Brazil · Delayed Price · Currency is BRL Bemobi Mobile Tech Earnings Call Transcripts
Fiscal Year 2026
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Revenue and EBITDA saw robust double-digit growth, driven by a strategic shift to payments software and successful integration of acquisitions. New client wins and product innovations, including AI initiatives, position the company for continued expansion despite macroeconomic headwinds.
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Revenue grew 35% year-over-year with Paytime acquisition, while organic EBITDA rose 24%. Payments now drive 70% of business, with strong expansion in utilities, education, and healthcare. AI and Pix innovation, plus new verticals, position the company for continued growth.
Fiscal Year 2025
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Record Q4 2025 results with 36% TPV growth and 20% revenue increase, driven by vertical payments expansion into utilities, education, and healthcare. Strategic Paytime acquisition and innovative payment solutions position the company for sustained growth and market leadership.
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Q3 2025 saw 40% revenue growth and 38% TPV increase, driven by payments and SaaS expansion, new product launches, and entry into new verticals and geographies. Strong cash flow and margin expansion support continued investment and a robust dividend policy.
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Q2 2025 saw 19% revenue and 24% EBITDA growth, driven by vertical payments, SaaS, and new product launches. Cash flow and margins remain strong, with robust client acquisition and continued expansion in key segments. Dividend payouts and M&A activity are set to remain aggressive.
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The company has transformed into a specialized, AI-driven payment and SaaS provider, focusing on deep vertical integration and rapid product innovation. Significant growth is expected in core and new markets, with operational leverage and partnerships driving margin improvement and shareholder returns.
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Revenue grew 18% year-over-year, led by strong payments and SaaS performance, with international expansion and new contracts in education and utilities. Adjusted EBITDA rose 22%, and net income increased 20%. Payments and SaaS are expected to drive future growth.
Fiscal Year 2024
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Revenue and EBITDA reached record highs, driven by international expansion, digital payments, and SaaS growth. A new dividend policy targets up to 100% profit distribution, while robust cash flow supports ongoing M&A and platform investments.
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Achieved strong revenue and EBITDA growth for the third quarter, driven by expansion in payments, SaaS, and digital subscriptions, with robust cash generation and a solid balance sheet. Strategic focus remains on M&A, payment innovation, and international expansion, with utilities and new payment standards as key growth areas.
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Q2 2024 saw strong revenue and profit growth, driven by payments and SaaS integration, with robust cash generation and margin expansion. Payments TPV rose 33% year-on-year, and adjusted net income nearly doubled. The outlook remains optimistic, with M&A focused on SaaS and payments.