CI&T Inc (NYSE:CINT)
$ 3.43 -0.020 (-0.58%) Market Cap: 439.00 Mil Enterprise Value: 528.81 Mil PE Ratio: 11.83 PB Ratio: 1.35 GF Score: 71/100

Q2 2025 Ci&T Inc Earnings Call Transcript

Aug 13, 2025 / 08:30PM GMT
Release Date Price: $4.86 (-2.02%)

Key Points

Positve
  • CI&T Inc (CINT) reported a revenue of $117.2 million for Q2 2025, marking an organic growth of 12.3% at constant currency compared to the same period last year.
  • The company achieved an adjusted EBITDA margin of 18.4%, showing a sequential improvement from the first quarter.
  • CI&T Inc (CINT) has joined AWS's Gen AI Partner Innovation Alliance, becoming one of just 15 partners worldwide, enhancing its AI capabilities.
  • The company has successfully scaled AI across its organization, with 90% of its team adopting the Ci&T Flow platform, boosting productivity and efficiency.
  • CI&T Inc (CINT) reported a 26% year-over-year revenue increase in Latin America, driven by rapid AI adoption, particularly in financial services.
Negative
  • Despite strong performance, the adjusted profit margin slightly decreased to $12.2 million in Q2 2025 compared to $12.5 million in the same period last year.
  • The company faces challenges in retail and consumer goods sectors, where foundational systems need modernization before AI benefits can be fully realized.
  • There is a potential deflationary impact on top-line growth trends in the industry due to AI evolution, which could affect future revenue growth.
  • CI&T Inc (CINT) is experiencing a high utilization rate of 85% to 89%, which may limit its ability to scale quickly without additional hiring.
  • The company is navigating a fragmented IT services market, which presents challenges in maintaining competitive differentiation and capturing market share.
Unidentified Participant

(video playing)

Eduardo Galvao
Ci&T Inc - Investor Relations Director

Welcome to Ci&T earnings call for the second quarter of 2025. I am Eduardo Galvao, Director of Investor Relations at Ci&T. Presenting our results with me today are Cesar Gon, our Founder and CEO; Bruno Guicardi, Founder and President for North America and Europe; and Stanley Rodrigues, our CFO.

This event is being recorded (Operator Instructions) If you'd like to submit a question, please send it via email to [email protected]. The presentation is available on the company's investor relations website, and the replay will be available shortly after the event is concluded.

Some of the matters we'll discuss on this call, including our expected business outlook are forward-looking statements. They are subject to known and unknown risks and uncertainties which could cause actual results to differ from those expressed on this call. We caution you not to place undue reliance on these forward-looking statements, as they're valid only as of the date when

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