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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.
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Q2 2025 earnings summary15 Aug, 2025

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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