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Nvni Group Limited (NVNI) investor relations material
Nvni Group Limited Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Sep, 2025
Executive summary
Focused on increasing cash flow and operational efficiency through AI-driven initiatives, achieving 16.3% growth in operational free cash flow in H1 2025, and preparing for scalable growth via acquisitions.
AI initiatives have driven significant cost savings and productivity gains, including a 15% reduction in headcount, R$5.2 million in savings, and a 40% productivity increase among engineers.
Strategic shift from equity to debt financing to fund acquisitions, aiming to avoid shareholder dilution.
Recurring revenue reached 92.2% of total, with churn dropping to 2.4%, reinforcing the transition to a pure SaaS business.
Signed a binding term sheet to acquire MCA Solutions, expected to add R$40 million in annual revenue and R$20 million in EBITDA.
Financial highlights
Operating free cash flow grew by 16.3% in H1 2025, outpacing 6% top line growth.
Net revenue reached R$98.2 million, up 6.5% year-over-year, driven by SaaS subscription growth and customer retention.
Gross profit was R$62.0 million at a 63% margin, up from R$56.3 million and 61% margin in H1 2024.
Adjusted EBITDA for H1 was R$21.1 million, a 20% decline year-over-year, mainly due to optimization efforts.
Net cash from operating activities showed an outflow of R$32.3 million, reflecting investments and FX impacts.
Outlook and guidance
On track to complete at least two more acquisitions by year-end, with a total of four targeted for 2025.
Continued investment in AI-driven solutions and platform enhancements to drive value.
Explain 1H25 operating loss vs. FCF growth.
How will Nuvini achieve 4 acquisitions in 2025?
R$3M cash. How does this impact acquisition strategy?
How AI enhances future acquisition accretion?
Impact of high Brazilian interest rates on M&A?
Reconcile EBITDA decline with OCF growth
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Next Nvni Group Limited earnings date
Q3 202530 Dec, 2025
Next Nvni Group Limited earnings date
Q3 202530 Dec, 2025
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Frequently asked questions
Nvni Group Limited is a company focused on acquiring and managing business-to-business software-as-a-service (SaaS) companies, primarily in Latin America. The company's strategy involves integrating a portfolio of SaaS companies, enabling them to offer mission-critical cloud-based solutions to their customers. Nvni Group Limited operates out of São Paulo, Brazil and its shares are listed on the NASDAQ.
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