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Nvni Group
Nvni Group (NVNI) investor relations material
Nvni Group Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration Filing summary26 Jan, 2026
Company overview and business model
Operates as a holding company acquiring and managing B2B SaaS businesses in Brazil and Latin America, focusing on recurring revenue and positive cash generation.
Employs a decentralized management model, allowing acquired companies to retain autonomy while benefiting from shared back-office support and strategic guidance.
Core strategy includes organic growth, cross-selling, and ongoing M&A, with a robust pipeline of over 100 target companies.
Recent acquisitions include Effecti, Leadlovers, Ipê Digital, Datahub, OnClick, Mercos, Munddi, and a pending acquisition of MK Solutions.
Financial performance and metrics
Net operating revenue for H1 2025 increased 6.5% year-over-year to R$98.2 million, driven by SaaS subscriptions and data analytics services.
Gross margin expanded to 63.1% due to infrastructure optimization and higher-margin revenue mix.
Adjusted EBITDA margin was 18.5% for H1 2025, down from 28.7% in H1 2024, impacted by a one-time deconsolidation charge.
Net loss for H1 2025 was R$57.3 million, primarily due to the Smart NX deconsolidation charge.
MK Solutions, the latest acquisition, reported net income of R$15.9 million on R$31.7 million revenue for 2024.
Use of proceeds and capital allocation
No proceeds will be received from the resale of shares by the selling shareholder; conversions of notes are expected to be settled in ordinary shares.
Capital allocation focuses on funding acquisitions, supporting organic growth, and managing deferred and contingent consideration obligations.
Update on deferred acquisition payments
Future dilution from notes and put options
LatAm expansion strategy progress
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Next Nvni Group earnings date
Q3 202510 Feb, 2026
Nvni Group
Next Nvni Group earnings date
Q3 202510 Feb, 2026
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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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