LWSA released the financial results for Q1’25, showing growth and productivity gains, reflected in both EBITDA margin and Operational Cash Generation, which showed significant expansion compared to the same period last year. Check it out here.
During the period, the Ecosystem GMV grew 14.5%, reaching R$18.2 billion, while the TPV advanced by 15.7% (R$2 billion), surpassing the growth of Brazil’s ecommerce segment in the first quarter of the year. The Own Store GMV advanced 14.1%, reaching R$1.5 billion, exceeding the growth of the previous quarter, which had been 12%.
Regarding consolidated net revenue, LWSA accelerated its growth again, with an 8.8% increase (R$348.9 million) compared to the same period in 2024.
In the Commerce segment, revenue grew by 12.6% compared to Q1’24. During the same period, the company recorded 6.8% growth vs. Q1’24 in its e-commerce subscriber base, accelerating compared to Q4’24 and contributing to the 15.5% increase in platform subscription net revenue.
In the quarter, LWSA showed improvement in Adjusted EBITDA, with a 15.1% expansion. Operational Cash Generation increased by 46% compared to Q1’24, a result of the operational efficiency initiatives implemented within the company.
Net Income for Q1’25 was R$14.8 million, while Adjusted Net Income for the period was R$34.8 million, an amount 28.4% higher than recorded in Q1’24.
“We conducted 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 aimed at enhancing our operational performance and accelerating business growth,” says Rafael Chamas, CEO of LWSA.
The company’s goal is to build a solid foundation for sustainable growth over the coming years. “We are implementing organizational and structural changes focused on delivering increasingly customer-centric solutions, prioritizing user experience and internal process efficiency,” highlights André Kubota, CFO of LWSA.
