CVC Brasil Operadora e Agencia de Viagens SA (BSP:CVCB3)
R$ 2.32 +0.010 (+0.43%) Market Cap: 1.22 Bil Enterprise Value: 1.44 Bil PE Ratio: 0 PB Ratio: 2.35 GF Score: 71/100
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Q1 2025 CVC Brasil Operadora e Agencia de Viagens SA Earnings Call (English, Portuguese) Transcript

May 14, 2025 / 01:00 PM GMT
Release Date Price: R$2.38 (-3.64%)

Key Points

Positve
  • CVC Brasil Operadora e Agencia de Viagens SA (BSP:CVCB3) opened 39 new stores in Q1 2025, surpassing pre-pandemic levels with over 1,500 operating stores in Brazil and Argentina.
  • The company achieved a significant sales growth of BRL1 billion in Q1 2025, with B2C sales growing by 9% and B2B by 22% compared to Q1 2024.
  • Argentina operations showed remarkable growth, doubling earnings with a 102% increase compared to Q1 2024.
  • The company improved its capital structure, reducing net debt from 1.9 to 0.9 times EBITDA compared to Q1 2024.
  • CVC Brasil Operadora e Agencia de Viagens SA (BSP:CVCB3) successfully implemented its fidgeal sales model, which now accounts for 44% of total B2C sales, enhancing its omnichannel capabilities.
Negative
  • The take rate experienced a slight drop from 13% to 12.6% in B2C and from 6.5% to 6.2% in B2B due to changes in the product sales mix.
  • Despite strong growth, the company faces challenges with the competitive pricing environment, particularly from digital competitors.
  • The company's cash consumption increased by BRL40 million in Q1 2025 compared to Q1 2024, attributed to seasonality and higher passenger volumes.
  • There was a decline in bookings per store, indicating potential challenges in same-store sales growth.
  • The take rate in Argentina decreased from 8.6% to 7.1%, influenced by a change in the sales mix between Ola and Almundo.


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

CVCB3.SA - CVC Brasil Operadora e Agencia de Viagens SA
Q1 2025 CVC Brasil Operadora e Agencia de Viagens SA Earnings Call (English, Portuguese)
May 14, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone.

Thank you for waiting. Welcome to this video conference to present CBC Corps Q1 2025 results.

Today we have simultaneous translation into English available.

To access, click on the globe icon at the lower bar of your screen. Look for interpretation and choose your preferred language, Portuguese or English.

After choosing the language, there's an option to mute the original audio in Portuguese. Just click on mute original audio. We'd like to inform you this video conference is being recorded and will be available on the company's IRR website W3. CBCcorp.com./RI where you can find complete information
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