I-Bemobi inkampani yezixazululo zokukhokha esivele isebenzela izinkampani eziyi-10 kwezingu-15 ezinkulu eziphindaphindayo e-Brazil, imemezele imiphumela yayo yezezimali yekota yokuqala ka-2025 kuKhomishana Yezokuphepha Nezohwebo yaseBrazil (CVM) ngoLwesibili, ngomhla ka-13. Kwakungesinye isikhathi sokukhula okuqinile, kokubili ku-Net Revenue kanye ne-EBITDA Elungisiwe (Iholo Ngaphambi Kwentela, Ukwehla Kwenani, kanye Nokwehliswa Kwemali). Imizamo yokukhokha isizuze amandla, ngokwanda kokungena phakathi kwamakhasimende akhona kanye nokwengezwa kwamakhasimende amasha amakhulu amane: uzakwethu wokuqala wemfundo ephakeme, i-YDUQS; abalingani ababili abasha emkhakheni wezemfundo eyisisekelo, u-Inspira noFarias Brito; kanye nomsabalalisi kagesi wokuqala ngaphandle kwaseBrazil, i-Enel Chile.
"Siqale i-2025 ngesivinini esiqinile, esimeme sokukhula, esisekelwa ukuqhubeka kwe-traction ku-Payments vertical, ngaphezu kokusebenza okuqinile ku-Digital Signatures. Lesi sikhathi siphinde sibonise ukungena kwethu ezinkokhelweni zedijithali zesigaba semfundo ephakeme eBrazil kanye nokwandiswa kwamathuba esifundeni saseLatam, ngokuqaliswa komsabalalisi wokuqala kagesi ngaphandle kweBrazil, "kusho u-Pedro Ripper, i-CEO ye-co-founder, i-co-founder Ripper. "Zonke izinkampani ezihlinzeka ngezinsizakalo ezibalulekile eziqhubekayo, ezifana ne-telecom, izinsiza, imfundo, nokunakekelwa kwezempilo, kuzodingeka zibuyekeze iminikelo yazo yokukhokha ukuze zinikeze izinketho eziletha lula kanye nolwazi olungcono kumakhasimende azo wokugcina kuyilapho zifuna ukwehlisa izindleko zokuqoqa, i-churn, kanye nezilinganiso ezizenzakalelayo. Akukona iphutha ukuthi engxenyeni yokugcina kuphela, inkundla yethu yokukhokha yobuchwepheshe yengeze amakhasimende amane amakhulu kanye nezinkampani ezimaphakathi ezingama-52."
Ukufuduka kusuka ku-boleto endala kuya ezinkokhelweni eziphindelelayo noma zezitolimende kumakhadi esikweletu, ngaphezu kwamazinga amasha afana ne-Automatic Pix ne-Open Finance, kuyingxenye yesisombululo sokukhokha se-Bemobi, esilethe ukuthuthukiswa kwezinto ezibonakalayo kumakhasimende ayo uma kuqhathaniswa nezixazululo zokukhokha ezivamile ezamukelwa ngaphambilini.
Isixazululo sokukhokha se-Bemobi sokuphela kuze kube sekugcineni sesivele sisetshenziswa kumodeli "yelebula elimhlophe" yizinkampani ezingama-562, okuhlanganisa bonke opharetha bezingcingo abakhulu baseBrazil, njengeVivo, iTIM kanye noClaro, izinkampani eziningi ezinkulu emkhakheni wezinsiza, njenge-Energisa, Equatorial, Enel, NeoEnergia, Light and Copel, izinkampani ezifana nomkhakha wezemfundo we-Gspiraria, i-Salta Incorporate, i-Salta Incorporate, i-Energisa, i-Equatorial, i-Enel I-YDUQS, ngaphezu kwabahlinzeki be-inthanethi abambalwa.
Ngekota yokuqala ka-2025, inkampani izuze ivolumu yokukhokha eyirekhodi (i-TPV) engaphezu kuka-R2.4 billion. Ngenxa yalokho, imali engenayo yezinkokhelo ikhule ngo-23% unyaka nonyaka.
Izixazululo zokubhaliselwe kwedijithali zibone ukukhuphuka kwemali engenayo ngo-26% ngekota. Inombolo yabasebenzisi abanokubhalisa okusebenzayo kuhlelo lwayo lokusebenza, amageyimu, namasevisi okuxhumana afinyelele ezigidini ezingu-25.9, okuwukukhuphuka okungu-5% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Phakathi kukaJanuwari noMashi, inzuzo elungisiwe ye-Bemobi ikhule ngo-18% uma kuqhathaniswa nesikhathi esifanayo ngo-2024, yafinyelela ku-R167 million. I-EBITDA elungisiwe ikhule ngo-21.6% yafinyelela ku-R56.5 million, okuyisibalo esiphezulu kakhulu emlandweni wenkampani. Ukushintshaniswa kwemali engenayo eshintshile kwafinyelela ku-R$28 wezigidi, okuwu-19.7% ukukhuphuka uma kuqhathaniswa nekota yokuqala ka-2024. Imali engenayo ye-Accounting ivale ikota ngo-R$31.3 wezigidi, okuwukunyuka ngo-43.5% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.
Ukukhiqiza ukheshi bekuyi-R43 million eqinile ngekota, kanti ukuguqulwa kwemali kudlule ama-76%. Ngakho-ke, inkampani yavala ikota ngesamba semali engu-R520 million, ngisho nangemva kokukhokha izigidi zamarandi ezingama-R50 ngezabelo.
"Okubalulekile kwethu mayelana nokugeleza kwemali kuyaqhubeka nokuphishekela amathuba e-M&A nokusebenzisa inqubomgomo yethu entsha ye-dividend. Siyaqiniseka ukuthi ukukhiqiza kwethu imali kuzosivumela ukuthi sihlanganise ukukhula okusimeme, kokubili ngokwemvelo kanye nama-M&As amasha (ingxenye ebalulekile yesu lethu), ngenqubomgomo ye-dividend enolaka yonyaka wezimali ka-2025, "kusho u-Ripper. NgoMashi, i-Bemobi yagunyaza inqubomgomo entsha yokusabalalisa izabelo, esebenza kuze kube sekupheleni kuka-2025, ebona kusengaphambili ukusabalalisa imali elinganiselwa ezigidini ezingu-R200.
