PNVL3.SA(PNVL3.SA)

$10.82—

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PNVL3.SA(PNVL3.SA)

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$10.82—

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PNVL3.SA(PNVL3.SA)

PNVL3.SA

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/1/26

DIMED S.A. DISTRIBUIDORA DE MEDICAMENTOS (PNVL3.SA)

Wednesday

3:56 PM

Thesis: Recent strategic partnerships and operational efficiencies are expected to drive revenue growth, improving investor sentiment towards the stock.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$5.5B	$6.4B	$7.3B
Rev. Growth	+11.5%	+16.3%	+13.4%
EPS	$0.84	$1.17	$1.41
EPS Growth	+18.3%	+39.3%	+20.5%
P/E (fwd)	12.9×	9.2×	7.7×

★ Analysts see FY2026 revenue reaching $6.4B — +16.3% growth in a single year.

Why Revenue Could Accelerate

1Dimed has secured a new distribution agreement with a leading pharmaceutical manufacturer, expected to increase revenue by 10% over the next year.
2Operational improvements have led to a 5% reduction in logistics costs, enhancing gross margins.
3The company is exploring expansion into telehealth services, which could diversify revenue streams significantly.
4Digital transformation in healthcare
5Increased focus on cost efficiency in pharmaceutical distribution
6Changes in healthcare regulations impacting pharmaceutical pricing
7Fluctuations in demand for prescription drugs driven by demographic trends
8Operational efficiency improvements leading to margin expansion

FY2025 Snapshot

Revenue: $5.5B
Rev. Growth: +11.5%
Gross Margin: 28.2%
Op. Margin: 4.3%
Net Margin: 2.3%
Net Income: $125M
NI Growth: +18.1%
EPS: $0.84
1Y Return: +18.5%

PNVL3.SA Chart

My Notes

"We are committed to enhancing our distribution capabilities to better serve the Brazilian market."
Moat: Dimed's extensive distribution network and established supplier relationships provide a durable competitive advantage.
value - The stock's low Price/Sales ratio of 0.3x indicates potential undervaluation relative to peers.
Higher interest rates could increase financing costs for Dimed, impacting its capital expenditures and potentially reducing free cash flow.
Watch on earnings: Brazilian pharmaceutical market growth rate, Operating cash flow trends, Gross margin fluctuations.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $6.4B to $7.3B as dimed has secured a new distribution agreement with a leading pharmaceutical manufacturer.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

12.9×

9.2×

7.7×

Why Revenue Could Accelerate

1Dimed has secured a new distribution agreement with a leading pharmaceutical manufacturer, expected to increase revenue by 10% over the next year.

2Operational improvements have led to a 5% reduction in logistics costs, enhancing gross margins.

3The company is exploring expansion into telehealth services, which could diversify revenue streams significantly.

4Digital transformation in healthcare

5Increased focus on cost efficiency in pharmaceutical distribution

6Changes in healthcare regulations impacting pharmaceutical pricing

7Fluctuations in demand for prescription drugs driven by demographic trends

8Operational efficiency improvements leading to margin expansion

My Notes

"We are committed to enhancing our distribution capabilities to better serve the Brazilian market."

Moat: Dimed's extensive distribution network and established supplier relationships provide a durable competitive advantage.

value - The stock's low Price/Sales ratio of 0.3x indicates potential undervaluation relative to peers.

Higher interest rates could increase financing costs for Dimed, impacting its capital expenditures and potentially reducing free cash flow.

Watch on earnings: Brazilian pharmaceutical market growth rate, Operating cash flow trends, Gross margin fluctuations.