Brazil · Delayed Price · Currency is BRL Smartfit Escola de Ginástica e Dança Earnings Call Transcripts
Fiscal Year 2025
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Record expansion and strong financial growth in 2025, with net revenue up 30% and EBITDA up 30% year-over-year. TotalPass and international operations drove diversification, while disciplined capital allocation and efficiency initiatives supported profitability and future growth.
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Q3 2025 results exceeded expectations with strong retention, higher operating margins, and robust cash flow. Dash AI product launched in self-serve and integrated forms, driving early engagement, while share repurchases and disciplined capital allocation continued. Guidance for FY25 was raised on revenue and margins.
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TotalPass profitability and scale are improving, with expansion flexibility across Latin America and renewed growth in the high-end segment. CapEx efficiency initiatives and a strong competitive position support continued growth.
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Achieved 33% year-over-year revenue growth and record EBITDA, driven by robust expansion and strong membership gains. Mature units delivered high margins and ROIC, while disciplined capital allocation supported continued network growth.