LWSA posts transcript of Q2 2026 earnings call
Reuters2026/08/14 18:55- LWSA released a transcript of its 2Q26 earnings call attended by CEO Rafael Chamas, CFO and IR director André Kubota, and senior management.
- 2Q26 consolidated net revenue rose 8.2% to BRL 375.2 million; e-commerce revenue grew 12.4% to BRL 276 million.
- Adjusted EBITDA increased 35.1% to a 27.3% margin; e-commerce segment EBITDA margin reached 27.7%.
- Management framed 27% EBITDA margin as a baseline, not modeling further expansion due to planned reinvestment; no formal guidance issued.
- AI agents to be monetized via token-based processing packages; platform charges compute when third-party or merchant-built agents run on its infrastructure.
- Bling repositioning launched and is fully operational; management indicated no incremental R&D or capex due to completed integration.
- Second-half trends expected to mirror Q2 amid retail headwinds, with growth driven by client additions despite blended ARPU pressure from entry-tier mix.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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