LWSA released its 2Q25 financial results, demonstrating a consistent recovery in results and returning to double-digit revenue growth, with a highlight on the commerce segment, driven by both subscription revenues and ecosystem revenues.
During the period, the Ecosystem's GMV grew by 15.1%, reaching a total of R$19.4 billion, while the TPV increased by 19.1% (R$2.1 billion).The Own Store GMV increased 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$266 million in the second quarter, a 15.4% increase compared to the same period last year. The subscription platform revenue in the commerce segment grew by 17.7%.
LWSA's Adjusted EBITDA in Q2 2025 was R$ 75.9 million, a 16.1% increase compared to Q2 2024, with the Adjusted EBITDA Margin showing a 1.0 percentage point expansion in the same period.
The Net Profit for Q2 2025 was R$ 15.8 million. Adjusting the result for the effects of stock option plans, amortization of intangible assets from PPA, and acquisition earnout adjustments, as well as 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, the Adjusted Net Profit was R$79.0 million (+8.7% vs 1H24).
In Q2 2025, the operational cash generation was R$102.7 million of Free Cash Flow – After Capex, with no increase in financial expenses due to receivables prepayment compared to the previous quarter. In the semester ending in June/25, the Free Cash Flow – After Capex was R$ 90.6 million (or 12.6% of Net Revenue).
In 2025, we have demonstrated a consistent trajectory of delivering results, based on disciplined execution and commitment to the strategic drivers we agreed upon with the Board of Directors in the development of the budget and the 5-year plan, says 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 registration in e-commerce, eliminating thousands of manual tasks, and adopting intelligent features in onboarding new stores to reduce churn.
In the service, the WOZ agent from Octadesk reduced the volume of tickets in the Be Online segment by 50% and also began to perform sentiment analysis. Generative AI has been 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 customization, as well as improvements to the CRM and store app with a direct impact on performance and user experience. Internally, AI code generation has increased productivity by up to 80% in some cases, and LWSA remains committed to expanding the use of technology with a focus on productivity, scalability, and customer experience.
