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DLocal Limited (DLO) Q3 2024 Earnings Call Transcript Summary

DLocal Limited (DLO) Q3 2024 Earnings Call Transcript Summary

DLocal Limited (DLO) 2024年第三季度業績會會議記錄摘要
富途資訊 ·  11/14 12:29  · 電話會議

The following is a summary of the DLocal Limited (DLO) Q3 2024 Earnings Call Transcript:

以下是DLocal Limited (DLO) 2024年第三季度業績會記錄的總結:

Financial Performance:

財務表現:

  • DLocal reported a record quarter in terms of total payment volume (TPV) and gross profit, with TPV re-accelerating over 40% year-over-year, and gross profit reaching $78 million.

  • Operating profit increased to $41 million, with adjusted EBITDA hitting $52 million, up 23% quarter-over-quarter.

  • Net income for the quarter was $27 million, highlighting strong cash generation with net cash from operating activities at $26 million.

  • DLocal在總支付成交量和毛利潤方面實現了創紀錄的季度,成交量同比增長超過40%,毛利潤達到7800萬。

  • 營業利潤增加到4100萬,調整後EBITDA達到5200萬,環比增長23%。

  • 本季度淨利潤爲2700萬,突顯出強勁的現金生成,來自經營活動的淨現金爲2600萬。

Business Progress:

業務進展:

  • The company expanded operations in new emerging markets, including significant volume increases in South Africa, Colombia, and Peru.

  • Launched Smart Requests technology to boost transaction performance and implemented advanced real-time cost calculation models to optimize processing costs.

  • New product developments included a standalone payment orchestration option and expansion of alternative payment methods, such as integrating with Nupay in Brazil.

  • Enhanced license portfolio with new licenses obtained in Nigeria, Ecuador, and Uganda.

  • 公司在新的新興市場擴大了業務,包括南非、哥倫比亞和秘魯的顯著成交量增長。

  • 推出了智能請求科技以提升交易性能,並實施了愛文思控股實時成本計算模型以優化處理成本。

  • 新產品開發包括獨立的支付調度選項和擴大替代支付方式,例如在巴西與Nupay的集成。

  • 增強了在尼日利亞、厄瓜多爾和烏干達獲得的新許可證的許可證組合。

Opportunities:

機會:

  • Continued expansion in emerging markets, diversification across more countries, and robust pipeline including new and existing merchants promise sustained growth.

  • The deployment of new technologies such as Smart Requests and payment orchestration solutions enhance competitive advantage in serving global merchants across complex payment landscapes.

  • Secular trends towards payment digitalization and increasing importance of emerging markets.

  • 在新興市場的持續擴張,覆蓋更多國家的多元化,以及包括新老商家在內的強勁管道,預示着持續增長。

  • 新技術的部署,如智能請求和支付調度解決方案,提高了在複雜支付環境中爲全球商家提供服務的競爭優勢。

  • 支付數字化的世俗趨勢和新興市場日益重要。

Risks:

風險:

  • Currency fluctuations and economic instability in emerging markets could affect operational costs and profit margins as seen with fluctuations in Argentina and Nigeria.

  • Regulatory challenges particular to each region, like the direct processing requirement in Brazil which led to a loss of share of wallet with a top commerce merchant.

  • 新興市場的貨幣波動和經濟不穩定可能會影響運營成本和利潤率,正如阿根廷和尼日利亞的波動所示。

  • 每個地域板塊特有的監管挑戰,例如巴西的直接處理要求,導致與一家頂級商業商戶的消費份額損失。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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