Locaweb Servicos de Internet SA (BSP:LWSA3)
R$ 3.9 -0.050 (-1.27%) Market Cap: 2.14 Bil Enterprise Value: 1.82 Bil PE Ratio: 61.90 PB Ratio: 0.78 GF Score: 83/100
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Q1 2025 Lwsa SA Earnings Call Transcript

May 9, 2025 / 01:00 PM GMT
Release Date Price: R$3.53 (-1.12%)

Key Points

Positve
  • Locaweb Servicos de Internet SA (BSP:LWSA3) reported a significant improvement in GMV, reaching 18.2 billion Brazilian reals, up 14.5% year-over-year.
  • The company saw a 6.8% increase in its subscriber base, contributing to a 15.5% rise in subscription revenue.
  • Locaweb's own store GMV increased by 14.1%, and its TPV grew by 15.7%, processing 2 billion in the first quarter.
  • The company achieved an 8.8% increase in net revenue, surpassing all quarters in 2024.
  • Locaweb's profitability improved, with a 20.1% margin and a 15.1% growth in adjusted EBITDA, reaching 70.2 million Brazilian reals.
Negative
  • The restructuring at Squid affected growth in the previous quarter, although the company is now seeing acceleration.
  • The impact of reburdening payroll taxes is expected to affect the EBITDA margin by approximately 1% for the year.
  • Despite improvements, the company's cloud migration has led to increased costs, impacting short-term results.
  • The competitive environment in e-commerce remains challenging, affecting growth dynamics.
  • Locaweb's focus on reigniting growth may require additional expenses and investments, potentially impacting short-term profitability.


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

LWSA3.SA - Lwsa SA
Q1 2025 Lwsa SA Earnings Call
May 09, 2025 / 01:00PM GMT

=====================
Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen. Welcome to LWSA Q1 2025 earnings conference.

Joining us today are CEO Mr. Rafael Chamas and CFO and IRO Mr. Andre Caboda. For the Q&A session, we will also be joined by the company's senior management team.

This event is being streamed online via Zoom webinar with simultaneous interpretation into English and will be available for replay at Rri.lisa. Tech.

You can download the slide deck for this presentation at the same website's results center under the Financial Information tab.

The reported figures are denominated in Brazilian real and have been calculated in accordance with Brazil's standard accounting practices as per the statements, guidelines, and interpretations issued by
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