Valid Solucoes SA (OTCPK:VSSPY)
$ 4.23 (0%) Market Cap: 330.40 Mil Enterprise Value: 350.90 Mil PE Ratio: 5.51 PB Ratio: 0.79 GF Score: 69/100

Q3 2025 Valid Solucoes SA Earnings Call (English, Portuguese) Transcript

Nov 6, 2025 / 01:00 PM GMT
Release Date Price: $4

Key Points

Positve
  • Valid Solucoes SA (BSP:VLID3) reported a revenue of 540 million, marking a 10% growth compared to the previous quarter.
  • The ID vertical showed significant growth, with a 70% increase in revenue compared to the previous year.
  • The company achieved its best quarterly EBITDA of 115 million in 2025, indicating a 26% increase from the previous quarter.
  • New businesses contributed 83 million in revenue for the quarter, accounting for 15-16% of total revenue.
  • Valid Solucoes SA maintained a strong cash position, closing the quarter with 653 million, which supports accelerated growth and strategic investments.
Negative
  • Revenue decreased by 6% compared to Q3 2024, indicating challenges in maintaining year-over-year growth.
  • The pay vertical experienced a 40% drop in revenue compared to the same period in 2024, despite recent improvements.
  • The company's EBITDA for the first nine months of 2025 decreased by 90%, primarily due to declines in the pay segment.
  • The digital government segment saw a slight drop in onboarding numbers due to annual contract renewals.
  • Valid Solucoes SA's shares have underperformed compared to the market average over the past 12 months.


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

VLID3.SA - Valid Solucoes SA
Q3 2025 Valid Solucoes SA Earnings Call (English, Portuguese)
Nov 06, 2025 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning everyone. Welcome to Valid's Q3 2025 earnings conference call. I'm Lucas Miyasaka, corporate finance and investor relations manager. Before we begin the presentation, I have some announcements to make.

This event is being recorded and some will be in less mode during the presentation. For those interested, the presentation is also available with simultaneous translation into English.

The supporting slides that we'll be presenting are available on our IR website and shortly after the event and the replay will also be available on our website. As soon as the presentation is over, we will begin the Q&A session. The questions can be submitted as of now and at any time during the
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot