Afya (AFYA) Investor Day 2025 summary

Strategic vision and business model

• Focus on an integrated ecosystem covering medical education, digital solutions, and clinical practice, supporting physicians throughout their careers.

• Leadership in undergraduate medical education, with over 30 schools and 33 campuses across 14 states, serving 25,000+ students.

• Expansion of continuing and postgraduate education, with 25+ hubs, 70+ programs, and a membership model for practical training and specialization.

• Brand consolidation under a single name, achieving nearly 70% awareness in 2025, driving student and physician engagement.

• Emphasis on innovation, including AI-powered tools, simulation centers, and digital platforms for lifelong learning.

Market trends and physician demographics

• Brazil's physician population is projected to reach 1.15 million by 2035, with a growing share of young and female doctors.

• Regional disparities persist, with physician 'deserts' in the north and oversupply in the southeast.

• Specialization is key: 59% of physicians are specialists, and specialists earn 30% more than generalists.

• High demand for entrepreneurship and private practice among younger physicians, with 42% aspiring to healthcare entrepreneurship.

• Over 33% of physicians and medical students in Brazil use ecosystem products, with 300k+ monthly active users.

Educational innovation and technology

• Integrated curriculum and standardized content across 33 campuses, with a unique academic memorial for individualized student tracking.

• Internationally accredited simulation centers and the largest standardized patient program in Brazil, including AI-powered virtual patients.

• Afya Play and AfyaAssist provide free, AI-driven educational resources and virtual assistants for all medical students in Brazil.

• Whitebook AI and iClinic Assist offer clinical decision support and automate medical office tasks, enhancing productivity and compliance.

• ReceitaPro enables digital prescriptions via multiple channels, fully integrated with iClinic and other platforms.