Natura Sees Strong Profit Growth Following Successful Restructuring in 2025

Key Takeaways

Natura achieved nearly R$1 billion in net income for 2025 after completing its corporate restructuring.
The integration of Natura and Avon operations has been finalized, contributing to significant cost savings.
Digital sales in Brazil increased by 24.5%, reflecting the company’s focus on digital growth.

Certain Success in Restructuring

Natura has announced the successful completion of its corporate restructuring, signaling a positive shift for the company. The finalization of the sale of Avon International and Avon Russia marks the conclusion of its reorganization efforts. The company reported impressive net revenue of R$6.2 billion for Q4 2025 and a full-year recurring EBITDA margin that rose to 14.6%, an increase of 130 basis points year-on-year.

As part of the restructuring, Natura successfully integrated its operations with Avon in key markets like Mexico and Argentina, which has led to reduced transformation costs. This integrated approach has enhanced operational efficiency, allowing the company to focus on profitability.

In Brazil, digital sales have grown significantly, with a rise of 24.5%. Non-relationship channels contributed 22.5% to total revenue, reflecting Natura’s commitment to enhancing its digital sales strategy. Additionally, the company’s fintech platform, Emana Pay, achieved a credit penetration of 41%, indicating strong growth in its financial services segment.

For the entire year, Natura reported a net income of R$974 million. This achievement was largely attributed to the company’s efficient cost management and disciplined expense strategies, even in a challenging macroeconomic climate.

The restructuring initiative is designed to provide Natura with a leaner and more agile organizational framework, allowing the company to prioritize digital growth and reinforce its leadership position in the Latin American market. Such strategic adjustments position Natura favorably for future profitability and market expansion.

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