Q4 2025 Enjoei SA Earnings Call Transcript
Key Points
- Enjoei SA (BSP:ENJU3) achieved a positive result of BRL0.5 million in Q4 2025, compared to a loss of BRL3.2 million in Q4 2024.
- Net revenues for the quarter grew by 8.5%, with gross profit per item advancing by 7%.
- The company expanded its net take rate by 0.5 percentage points, reaching 18.3%.
- Adjusted EBITDA reached a record BRL15.4 million, with cash generation of BRL11.6 million.
- The Enjoei platform saw a 12.2% increase in net revenue, reaching BRL48.3 million, and a 17.4% increase in gross profit.
- Consolidated GMV decreased by 7.9% compared to Q4 2024.
- Net revenue dropped by 5.3% for the same period.
- Consolidated gross profit was impacted, totaling BRL35.7 million, a reduction of 9.8% compared to the previous quarter.
- Advertising expenses represented 19.1% of net revenue in Q4 2025, indicating a high cost of customer acquisition.
- The Elo7 platform is more sensitive to external conditions, impacting its growth trajectory.
Good morning, ladies and gentlemen. Welcome to the Enjoei earnings conference call to discuss the results of the fourth quarter '25. This conference is being recorded, and the replay can be accessed on the IR side for the company. The presentation is also available for download.
(Operator Instructions) Before proceeding, please bear in mind that the forward-looking statements made herein are based on beliefs and assumptions of the company management and on information currently available to the company.
Such statements involve risks and uncertainties as they refer to future events and therefore, depend on circumstances that may or may not occur. Investors at this conference, we have Ana Luiza McLaren, the Chairman of the Board; Tie Lima, CEO; and Leandro Marchesi, CFO and IRO.
I would now like to turn over the floor to Tie Lima, who will begin the presentation. You may proceed, Mr. Lima.
Good morning, everybody, and thank you for your
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