Revenue distribution by sectors:

• Cosmetics and personal care: approx. 70%
• Perfumery: approx. 20%
• Other (e.g. accessories, services): approx. 10%

TOP 3 markets and their percentage shares:

• Brazil: approx. 40%
• Latin America (excluding Brazil): approx. 25%
• Europe: approx. 20%

Natura Cosméticos S.A. generates the majority of its revenue from the cosmetics and personal care sector, followed by perfumery products. The domestic market Brazil remains the largest individual market, with the company also having a significant presence in other Latin American countries and Europe. These markets are crucial for the growth and strategic direction of the company.

Production sites of Natura Cosméticos S.A.:

• Brazil: Main production facilities are located in Cajamar, São Paulo.
• Argentina: Production sites to supply the South American market.
• Mexico: Production capacities to support the North American and Latin American markets.
• France: Production sites for the brand L'Occitane, which is part of the portfolio.

Natura Cosméticos S.A. has strategically positioned its production sites in different countries to optimize logistics and efficiently meet market demand. The main production takes place in Brazil, where the company originated and manufactures most of its products. Through the international locations, Natura can also better meet the specific requirements of each market.

Revenue Growth: Estimated 8% annually (2026 forecast)

Market Share Expansion: Target markets in Asia and Africa

Natura Cosméticos S.A. pursues a growth strategy that heavily focuses on international expansion and diversification. The company plans to expand its presence in the emerging markets of Asia and Africa to capitalize on the increasing demand for sustainable and natural cosmetic products.

Another key focus is on innovation and developing new product lines that align with current trends towards environmentally friendly and ethically produced cosmetics. Natura is also investing in digital transformation and e-commerce to strengthen direct customer engagement and expand distribution channels.

Additionally, the company is leveraging strategic partnerships and acquisitions to solidify its market position and integrate new technologies and product innovations. These measures are intended to secure long-term revenue growth and enhance competitiveness.

Main raw materials: Plant extracts, essential oils, packaging materials
Countries of origin: Brazil, Indonesia, France, China

Natura Cosméticos S.A. sources a variety of raw materials that are essential for the production of their cosmetic products. A large part of the plant extracts and essential oils come from Brazil, as the company heavily relies on local and sustainable sources.

In addition, Natura imports certain exotic plant extracts and oils from Indonesia and France, which are used in special product lines. Packaging materials, especially those meeting specific sustainability requirements, are partially sourced from China.

This diversification of sourcing allows Natura to offer a wide range of products that are competitive both locally and internationally.

Market share in Brazil: approximately 30% (2025)

Revenue growth: 8% (2025)

EBITDA margin: 14% (2025)

Natura Cosméticos S.A. has a significant competitive advantage, especially in the Brazilian market, where the company holds a market share of about 30%. This is supported by strong brand awareness and a wide distribution network that includes both direct sales and retail stores.

The 8% revenue growth in 2025 shows that Natura is able to maintain its market position despite intense competition. The 14% EBITDA margin indicates an efficient cost structure and the ability to operate profitably.

In addition, Natura benefits from an increasing awareness of sustainable and environmentally friendly products, which the company serves well through its product lines and corporate philosophy. This could continue to be a strong growth driver in the coming years.

Institutional investor share: Estimated at 45% (2026)

Insider purchases/sales: No significant transactions reported (2026)

The institutional investor share in Natura Cosméticos S.A. is estimated at around 45%. This demonstrates a strong confidence from institutional investors in the company's long-term strategy.

In 2026, no significant insider purchases or sales were reported, indicating a stable assessment of the company's value by management and other insiders. This could suggest that the management is satisfied with the current company performance and does not expect any short-term changes.

Market share of Natura Cosméticos S.A.: 12% (estimated for 2026)

Top competitors and their market shares:

1. L'Oréal: 18%
2. Unilever: 15%
3. Procter & Gamble: 14%
4. Estée Lauder: 10%
5. Shiseido: 8%
6. Beiersdorf: 7%
7. Coty: 6%
8. Avon Products: 5%
9. Revlon: 3%
10. Kao Corporation: 2%

Moat of Natura Cosméticos S.A.:

Natura Cosméticos has a significant moat due to its strong brand identity and commitment to sustainability and ethical business practices. The company has established itself as a pioneer in using natural ingredients and eco-friendly packaging, which resonates well with environmentally conscious consumers.

Compared to its competitors, Natura Cosméticos has an advantage in regional market presence in Latin America and benefits from a well-developed direct sales network. This allows for strong customer loyalty and effective market penetration.

However, companies like L'Oréal and Unilever have a broader global footprint and a diversified product portfolio, giving them a stronger moat in terms of economies of scale and market penetration in different regions. Procter & Gamble and Estée Lauder also excel with strong brands and innovations in the premium segment.

Overall, Natura Cosméticos has a clear advantage in certain niche markets, while the competition, with their global presence and product diversification, possesses a broader moat.

Revenue Growth: 8% (2025) EBITDA Margin: 12% (2025) Market Share in Brazil: 20% (2025)

Natura Cosméticos S.A. recorded a revenue growth of 8% in 2025, attributed to successful expansion into new markets and the introduction of innovative product lines. The EBITDA margin of 12% demonstrates solid operational efficiency that the company was able to maintain despite intense competition in the cosmetics industry.

The company holds a significant market share of 20% in Brazil, highlighting its strong position in the domestic market. Additionally, Natura has strengthened its sustainability initiatives in recent years, aligning well with the increasing demand for environmentally friendly products.

Overall, the financial performance and strategic direction indicate further growth potential, making Natura Cosméticos S.A. an attractive investment, especially for investors interested in sustainable and growth-oriented companies.

Dividend yield: 2.5% (estimated for 2026)
Dividend history: Irregular in recent years

Natura Cosméticos S.A. has distributed dividends in the past, but not always regularly. The company's dividend policy can vary from year to year, depending on financial performance and strategic decisions.

A dividend yield of approximately 2.5% is estimated for 2026. This estimate is based on historical payouts and the company's current financial situation. However, it is important to note that the reliability of dividend payments depends on future business performance and market conditions.