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Vasta Platform (VSTA) investor relations material
Vasta Platform Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Net revenue for the 2025 cycle to date rose 14% year-over-year, driven by a 16% increase in subscription revenue and 24% growth in complementary solutions.
Adjusted EBITDA increased 8% to R$462 million, with a margin of 31.1%, down 1.6 p.p. year-over-year due to product mix and lower B2G revenue.
Free cash flow surged 147% to R$224 million, with FCF/Adjusted EBITDA conversion improving to 57.7%.
Net debt decreased to R$917 million, with net debt/LTM adjusted EBITDA at 1.90x, reflecting deleveraging.
Start Anglo Bilingual School expanded to seven units, with over 50 contracts signed and further growth planned.
Financial highlights
2Q25 net revenue was R$359 million, up 22% year-over-year; cycle-to-date net revenue up 14%.
Subscription revenue grew 16% to R$1,340 million; complementary solutions revenue increased 24% to R$228 million cycle-to-date.
Adjusted net profit for the cycle was R$111 million, up 1% year-over-year; 2Q25 adjusted net loss improved to minus R$29 million.
Gross margin for the cycle to date was 62%, down 2.4 p.p. year-over-year due to product mix and lower B2G revenue.
Free cash flow for the cycle was R$224 million, up from R$90 million in 2024.
Outlook and guidance
Positive outlook for 2026 commercial cycle, especially for complementary products, with continued strong demand and penetration.
Second semester of the Pará B2G contract expected to be performed in the second half of 2025, supporting future B2G revenue.
Margins anticipated to remain above 30% in Q4 2025, supported by premium product mix and growth.
Management highlights improved cost-effectiveness and workforce optimization.
Early collections in 1H25 are expected to normalize in subsequent quarters.
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Next Vasta Platform earnings date
Q3 20256 Nov, 2025
Next Vasta Platform earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Vasta Platform Limited, offers digital solutions to private schools operating in the K-12 educational sector in Brazil. The company offers a content and edtech platform that provides customers with products tailored to their school's profile, such as digital learning platform, administrative software, professional development courses and transfer of credits. It also provides a recruitment management platform that allows schools to verify data provided by students prior to enrollment and to connect families with potential candidates. Through its digital platform, Vasta trains individuals hired by its customers under a 12-distance learning course on teaching methodology and pedagogical skills necessary for the required grade level. The company also serves as an operator for efficient generation of student reports for tracking academic performance of students at schools.
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