Sign in

    Yan Cesquim • BTG Pactual

    Yan Cesquim's questions to Laureate Education Inc (LAUR) leadership

    Yan Cesquim's questions to Laureate Education Inc (LAUR) leadership • Q1 2025

    Question

    Yan Cesquim inquired about the growth and breakdown of fully digital courses in the recent intake cycle and asked about the future pace of capital allocation, specifically if the rate of share repurchases would continue or increase.

    Answer

    Eilif Serck-Hanssen, President and CEO, stated that fully online courses are growing at a robust double-digit rate, about 3-4 times faster than face-to-face offerings, now comprising 20% of the student population. On capital allocation, he affirmed the commitment to return all excess cash to shareholders, targeting a 50% free cash flow conversion from EBITDA, and will continue the current buyback program before discussing next steps with the board.

    Ask Fintool Equity Research AI

    Yan Cesquim's questions to Hypera SA (HYPMY) leadership

    Yan Cesquim's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Yan Cesquim questioned whether the strategy of using higher promotional discounts to drive sell-out would persist and asked for the company's expected capital expenditure for the full year.

    Answer

    Executive Ramon Frutuoso Silva clarified that the current discount level, aimed at growing generics market share, is already below Q3 2024 levels and is expected to continue with a slight reduction post-Q2. He stated that while the company does not provide formal guidance, CapEx for the year is expected to be below the previous year's total.

    Ask Fintool Equity Research AI

    Yan Cesquim's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Yan Cesquim from BTG Pactual asked if the strategy of using increased promotional discounts to drive sell-out would continue in the short and medium term. He also requested the company's expected CapEx for the full year.

    Answer

    Executive Ramon Frutuoso Silva stated that the current discount level, driven by an accelerated push into the generics market, is likely to continue with a potential slight reduction after Q2. Regarding capital expenditures, he indicated that the full-year figure should be below the amount spent in the previous year.

    Ask Fintool Equity Research AI

    Yan Cesquim's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Yan Cesquim asked if the strategy of using increased promotional discounts to boost sell-out would continue in the short and medium term, and also requested the company's expected CapEx for the full year.

    Answer

    Ramon Frutuoso Silva, an executive, confirmed that the current level of commercial discounts, used to accelerate participation in the generics market, is likely to continue with a potential slight reduction after Q2. He also stated that while no specific guidance was provided, full-year CapEx is expected to be below the level seen last year.

    Ask Fintool Equity Research AI