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Afya (AFYA) investor relations material
Afya Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Revenue for H1 2025 grew 15% year-over-year to R$1,855.8M, with adjusted EBITDA up 20.4% to R$892.8M and margin at 48.1% (+220 bps YoY).
Net income for H1 2025 increased 17% YoY to R$433.6M; basic EPS rose 16.9% to R$4.69.
Cash flow from operating activities reached R$783.0M (+14.6% YoY), with an operational cash conversion ratio of 88.8%.
Medical student base grew 14% YoY to nearly 26,000, with approved medical seats up 14% to 3,653.
Ecosystem users reached 302,000 by end of H1 2025.
Financial highlights
Adjusted EBITDA margin for H1 2025 at 48.1%, up 220 bps YoY.
Adjusted net income for H1 2025 was R$503.3M, up 9.1% YoY.
Basic EPS for H1 2025 was R$4.69, up 16.9% YoY.
Gross margin expanded year-over-year across segments.
Operating cash flow for H1 2025 was R$783.0M, up 14.6% YoY.
Outlook and guidance
Full-year 2025 guidance reaffirmed, with management maintaining a conservative approach due to seasonality in continuing education.
2025 revenue guidance: R$3,670M–R$3,770M; adjusted EBITDA: R$1,620M–R$1,720M; CAPEX: R$250M–R$290M (excluding FUNIC license).
Guidance assumes successful new student intake for 2H25.
Management focused on integrating acquisitions and expanding the graduate journey.
Effective tax rate expected to converge to 15% in the long run due to OECD Pillar Two rules, despite temporary reductions from deferred tax assets.
Detail SG&A efficiency gains by segment.
Assess the impact of new medical seat approvals.
Explain the strategy for share repurchase program.
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Frequently asked questions
Afya Limited is a Brazilian company focused on the medical education sector. It operates through three main segments: Undergraduate Education, Continuing Education, and Digital Services. The company offers a range of educational products and services, including medical school programs, medical residency preparatory courses, and graduate programs for healthcare professionals. Afya also provides health sciences courses in fields such as medicine, dentistry, nursing, and pharmacy, among others. The company is headquartered in Nova Lima, Brazil, and its shares are listed on the NASDAQ.
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