DLocal Limited (DLO) Q3 2024 Earnings Call Transcript Summary
DLocal Limited (DLO) Q3 2024 Earnings Call Transcript Summary
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.
提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。
譯文內容由第三人軟體翻譯。