YDUQS Participacoes SA (BSP:YDUQ3)

Q3 2025 YDUQS Participacoes SA Earnings Call (English, Portuguese) Transcript

Nov 14, 2025 / 12:00 PM GMT

Release Date Price: R$12.6 (-6.94%)

Transcript

Key Points

Positve

YDUQS Participacoes SA (BSP:YDUQ3) reported a growth in net revenue driven by increased student intake and stable ticket prices.
The company has seen a significant reduction in bad debt due to efficient policies and revenue recognition models.
YDUQS Participacoes SA's digital learning segment showed a margin improvement of 2.5 percentage points.
The company has a strong cash position, with a cash generation of 559 million, exceeding their guidance.
YDUQS Participacoes SA is well-prepared to capitalize on opportunities presented by the new regulatory framework, particularly in semi on-campus offerings.

Negative

The company faces pressure on ticket prices due to restrictions on certain courses, such as nursing, which can only be offered on campus.
There is an anticipated impact on revenue due to the new regulatory framework, with an estimated 1% reduction in total revenue.
YDUQS Participacoes SA has to adapt to increased costs associated with the new regulatory framework, expected to rise by 0.7% in 2027.
The company is experiencing a competitive environment in the medical education sector, impacting their market positioning.
There are concerns about the sustainability of some smaller units, which may require revisiting locations or closures.

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

YDUQ3.SA - YDUQS Participacoes SA
Q3 2025 YDUQS Participacoes SA Earnings Call (English, Portuguese)
Nov 14, 2025 / 12:00PM GMT

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Presentation
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Known and renowned brands where we operate. So we see on campus had this trend of of a turn since the pandemic, since the drop of the ads, the pandemic, we saw the curve turning, and we have a demonstration of this curve being proven the growth of net revenue in the quarter driven by intake. And ticket. So this is very good. You see the model happening all over. Let's start on the right. Well, renewal 31% and you see a difference between 05 versus previous year. So this is very important when we talk about both areas, on campus, semi on campus. So when we have semi on campus. Renewal is a bit below. It's a newer course with more presence of freshmen. It impacts, but we have a very high level of renewal in

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