Q3 2025 Afya Ltd Earnings Call Transcript
Key Points
- Afya Ltd (AFYA) reported a 13% year-over-year revenue growth for the nine-month period, reaching BRL2.784 billion.
- Adjusted EBITDA grew by almost 19% year-over-year, with a margin increase of 200 basis points to 46.4%.
- Net income increased by 20% year-over-year, reaching BRL593 million, with a basic EPS growth of 20%.
- The company maintained 100% occupancy in all medical programs and expanded approved medical seats by 4%.
- Afya Ltd (AFYA) delivered 700,000 free healthcare consultations, exceeding their 2025 targets and reinforcing their ESG commitments.
- The number of paying users in the Medical Practice Solutions segment decreased by 2% year-over-year.
- Monthly active users in the Medical Practice Solutions segment dropped from 249,000 to 228,000 compared to the previous year.
- The Continuing Education segment saw a 36% decrease in Residency Journey students.
- Afya Ltd (AFYA) is provisioning for increased taxation due to Brazil's implementation of the OECD's Pillar Two global minimum tax.
- The clinical decision software segment experienced a sequential loss of subscribers due to pricing changes.
Thank you for joining us for Afya's conference call. I'm here today with Afya's CEO, Virgilio Gibbon, and our CFO, Luis Andre Blanco. During today's presentation, our executives will make forward-looking statements. Forward-looking statements can be related to future events, future financial or operating performance, known and unknown risks, uncertainties, and other factors that may cause Afya's actual results to differ materially from those contemplated by these forward-looking statements. Forward-looking statements in this presentation include, but are not limited to, statements related to the business and financial performance, expectations and guidance for future periods or expectations regarding the company's strategic product initiatives, its related benefits.
These risks include those more fully described in our filings with the Securities and Exchange Commission. The forward-looking statements in this presentation are based on the information available to us as of the date hereof. You should not rely on them as predictions of future
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