PART 2
Dear Investor!
Continuing our series of interviews with the Investor Relations (IR) professionals of publicly traded companies, as we did with the Estapar (check it out here) last December, the conversation this time was with André Vasconcellos, IR at Fictor Foods (FICT3). The aim of the series is for you to get to know the company, which is practically a newcomer to B3, regardless of whether it is in your portfolio or not.
This Friday we publish part 2 of the interview, the third part will be published on Tuesday (22) and the last on Thursday (24).
Check it out below:
Shareholder - What were the main factors that impacted the financial results in the last quarter/year?
André Vasconcellos - On March 28, 2025, Fictor Alimentos S.A. presented its financial statements for the fiscal year 2024. Audited by Ernst & Young, which issued an accounting opinion with no caveats or weaknesses reported, the financial results reflect the performance of the former Atom Empreendimentos e Participações S.A. (ATOM3) in the last quarter of 2024. Among the financial highlights is a net loss of R$ 366 thousand, an amount that reflects an accounting change already reported by the former management and the result of a deferred tax credit. With the company's recent corporate transformation and a change in its corporate purpose, which is different from that which gave rise to the tax credit, the current management reversed it.
In December 2024, Fictor Alimentos completed the partial spin-off of its assets in the education segment, incorporated by a former subsidiary, and began operations in the food sector. This transaction had a direct impact on the company's equity structure. During 2024, the company's shares completely diverged from the sector and the market in general, showing an impressive rise in value and a drastic reduction in short positions (i.e. a significant drop in "shorte" operations). This shows that the market believes that the trend is upwards and that there are no major doubts about the company's future performance.
ESG
A - How is the company addressing environmental, social and governance (ESG) issues?
AV - We are fully aware that, in the animal protein sector, ESG commitments are not optional - they are part of our duty to society, the environment and investors. That's why Fictor Alimentos is implementing an ESG agenda with concrete goals, integrated into our business strategy. From an environmental point of view, it is natural for the company to consider investments in technologies to reduce emissions, water use and waste generation, as well as strengthening the monitoring of the supply chain to ensure sustainable practices. From a social perspective, prioritizing animal welfare is intrinsic to the sector's demands. During our bell ringing at B3 on 11/05/2024, we also reinforced our concern for food safety, the development of our employees and the engagement of local communities, especially in regions where we will potentially have production units. And in terms of governance, our arrival at B3 has already been a milestone: we have continuously improved our compliance, internal control and transparency structures. We have an active Board of Directors and we have evolved our reporting practices by adopting good practices in our Investor Relations program. We know that the road ahead is continuous, but we are committed to being part of the solution - leading responsibly and building a company that generates long-term value for all its stakeholders."
A - Are there specific targets for reducing emissions or environmental impact?
AV - Undoubtedly, an agribusiness company must make important commitments on the environmental agenda. Although we have not yet disclosed specific quantitative targets for reducing emissions or environmental impact, this is also a priority issue within our plan to evolve our ESG agenda. We are at an advanced stage of diagnosing our environmental footprint, with specialized technical support, to ensure that the targets that are set are realistic, auditable and in line with best market practices. More than short-term targets, we want to build solid and transparent commitments, integrated into our business model. The ambition is clear: to reduce impacts, increase efficiency and generate environmental value at every stage of the chain - from the farm to the consumer. And, as a company listed on B3, we know the importance of communicating this progress clearly and responsibly. Our commitment is to evolve consistently and to bring investors along on this journey.
A - What are the main ESG risks identified by the company?
AV - ESG is an ongoing journey - and it starts with mapping our main risks. We are at just this stage: conducting an in-depth diagnosis, with qualified technical support, to identify the most relevant ESG risks for our business model - considering our assets, operations and value chain, both in poultry and in fish and seafood. Our commitment is to treat the issue with the seriousness it demands, so that future actions - including any targets - are based on reliable data and reflect our operational reality. We are taking concrete steps in this direction, and investors can expect Fictor Alimentos to be increasingly transparent, responsible and aligned with the best environmental and social governance practices."
Source: Shareholders
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