LWSA released its 2Q25 financial results, demonstrating a consistent recovery in performance and returning to double-digit revenue growth, highlighted by the commerce segment, driven by both subscription and ecosystem revenues.
During the period, the Ecosystem GMV grew by 15.1%, totaling R$19.4 billion, while TPV increased by 19.1% (R$2.1 billion). The Own Store GMV rose by 13.3%, reaching R$1.5 billion.
The Consolidated Net Revenue grew by 10.4% in the quarter (R$370.8 million). In the Commerce segment, net revenue reached R$266 million in the second quarter, 15.4% higher compared to the same period last year. The platform subscription revenue in the commerce segment grew by 17.7%.
LWSA’s Adjusted EBITDA for 2Q25 was R$75.9 million, a 16.1% increase over 2Q24, with Adjusted EBITDA Margin expanding by 1.0 p.p. in the same period.
The Net Profit for 2Q25 was R$15.8 million. Adjusting the result for the effects of stock option plans, amortization of PPA intangibles, acquisition earnouts adjustments, and deferred Income Tax and Social Contribution, the Adjusted Net Profit for the period was R$44.2 million. In the first six months of 2025, Adjusted Net Profit was R$79.0 million (+8.7% vs 6M24).
In 2Q25, operational cash generation was R$102.7 million in Free Cash Flow – After Capex, with no increase in financial expenses related to receivable prepayments compared to the previous quarter. In the half-year ending June/25, Free Cash Flow – After Capex was R$90.6 million (or 12.6% of Net Revenue).
“In 2025, we have demonstrated a trajectory of consistent recovery in delivering results, based on execution discipline and commitment to the strategic drivers agreed upon with the Board of Directors in the budget and 5-year plan construction,” said Rafael Chamas, CEO of LWSA.
Company advances with AI implementation
In the first half of 2025, LWSA accelerated the integration of Artificial Intelligence into its products, operations, and channels. Highlights include automating product listings in e-commerce, eliminating thousands of manual tasks, and adopting intelligent features in new store onboarding to reduce churn.
In customer service, Octadesk’s WOZ agent reduced ticket volume by 50% in the Be Online segment and started performing sentiment analysis. Generative AI was incorporated into features such as domain suggestions and content creation, increasing organic traffic by up to 30%.
For Enterprise clients, a multi-agent server was developed for automation and personalization, along with CRM and store app improvements, directly impacting performance and user experience. Internally, AI-generated code increased productivity in some cases by up to 80%, and LWSA remains committed to expanding the use of technology focusing on productivity, scalability, and customer experience.
