Locaweb Servicos de Internet SA (BSP:LWSA3)

Q3 2025 Lwsa SA Earnings Call Transcript

Nov 14, 2025 / 12:00 PM GMT

Release Date Price: R$4.2 (+0.96%)

Transcript

Key Points

Positve

Locaweb Servicos de Internet SA (BSP:LWSA3) reported a significant growth acceleration in Q3 2025, with a 16.8% increase in GMV, reaching 20.3 billion reais.
The company achieved its highest nominal EBITDA of 87 million reais, marking an 18.1% growth year over year, with an EBITDA margin increase to 22.5%.
Operational cash generation was strong, with 170 billion reais generated in Q3, contributing to a 14.6% margin when compared to net revenue.
Locaweb successfully launched the Bling digital account, enhancing user experience and expanding monetization opportunities through financial products.
The company strategically divested from non-core assets, Squid and Nextios, to focus on core operations, generating a fiscal asset of 117 million reais from the sale of Squid.

Negative

The RB Online and SAS department experienced a 2.1% year-over-year decrease in revenue due to the sale of the Nextios portfolio.
Despite strong financial performance, the company reported a loss in the period due to a non-cash accounting impact of 287.8 million reais from the sale of Squid.
The company does not currently have any plans for M&A-based investments, focusing instead on internal asset monetization and growth.
Locaweb's strategy involves prioritizing profitability over growth in certain segments, which may limit expansion opportunities in the short term.
The company faces challenges in maintaining growth momentum, as indicated by slower performance in July compared to subsequent months.

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

LWSA3.SA - Lwsa SA
Q3 2025 Lwsa SA Earnings Call
Nov 14, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen. Welcome to LWSA's Q3 2025 earnings conference. Joining us today are Mr. Rafael Chamas, CFO, and RO Mr. Andre Kuboda. For the Q&A session, we will also be joined by the company senior management team.

This event is being streamed via Zoom webinar with simultaneous interpretation into English and will be available for replay at RI. LWSA.tech.

The slide deck for this presentation can be downloaded from the Results Center under the Financial Information tab on the same website.

All figures are stated in Brazilian realis and have been prepared in accordance with Brazilian accounting standards as defined by the Brazilian Accounting Pronouncements Committee.

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