Viva Leisure Ltd (ASX:VVA)

Half Year 2025 Viva Leisure Ltd Earnings Call Transcript

Feb 12, 2025 / 12:00 AM GMT

Release Date Price: A$1.46 (-1.02%)

Transcript

Key Points

Positve

Viva Leisure Ltd (ASX:VVA) reported a significant revenue increase to 99 million, up 25.2% from the previous corresponding period.
The company achieved a record EBITDA of 21 million for the half year, marking a 26.2% increase from the previous period.
Membership at corporate locations grew by 32.5%, reaching 238,565 members, driven by both organic growth and acquisitions.
The technology and payments division showed significant growth, with a 124% increase over the prior period, driven by Viva Pay.
Viva Leisure Ltd (ASX:VVA) has a strong recurring revenue model, with over 90% of total revenue being stable and predictable.

Negative

The franchise segment experienced a one-off reduction in revenue due to the cancellation of rebates from a third-party direct debit payments provider.
There is a substantial capital requirement of 1 to 1.5 million per new corporate location, which could impact cash flow.
The company is moderating the pace of new greenfield site openings, which may slow down expansion.
Viva Leisure Ltd (ASX:VVA) faces economic challenges such as rising inflation and interest rates, which could impact future performance.
The integration of Viva Pay into World Gym cannot commence until 2027, delaying potential revenue growth from this segment.

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

VVA.AX - Viva Leisure Ltd
Half Year 2025 Viva Leisure Ltd Earnings Call
Feb 13, 2025 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Viva Leisure Limited HY 2025 results.

All participants are in listen-only mode. There will be a presentation followed by a question and answer session. If you wish to ask a question, you will need to press the star key followed by the number one on your telephone keypad. I would now like to hand the conference over to Mr. Harry Constantino, CEO. Please go ahead.

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Unidentified_2 [2]
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Good morning everyone, and welcome to Viva Leisure's first half FY25 results presentation. It's great to have you with us

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