Azzas 2154 S.A. (BVMF:AZZA3)
Brazil
· Delayed Price · Currency is BRL | Market Cap | 4.34B |
| Revenue (ttm) | 11.82B |
| Net Income (ttm) | 911.25M |
| Shares Out | 201.93M |
| EPS (ttm) | 4.43 |
| PE Ratio | 4.85 |
| Forward PE | 5.46 |
| Dividend | 1.12 (5.10%) |
| Ex-Dividend Date | Dec 22, 2025 |
| Volume | 1,498,100 |
| Average Volume | 4,419,385 |
| Open | 21.59 |
| Previous Close | 21.90 |
| Day's Range | 21.45 - 22.10 |
| 52-Week Range | 20.38 - 45.66 |
| Beta | 0.26 |
| RSI | 39.12 |
| Earnings Date | May 7, 2026 |
About Azzas 2154
Azzas 2154 S.A. engages in the development and marketing of women's, men's and children's footwear, handbags, accessories, and clothing in Brazil and internationally. It offers its products through franchise stores, company-operated store, and web commerce channel under the Arezzo, Schutz, Anacapri, Alexandre Birman, Alme, Vans, Reserva, Reserva Mini, Reserva INK, Reserva Go, Oficina Reserva, Brizza, Troc, Baw, Carol Bassi, ZZMALL, Reversa, Simples Reserva, Paris Texas, Vicenza, Animale, Farm, Farm Global, Fabula, Foxton, Cris Barros, Off Premi... [Read more]
Financial Performance
In 2025, Azzas 2154's revenue was 11.82 billion, an increase of 41.05% compared to the previous year's 8.38 billion. Earnings were 911.25 million, an increase of 166.66%.
Financial StatementsNews
Azzas 2154 Earnings Call Transcript: Q4 2025
Revenue grew 7.1% to BRL 14.7 billion in 2025, driven by strong sell-out channels and premium brands. Operating cash generation hit record levels, leverage declined, and CapEx was cut by 30%. Strategic focus for 2026 includes Hering turnaround, disciplined capital allocation, and global expansion for Farm.
Azzas 2154 Earnings Call Transcript: Q3 2025
Gross revenues grew 4.4% year-over-year to BRL 3.7 billion, with net income up 22.9%. Transformation efforts, especially in Hering, focus on operational efficiency, cash generation, and inventory normalization. Women's apparel and international operations led segment growth.
Azzas 2154 Earnings Call Transcript: Q2 2025
Q2 2025 delivered 10% revenue growth, strong EBITDA, and robust net income, driven by premium brand performance and operational efficiencies. Leadership transitions and strategic integration support Vision 2030, with high-teen growth expected in key segments.
Azzas 2154 Earnings Call Transcript: Q4 2024
Q4 2024 saw 50% revenue growth and stable gross margins, with strong performance from Hering and Farm brands. Non-recurring tax and inventory impacts affected net income, but 2025 will focus on efficiency, cash generation, and minimal one-off expenses.
Azzas 2154 Earnings Call Transcript: Q3 2024
Azzas 2154 reported 12.2% revenue growth in Q3 2024, driven by strong performance in apparel and e-commerce, with EBITDA margin at 15.7%. Integration costs and margin pressures are expected to ease, while 2025 will focus on efficiency, cash generation, and portfolio optimization.
Azzas 2154 Transcript: Investor Update
Azzas 2154, formed by the merger of leading fashion groups, is executing a robust integration focused on brand autonomy, operational synergies, and international expansion. Key value levers include footwear, multi-brand optimization, and digital transformation, with disciplined governance and a strong cultural foundation supporting sustainable growth.
Azzas 2154 Earnings Call Transcript: Q2 2024
Year-over-year revenue grew 7% to BRL 2.9 billion, with stable margins and strong e-commerce and franchise performance. Integration with Grupo Soma is progressing, and key brands like Arezzo, Anacapri, and Vans delivered robust results.