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    Mauricio Sepeira

    Research Analyst at Morgan Stanley

    No publicly available information could be found on Mauricio Sepeira as an analyst at Morgan Stanley, including specific details about his professional background, coverage, or credentials. There are no records of his coverage universe, performance metrics, or career timeline on major industry or social platforms. Attempts to locate his LinkedIn profile or confirmation of employment at Morgan Stanley yielded no verifiable results, indicating that he may not be a publicly disclosed research analyst or does not have a significant digital footprint relevant to the described criteria.

    Mauricio Sepeira's questions to Afya (AFYA) leadership

    Mauricio Sepeira's questions to Afya (AFYA) leadership • Q2 2025

    Question

    Mauricio Sepeira from Morgan Stanley inquired about the M&A environment, asking if sellers are under pressure and how the recent wave of new medical seats has impacted diligence. He also asked about the new share buyback program and its trade-off between shareholder returns and stock liquidity.

    Answer

    CFO Luis Blanco stated that in the current M&A environment, factors like brand reputation and location are becoming even more critical in determining transaction prices. Regarding the buyback, he positioned it as a key component of capital allocation to enhance shareholder remuneration, complementing dividends. He acknowledged a potential short-term liquidity impact but stressed the long-term benefit of increasing EPS.

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