LWSA released its 1Q25 financial results, showing growth and productivity gains, reflected in both the EBITDA margin and Operating Cash Generation, which showed significant expansion compared to the same period of the previous year.. Check it out here.
During the period, the Ecosystem GMV grew 14.5%, reaching R$18.2 billion, while the TPV grew 15.7% (R$2 billion), surpassing the growth of Brazil’s ecommerce segment in the first quarter of the year. Own Store GMV increased 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 6.8% growth compared to 1Q24 in its e-commerce subscriber base, accelerating compared to 4Q24 and contributing to the 15.5% increase in net platform subscription revenue.
In the quarter, LWSA reported a 15.1% increase in Adjusted EBITDA. Operating Cash Generation increased 46% compared to 1Q24, driven by the company’s operational efficiency initiatives..
Net Income for 1Q25 was R$14.8 million, while Adjusted Net Income for the period was R$34.8 million, 28.4% higher than that recorded in 1Q24.
“We conducted a comprehensive strategic plan, working 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 our growth,” says Rafael Chamas, CEO of LWSA.
The company’s goal is to create a solid foundation for sustainable growth over the coming years. “We are implementing organizational and structural changes aimed at offering solutions increasingly focused on customer journeys, prioritizing user experience and efficient internal processes,” highlights André Kubota, CFO of LWSA.
