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    Mirela Rodrigues de Oliveira • Bank of America

    Mirela Rodrigues de Oliveira's questions to Vasta Platform Ltd (VSTA) leadership

    Mirela Rodrigues de Oliveira's questions to Vasta Platform Ltd (VSTA) leadership • Q4 2024

    Question

    Mirela Rodrigues de Oliveira of Bank of America questioned the 20% year-on-year increase in Q4 G&A expenses, excluding contingency reversals, and asked if this represented a new, higher level of spending.

    Answer

    Guilherme Melega (Executive) clarified that as a percentage of sales, G&A remained flat. He pointed to a minor increase in commercial expenses as a percentage of revenue, from 16.6% to 16.9%, tied to business growth, but emphasized overall G&A stability.

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    Mirela Rodrigues de Oliveira's questions to Afya Ltd (AFYA) leadership

    Mirela Rodrigues de Oliveira's questions to Afya Ltd (AFYA) leadership • Q3 2024

    Question

    Mirela Rodrigues de Oliveira questioned the accelerating decline in monthly active users for digital services and asked about the margin ramp-up at the recently acquired Unidom, including key drivers and challenges.

    Answer

    Executive Renata Couto attributed the user decline to the transition to the new Portal Afya, a normal effect of such a platform change. CEO Virgilio Deloy Gibbon added that while active users dipped, the number of paying users increased due to enhanced data collection. CFO Luis Andre Blanco reported that Unidom is outperforming expectations, with occupancy jumping from 60% to 80% in two months, and he anticipates further margin expansion from full occupancy and systems integration in 2025.

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