The LWSA released the financial results of 1Q25, showing growth and productivity gains, reflected in both EBITDA margin and Operating Cash Generation, which showed significant expansion compared to the same period last year. Check here.
In the period, the Ecosystem GMV grew 14.5%, reaching R$18.2 billion, while the TPV advanced 15.7% (R$2 billion), surpassing the growth of the ecommerce segment in Brazil in the first quarter of the year. The Own Store GMV advanced 14.1%, to R$1.5 billion, surpassing the growth of the previous quarter, which had been 12%.
Regarding consolidated net revenue, LWSA accelerated its growth again, with an increase of 8.8% (R$348.9 million) compared to the same period in 2024.
In the Commerce segment, revenue grew 12.6% compared to 1Q24. In the same period, the company recorded a growth of 6.8% vs 1Q24 in the ecommerce subscriber base, accelerating from 4Q24 and contributing to the 15.5% growth in net subscription revenue of the platform.
In the quarter, LWSA showed evolution in Adjusted EBITDA, with a 15.1% expansion. Operating Cash Generation increased by 46% compared to 1Q24, a result of the operational efficiency initiatives implemented within the company.
The Net Profit for 1Q25 was R$14.8 million, while the Adjusted Net Profit for the period was R$34.8 million, 28.4% higher than the amount recorded in 1Q24.
“We carried out a comprehensive strategic planning, together with a renowned external consultancy, which helped us define clear guidelines for our growth over the next five years. We developed a detailed plan with the goal of enhancing our operational performance and accelerating the growth of the operation,” says Rafael Chamas, CEO of LWSA.
The company’s goal is to create a solid foundation for sustainable growth over the next years. “We are developing organizational and structural changes, aimed at offering solutions increasingly focused on customer journeys, prioritizing user experience and internal process efficiency,” highlights André Kubota, CFO of LWSA.
