Q1 2026 Afya Ltd Earnings Call Transcript

May 7, 2026 / 09:00 PM GMT

Release Date Price: $13.91 (-2.18%)

Transcript

Key Points

Positve

Afya Ltd (AFYA) reported an 8% increase in revenues, reaching R1,013 million, demonstrating strong financial performance.
The company achieved a 4% growth in adjusted EBITDA, reaching R511 million, with a margin of 50.5%.
Free cash flow increased by 3% to R376 million, with a high cash conversion rate of 92.5%.
The number of operating medical school seats increased by over 6% year-over-year, enhancing capacity.
Continuing education revenue grew by 11% year-over-year, indicating strong demand for educational offerings.

Negative

Adjusted EBITDA margin decreased by 200 basis points compared to the previous year, primarily due to higher costs and expenses.
The number of active payers in the Medical Practice Solutions segment declined by 1% year-over-year.
There was a 10% reduction in active users in the Medical Practice Solutions segment compared to the previous year.
Sales and marketing expenses increased year-over-year, impacting overall profitability.
The company faces challenges from AI competition in the Medical Practice Solutions segment, particularly affecting the White Book product.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AFYA.OQ - Afya Ltd
Q1 2026 Afya Ltd Earnings Call
May 07, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for joining us for AFES conference call. I'm here today with AFES CEO, Vigil Gibon, and our CFO, Viz Andre Blanc.

During today's presentation, our executives will make forward-looked statements.

Forward-looking statements can be related to future events, future financial or operating performance, no and unknown risks, uncertainties, and other factors that may cause AFI's right to results to differ materially from those contemplated by these forward-looking statements. Forward-looking statements in this presentation include, but are not limited to, statements related to the business and financial performance, expectations and guidance for future periods, or expectations regarding the company's strategic product initiatives, its

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