex guided slightly below planned EBITDA; management cited BRL 400-450 million, led by pembrolizumab clinical study and Pernambuco packaging line.
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