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Jun 30, 2025
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Afya Q2 2025 Earnings Report
Afya reported a 13.5% YoY increase in revenue in Q2 2025, driven by strong performance in its Undergraduate and Continuing Education segments, with solid EBITDA growth and higher net income.
Key Takeaways
Afya achieved strong revenue growth in Q2 2025, reaching R$919.4 million. The company posted an 8.8% increase in net income and 16.6% growth in adjusted EBITDA. Solid operational efficiency and strategic acquisitions supported margin expansion.
Revenue reached R$919.4 million in Q2 2025, up 13.5% YoY.
Adjusted EBITDA grew 16.6% to R$400.8 million, with margin rising to 43.6%.
Net income rose 8.8% YoY to R$176.5 million.
Cash and cash equivalents increased to R$1.1 billion, up 20.6% from FY2024.
Revenue by Segment
Forward Guidance
Afya reaffirmed its full-year 2025 guidance, expecting revenue between R$3.67 billion and R$3.77 billion, and adjusted EBITDA between R$1.62 billion and R$1.72 billion.
Positive Outlook
- Strong undergraduate segment growth and high enrollment rates.
- Efficiency gains from shared services and restructuring.
- Expansion of approved medical seats with FUNIC acquisition.
- Strong cash position supports future investments.
- Share repurchase program signals confidence in long-term strategy.
Challenges Ahead
- Adjusted net income slightly declined YoY despite operational growth.
- Lower operating cash conversion ratio compared to last year.
- Higher tax provision due to new global tax rules.
- Decline in monthly active users in Medical Practice Solutions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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