StoneCo Ltd (NAS:STNE)

Q1 2025 StoneCo Ltd Earnings Call Transcript

May 8, 2025 / 09:00 PM GMT

Release Date Price: $13.81 (+4.38%)

Transcript

Key Points

Positve

StoneCo Ltd (STNE) reported a 19% year-over-year growth in gross profits, surpassing their guidance of 14%.
The company achieved a 36% year-over-year growth in EPS, significantly exceeding the 18% growth outlined in their four-year outlook.
StoneCo Ltd (STNE) repurchased 843 million hives or 15.1 million shares during the quarter, demonstrating strong shareholder returns.
The company's MSNB payments active client base increased by 17% year over year, indicating strong client engagement.
StoneCo Ltd (STNE) announced a new share repurchase program of up to 2 billion highs, reinforcing their commitment to returning excess capital to shareholders.

Negative

Adjusted net income decreased by 17% quarter over quarter, primarily due to lower adjusted gross profit and higher investments in distribution channels.
The company expects some deceleration in volume growth due to changes in repricing policy, prioritizing profitability over pure volume growth.
There was a sequential decrease of 0.9 billion reiss in the adjusted net cash position, reflecting ongoing share repurchases and investments in credit growth.
StoneCo Ltd (STNE) faces a challenging macroeconomic environment with higher interest rates impacting their operations.
The company is experiencing some churn due to repricing efforts, which could modestly impact TPV growth in the short term.

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

STNE.OQ - StoneCo Ltd
Q1 2025 StoneCo Ltd Earnings Call
May 08, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by.

Welcome to Stone Col's first quarter 2025 earnings conference call. By now, everyone should have access to our earnings release. The company also posted a presentation to go along with its call. All material can be found online at investors.stone.com.

Throughout this conference call, the company will present certain non-IFRS financial information, including adjusted net income, adjusted gross profit, adjusted net cash, adjusted basic EPS, and ROE.

These are important financial measures for the company but are not financial measures as defined by IRS.

Reconciliations of the company non IFRS financial information to the IFRS Financial information appears in today's press release.

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