Q2 2025 CVC Brasil Operadora e Agencia de Viagens SA Earnings Call (English, Portuguese) Transcript
Key Points
- CVC Brasil Operadora e Agencia de Viagens SA (BSP:CVCB3) reported a robust operating cash generation of BRL131 million in Q2 2025, which is BRL40 million higher than Q2 2024.
- The company opened 50 new stores in Q2 2025, increasing its total to 1,565 stores across Brazil and Argentina, indicating strong growth and confidence in its business model.
- CVC Brasil Operadora e Agencia de Viagens SA achieved a 15% corporate growth in revenue, with Brazil growing by 10% and Argentina by 37% year-over-year.
- The company's EBITDA grew by 31% to BRL92.3 million in Q2 2025, with a healthy margin of 27%, showing strong profitability.
- CVC Brasil Operadora e Agencia de Viagens SA has diversified its revenue streams, ensuring stability and consistent earnings, with a focus on B2B operations and international expansion.
- The company faced a significant impact from maritime capacity reduction, which is expected to continue affecting sales in the second half of the year.
- High interest rates at 15% have impacted consumer spending, particularly for medium to high ticket items, affecting sales growth.
- Geopolitical issues, such as the war in Israel and tensions with the United States, have led to cancellations and reduced travel demand.
- The company's adjusted net loss increased by BRL11 million in Q2 2025 compared to Q2 2024, impacted by financial expenses due to high interest rates.
- CVC Brasil Operadora e Agencia de Viagens SA's take rate decreased slightly due to a change in product sales mix, with B2B gaining more relevance but having a lower take rate.
Good morning, everyone.
Thank you for waiting. Welcome to this video conference to present CBC Corps 2nd quarter 2025 results.
Today we have simultaneous translation into English available.
To axis, just click on the globe icon at the lower part of your screen. Look for interpretation and choose your preferred language, Portuguese or English.
After choosing the language, there is an option to mute the original audio in Portuguese by clicking on mute original audio. We'd like to inform you this video conference is being recorded and will be available on the company's IR website. Www.cbccorp.com.r/IR where you can find complete information about our earnings. You can download the presentation. The link will be in the chat window here also in English. During the company's presentation, all participants will have their microphones disabled.
After the company's presentation, we'll begin a Q&A session.
To ask a question, click on the Q&A icon at the bottom of your screen and send us your question to join the queue. When we call your name, you
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