Q4 2025 Anima Holding SA Earnings Call Transcript
Key Points
- Anima Holding SA (BSP:ANIM3) reported the best revenue in its history for 2025, with a growth of almost 6% compared to 2024.
- The company achieved an EBITDA of 1,200 million reais, growing over 11% from the previous year.
- Anima Holding SA maintained a healthy operating cash flow of 1.5 billion reais, keeping leverage at a manageable level of 2.49 by year-end.
- The company successfully launched new projects, including the University for Creative Economy, and expanded its medical education segment, Espirale, with significant growth in student base and revenue.
- Anima Holding SA demonstrated strong financial discipline, optimizing processes and leveraging technology to enhance efficiency and student experience.
- The company faced challenges with increased dropout rates in Q4 2025, which could impact future student base dynamics.
- There was a noted drop in intake for the digital or distance learning segment, although it was offset by higher ticket prices.
- Anima Holding SA experienced a 100 basis points drop in Espirale's margin in Q4 2025, attributed to accounting adjustments and market conditions.
- The company is navigating a challenging regulatory environment, particularly concerning the new legal framework affecting digital education offerings.
- Despite improvements, Anima Holding SA's financial expenses remain a concern, with expectations of potential impacts from interest rate fluctuations.
Morning everyone.
We'll wait until everybody connects.
But we're going to just wait a while until the heart.
Good morning, everyone.
Welcome to Q4 2025 and the year of 2025 of animal education conference call.
I am Carina Carreira, I are of Aima, and we have Paula Araca, CEO Achelaimozakoya, CFO, and Chago Moraz, CFO of Inspirale. This presentation is being recorded and it will be made available today on our IR website of the company where you You can find all the other materials of these earnings results at the end of the presentation, we have a QA session and to ask a question, just use the raise hand button.
Before turning over to Paula, we'd like to share with you our 2025 year.
It was a year of deliveries, what we promised, what we gained, purpose, sustainability, optimizing processes, results, reduced leverage. The power and decisions actually turned everyday academic quality that everything was in the center.
Learning flourished, customer or student satisfaction
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