)
Yduqs Participações (YDUQ3) investor relations material
Yduqs Participações Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved strong Q3/3Q25 operational and financial performance, with robust cash generation, margin growth, and reduced leverage, driven by all segments including medicine, Ibmec, semi-on-campus, on-campus, and distance learning.
Student intake grew 14% year-over-year, with semi-on-campus intake up nearly 50% and surpassing 100,000 students.
Premium segment (Idomed and Ibmec) delivered double-digit growth, now representing 31% of net operating revenue and 43% of EBITDA.
Margin improvement supported by lower bad debt, better revenue quality, and efficient policies.
Company is well-prepared for regulatory changes, leveraging on-campus presence and semi-on-campus growth.
Financial highlights
Net revenue grew 4–5% year-over-year, reaching up to R$1,368M in 3Q25, with premium brands now representing 31% of NOR and 43% of EBITDA.
Adjusted EBITDA rose up to 9% year-over-year, reaching R$521M, with margin improvement of 1 p.p.
Earnings per share increased 23% compared to Q3 2024, supported by a successful buyback program.
Free cash flow to equity (FCFE) for the last twelve months reached R$610M, with an 18% yield, above guidance.
Leverage (Net Debt/Adj. EBITDA ex-IFRS 16) improved to 1.52x.
Outlook and guidance
Confident in meeting 2025 FCFE guidance of R$500–600M, with 9M25 already reaching R$559M.
Guidance for earnings per share and cash flow remains strong, with 93% of annual guidance achieved in the first nine months.
Expectation of stable or improved cash generation in 2026, with most non-recurring restructuring costs already recognized in Q3 2025.
Positive outlook for Q4 and 2026, with further margin expansion, lower bad debt, and strong intake anticipated.
New regulatory framework expected to benefit the company due to its focus on teaching quality and on-campus learning.
Next Yduqs Participações earnings date
Next Yduqs Participações earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage