Blau Farmaceutica stock reports 10 percent first-half revenue growth

Published on 10/07/2026 at 02:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Blau Farmaceutica stock traded at BRL 11.95 on October 6, 2026, up 2.31 percent. First-half revenue reached BRL 922 million, up 10 percent year over year.

Blau Farmaceutica, BRBLAUACNOR8, Illustration mit AI erstellt.

Blau Farmaceutica (ISIN BRBLAUACNOR8) was last at BRL 11.95 on B3 on October 6, 2026 at 5:03 p.m. BRT, up 2.31 percent from the prior session. The latest reported figures show first-half revenue of BRL 922 million, an increase of 10 percent from the prior-year period, according to TraderNews on September 28, 2026.

JCP payment reaches October 8

The immediate corporate event is a shareholder payment. Blau's board approved BRL 17.5 million in interest on equity for the third quarter of 2026, equal to BRL 0.07576250819 per share before withholding tax.

Finance News reported on September 25, 2026 that the payment is scheduled for October 8, 2026. Investors had to hold the shares through September 29, 2026, while the stock traded ex-JCP from September 30, 2026.

Revenue grows as profit faces pressure

The first-half operating picture is mixed in a measurable way. Recurring EBITDA rose 12 percent to BRL 230 million, and recurring EBITDA margin reached 24.9 percent, while accounting net income fell 40 percent to BRL 92 million, according to TraderNews.

That split matters for the stock. Revenue and recurring operating earnings are expanding, but the accounting profit decline shows how currency effects can weaken the bottom line even when the business produces cash. The same analysis cited BRL 885 million in cash and investments against BRL 821 million in gross debt at June 30, 2026.

Consensus stays close to the market price

Analyst coverage is neutral rather than one-sided. The September 28, 2026 analysis cited a consensus of 12 analysts, comprising 3 buy ratings, 8 hold ratings and 1 sell rating, with an average 12-month target of BRL 11.76.

For investors, the key checkpoint is whether the next quarterly report can preserve the 24.9 percent recurring EBITDA margin while accounting profit recovers from the first-half decline. The business model remains concentrated in hospital pharmaceuticals, where product mix and currency movements can materially affect reported earnings.

Stock remains below its yearly high

BLAU3 traded between BRL 8.28 and BRL 14.50 over the 52-week period ending with the October 6, 2026 quote. Its market capitalization was BRL 2.8 billion and volume was 360,600 shares on that session.

The stock was last at BRL 11.95 on B3 on October 6, 2026 at 5:03 p.m. BRT. The next company checkpoint is the October 8, 2026 JCP payment.