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    Jessica Mehler • Bank of America

    Jessica Mehler's questions to Vasta Platform Ltd (VSTA) leadership

    Jessica Mehler's questions to Vasta Platform Ltd (VSTA) leadership • Q1 2025

    Question

    Jessica Mehler from Bank of America inquired about the margin outlook for the 2025 sales cycle and the company's strategy regarding business mix, particularly the growth expectations for the B2G segment.

    Answer

    CEO Guilherme Melega stated that Vasta expects stable margins for 2025, similar to 2024's level of slightly above 30%, despite some anticipated pressure in Q1 and Q2 from marketing spend. He explained that the B2G mix will be enhanced by new contracts throughout the year, contrasting with the prior year when the Pará contract was recognized entirely in Q1. The B2B product mix is expected to remain similar to last year, with complementary products growing above 20%.

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    Jessica Mehler's questions to Afya Ltd (AFYA) leadership

    Jessica Mehler's questions to Afya Ltd (AFYA) leadership • Q4 2024

    Question

    Jessica Mehler asked for the outlook on the Continuing Education segment and whether it is expected to continue expanding in 2025.

    Answer

    CEO Virgilio Deloy Gibbon confirmed that the Continuing Education segment is expected to expand in 2025. He noted that a strong intake process that began in late 2024, combined with a large graduating cohort, could lead to even higher growth than what was seen in 2024.

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