Brazil · Delayed Price · Currency is BRL Bemobi Mobile Tech Earnings Call Transcripts
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, with strong gains in payments and SaaS, and international expansion driving growth. Adjusted EBITDA rose 22%, and net income increased 20%. Payments and SaaS now comprise 60% of revenue, with further growth expected.
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 double-digit growth in revenue, EBITDA, and net income, driven by strong expansion in payments and SaaS, with resilient digital subscriptions and high growth in credit scoring. Cash flow and margins remained robust, supporting ongoing M&A and shareholder returns.