YDUQS Participacoes SA
BOVESPA:YDUQ3

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YDUQS Participacoes SA Logo
YDUQS Participacoes SA
BOVESPA:YDUQ3
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Price: 12.78 BRL 2.16% Market Closed
Market Cap: 3.5B BRL

YDUQS Participacoes SA
Investor Relations

YDUQS Participaçoes SA is a holding company, which engages in the development and management of institutions in the fields of higher education, professional education and other fields related to education. The company is headquartered in Rio De Janeiro, Rio De Janeiro and currently employs 17,726 full-time employees. The company went IPO on 2007-06-30. The firm focuses on developing post-secondary education institutions. Its services range comprises on-campus and distance learning with graduate and Master of Business Administration (MBA) programs, vocational courses, exam preparation, short-duration courses, as well as business trainings for professionals, among others. The Company’s courses offer development in the legal, management, humanities, health and technology areas. Its educational network comprises universities, campuses, distance learning centers and colleges. The firm operates in Brazil through brands: Estacio, UniToledo, Adtalem (IBMEC, Wyden, Damasio Educacional, SJT Med and Clio).

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 14, 2025
AI Summary
Q3 2025

Strong Cash Generation: Yduqs delivered record cash generation, reaching BRL 610 million in the last 12 months, above guidance and with a yield of 18%.

Margin Expansion: EBITDA margin improved, supported by lower bad debt and enhanced revenue quality.

Intake Growth: Total student intake grew 14% year-over-year, with especially strong growth in semi-on-campus and medicine segments.

Leverage Reduction: Net debt to EBITDA improved from 1.7x to 1.5x, with a goal of reaching 1x.

Regulatory Impact Limited: New education framework expected to have about 1% revenue impact in 2026 and 0.7% cost increase in 2027, but management confident in offsetting challenges.

AI & Tech Advances: Significant advances in AI and technology are driving operating efficiency and student satisfaction.

Guidance Affirmed: Management reaffirmed confidence in delivering on full-year guidance for cash flow and earnings per share.

Key Financials
Cash Generation (FCFE)
BRL 610 million (LTM)
Cash Generation (FCFE)
BRL 559 million (YTD)
Yield
18%
Net Debt to EBITDA
1.5x
Cash Position
BRL 1.56 billion
Intake Growth
14%
Semi-on-Campus Intake Growth (ex-nursing)
33%
Student Base (Semi-on-campus)
Over 100,000 students
IDOMED EBITDA Margin
52%
IDOMED Revenue Growth
Above 11%
IBMEC Revenue Growth
23%
IBMEC Margin Expansion
6 percentage points year-over-year
IBMEC Renewal Rate
90%
Average Undergraduate Ticket (IDOMED)
Up 4% year-over-year
Average Ticket (IBMEC)
Up 7% year-over-year
Revenue Growth (Consolidated)
4% year-over-year
EBITDA Growth
9% year-over-year
EBITDA Contribution (IBMEC & IDOMED)
43% of total EBITDA
Revenue Contribution (IBMEC & IDOMED)
31% of total revenue
Bad Debt
About 8% this quarter
Days Sales Outstanding (DSO)
Reduced by 8 days
Other Earnings Calls

Management

Mr. Eduardo Parente Menezes
CEO & Member of Board of Executive Officers
No Bio Available
Mr. Rossano Marques
CFO, VP of Investor Relations, Legal & Compliance and Member of Executive Board
No Bio Available
Mr. Jose Aroldo Alves Jr.
VP of On-campus & Digital Operation and Member of Board of Executive Officers
No Bio Available
Ms. Cláudia Romano
VP of Sustainability & Institutional Relations and Member of Board of Executive Officers
No Bio Available
Silvio Pessanha Neto
VP of IDOMED & Member of Board of Executive Officers
No Bio Available
Mr. Marcel Desco
VP of Marketing & Sales and Member of Board of Executive Officers
No Bio Available
Mr. Marina Fontoura
VP of Education & Member of Management Board
No Bio Available
Caio Moretti
CEO of Qconcursos.com
No Bio Available

Contacts

Address
RIO DE JANEIRO
Rio de Janeiro
Avenida Venezuela 43 6 andar, Saude
Contacts
+552133119700.0
www.yduqs.com.br