Brian Bergen's questions to Ci&T Inc (CINT) leadership • Q2 2025
Question
Brian Bergen asked about the drivers of the Q2 EBITDA margin and the path to achieving the full-year guidance, including any FX impacts. He also inquired about hiring intentions for the second half of the year following strong headcount growth in the first half.
Answer
CFO Stanley Rodriguez explained that the sequential EBITDA margin improvement to 18.4% is part of a typical annual cycle, with H1 hiring investments becoming billable in H2. He expressed confidence in the 18-20% full-year guidance, supported by AI-driven efficiencies and cost discipline. President Bruno Guicaggi added that much of the H1 hiring was from a trainee program, with these new 'native AI developers' expected to contribute to revenue in H2.