Sendas Distribuidora SA

Sendas Distribuidora SA

13.49
BRL
-0.35
(-2.53%)
0.72EPS
12.16P/E
11.70BMarket Cap
Nov 05Next Earn
Sendas Distribuidora SA
B3:ASAI3
(B3)

Recent

price

13.49

P/E

ratio

12.16

div

yld

- -

ROIC.AI

2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
BRL
13.82
17.15
20.93
26.86
31.17
40.45
49.26
54.64
57.43
57.77
Revenue per Share
0.37
0.8
0.78
1.04
1.2
0.91
0.53
0.57
0.37
0.72
Basic EPS, GAAP
0.27
0.44
1.3
1.38
0.14
0.73
1.98
2.4
3.36
3.34
Free Cash Flow per Basic Share
0.06
0.09
0.22
0.36
0.11
0.12
0.09
- -
0.1
- -
Dividend per Share
2.25
3.05
5.29
1.01
2.05
2.89
3.42
3.9
4.14
4.74
Book Value per Share
1.7
2.29
2.09
0.23
0.65
-0.82
-0.4
0.05
0.26
0.85
Tangible Book Value per Share
1,342
1,342
1,342
1,342
1,344
1,348
1,350
1,351
1,346
1,343
Basic Weighted Avg Shares
18,544
23,017
28,082
36,043
41,898
54,520
66,503
73,819
77,307
77,566
Sales/Revenue/Turnover
4.82
7.46
5.91
5.96
6.17
5.28
4.79
5.13
5.31
6.34
Operating Margin (%)
263
341
484
1,372
687
990
1,476
1,640
1,755
1,816
Depreciation Expense
497
1,076
1,047
1,398
1,610
1,220
710
769
497
965
Net Income, GAAP
29.8
30.71
28.36
26.83
12.93
8.61
- -
17.75
- -
6.49
Effective Tax Rate (%)
2.68
4.67
3.73
3.88
3.84
2.24
1.07
1.04
0.64
1.24
Profit Margin (%)
-289
-927
-1,648
-437
128
-2,237
-1,809
136
983
1,886
Working Capital
1,395
1,201
10,696
8,315
11,227
19,256
21,721
23,713
24,597
24,306
LT Debt
3,024
4,092
9,701
1,347
2,766
3,896
4,630
5,255
5,554
6,346
Total Equity
- -
20.73
8.25
8.41
15.88
12.67
- -
10.21
- -
13.64
Return on Invested Capital (%)
- -
22.43
9.25
10.21
17.44
12.62
- -
10.92
- -
11.29
Return on Capital (%)
- -
30.24
18.71
33.11
78.29
36.63
16.65
15.56
9.2
16.16
Return on Common Equity (%)

Capital Structure

BRL

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
2,180
2,252
2,687
LT Borrowings
14,580
14,618
14,106
LT Finance Leases
10,017
10,181
10,200
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
1,342
1,342
1,338
Market Capitalization
9,768
12,720
11,697

Working Capital

BRL

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
17,800
17,408
17,236
Cash, Cash Equivalents & STI
5,854
4,366
4,473
Accounts Receivable, Net
3,056
3,484
2,752
Inventories
7,504
7,818
7,873
Total Current Liabilities
16,817
15,788
15,350
Payables & Accruals
- -
- -
- -
ST Debt
2,180
2,252
2,687
Deferred Revenue
- -
- -
- -

Growth Rates

BRL

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
36.85%
5.69%
Free Cash Flow
- -
113.83%
39.59%
Net Income, GAAP
- -
-15.58%
-35.37%
Sales/Revenue/Turnover
- -
16.82%
4.73%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
17,222
17,871
18,563
20,163
73,819
2025
18,552
19,002
18,956
20,797
77,307
2026
18,638
19,175
- -
- -
- -

Quarterly Earnings Per Share

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.04
0.09
0.12
0.32
0.57
2025
0.09
0.16
0.11
0.01
0.37
2026
0.24
0.36
- -
- -
- -

Quarterly Dividends Per Share

BRL

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
0.08
0.01
- -
- -
0.1
2026
- -
- -
- -
- -
- -
Business
Sendas Distribuidora S.A., operating under the brand Assaí Atacadista, is a leading Brazilian company in the wholesale and retail food distribution sector. Founded in 2004 and headquartered in Rio de Janeiro, it specializes in cash-and-carry wholesale operations, serving a diversified customer base that includes food retailers, restaurants, pizzerias, snack bars, grocery stores, supermarkets, schools, small businesses, religious institutions, hospitals, hotels, and individual consumers. Its core products encompass a comprehensive range of over 9,000 grocery items, including food, perishables, beverages (both alcoholic and non-alcoholic), personal hygiene products, cleaning supplies, wrapping products, and automotive and pet lines. The company operates approximately 305 stores and 12 distribution centers across Brazil, providing well-lit, air-conditioned environments with additional services such as butcher counters and parking facilities. In recent developments, Sendas Distribuidora has seen significant shareholder activity with strategic investments by funds linked to the Muffato family, which own substantial share and swap positions in the company as of late 2025. This activity is part of a broader strategy of financial discipline focused on deleveraging and strengthening the balance sheet for 2026. The company continues to expand its footprint and reinforce its position in the Brazilian market by optimizing its cash-and-carry business model under the Assaí brand. There have been no major publicized acquisitions in the past one to two years, but operational and governance revisions were announced recently to support the company’s strategic growth and governance framework. Assaí maintains a commitment to providing a value-driven shopping experience through its broad product offerings, operational excellence, and customer-centric services. Sendas Distribuidora operates exclusively within Brazil, targeting wholesale and retail markets primarily in the food distribution and consumer goods sectors. It holds a strong position in these segments with extensive distribution infrastructure and a large workforce of over 87,000 employees. The company's ongoing focus on enhancing its operational efficiency and governance reflects its intent to capitalize on growth opportunities in Brazil's cash-and-carry retail environment, maintaining robust engagement with diverse customer groups in both urban and regional markets. This comprehensive profile underscores Sendas Distribuidora’s role as a key player in Brazil’s retail wholesale food industry through its Assaí Atacadista brand, its extensive product range, widespread distribution network, and recent shareholder-led strategic initiatives to strengthen financial health and governance.

Company News

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  • Sendas Distribuidora S.A. (ASAIY) Shareholder/Analyst Call Prepared Remarks Transcript

  • Sendas Distribuidora: Deleveraging Delivered, Awaiting The Macro Turn

  • Sendas Distribuidora S.A. (ASAIY) Q4 2025 Earnings Call Transcript

  • Sendas Distribuidora S.A. (ASAIY) Q3 2025 Earnings Call Transcript