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Ser Educacional (SEER3) investor relations material
Ser Educacional Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Net income rose 66.4% year-over-year in 2Q25 to R$81.3 million, with net margin up 4.6 p.p. to 13.8%, the highest since 1Q16, driven by double-digit growth in on-site and hybrid enrollments and operational efficiency.
Adjusted EBITDA increased 25% to R$163.2 million, with margin up 3.2 p.p. to 27.7%, and operational cash generation post-CapEx surged 730%.
Net debt reduced by over R$100 million year-over-year to R$647.1 million, with net debt/adjusted EBITDA at 1.24x, reflecting strong deleveraging.
Four consecutive years of growth in hybrid undergraduate enrollment, with 1H25 outperforming or matching full-year 2024 results.
Strategic focus on operational efficiency, expansion in health and medicine courses, and new campus openings.
Financial highlights
Net revenue grew 10.7% year-over-year in 2Q25 to R$589.2 million, with gross profit up 19.9% to R$355.3 million and gross margin at 60.3%.
Adjusted net income reached R$86.5 million, up 87.3% from 2Q24.
Pre CapEx operating cash flow increased 42.8% year-over-year, and post CapEx cash flow rose 730%.
Dividend payment of R$19.7 million made in May, first since 2021.
Average ticket price increased 3.7% to R$534, with hybrid undergraduate ex-medicine up 2.9%.
Outlook and guidance
Plans to replicate the operational model in new markets, especially where brand recognition and demand are strong.
Continued investment in healthcare programs, new medical program accreditations, and participation in public calls for new medical vacancies.
Focus on maintaining operational efficiency, financial discipline, and further reducing financial leverage.
Ongoing investment in technology, student experience, and new business development for education ecosystem maturation.
Emphasis on organic growth, portfolio optimization, and sustainable expansion.
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