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Uruguay's DLocal Q2 revenue up 50%, beats analyst expectations

ReutersAug 13, 2025 8:22 PM


Overview

  • DLocal Q2 2025 revenue up 50% yr/yr, beating analyst expectations, per LSEG data

  • Adjusted EBITDA for Q2 2025 rises 64% yr/yr, beating analyst expectations, per LSEG data

  • Company raises full-year 2025 guidance for TPV, revenue, gross profit, and adjusted EBITDA


Outlook

  • Dlocal raises 2025 TPV growth guidance to 40%-50% YoY

  • Company expects 2025 revenue growth of 30%-40% YoY

  • Dlocal anticipates 2025 gross profit growth of 27.5%-37.5% YoY

  • Company sees 2025 adjusted EBITDA growth of 40%-50% YoY


Result Drivers

  • TPV GROWTH - Total Payment Volume reached a record $9.2 bln, up 53% yr/yr, driven by strong results in Brazil and Mexico and fastest growth in other geographies

  • REVENUE INCREASE - Revenue rose 50% yr/yr to $256.5 mln, exceeding TPV growth due to a higher share of pay-ins, partially offset by volume loss in Egypt


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q2 Revenue

Beat

$256.50 mln

$229.70 mln (5 Analysts)

Q2 Adjusted EBITDA

Beat

$70.10 mln

$53.90 mln (5 Analysts)

Q2 Gross Margin

39.0%

Q2 Adjusted EBITDA Margin

27.0%

Q2 Gross Profit

$98.90 mln


Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the business support services peer group is "buy."

  • Wall Street's median 12-month price target for Dlocal Ltd is $11.25, about 2.5% above its August 12 closing price of $10.97

  • The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX6JXM9W

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