Added to YB: 2025-04-22
Pitch date: 2025-04-19
RADLY [neutral]
Raia Drogasil S.A.
+24.94%
current return
Author Info
No bio for this author
Company Info
Raia Drogasil S.A. engages in the retail sale of medicines, perfumery, personal care and beauty products, cosmetics, dermocosmetics, and specialty medicines in Brazil.
Market Cap
BRL 35.4B
Pitch Price
BRL 19.77
Price Target
N/A
Dividend
1.02%
EV/EBITDA
10.64
P/E
28.59
EV/Sales
1.10
Sector
Consumer Staples Distribution and Retail
Category
growth
A Quick Follow Up on Raia Drogasil
RADLY (update): Leading Brazilian pharmacy with 40% online market share. 35-min delivery from stores, 20% of sales online. Only pharmacies can sell drugs in Brazil, giving protection from Amazon. IRR >20% on new stores with 2-year payback. 350 new stores/year. Independents struggle vs RD's 2x higher sales/store.
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