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DLocal Limited (DLO) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
dLocal reported Q4 2025 earnings of $0.22 per share, beating estimates by $0.04, with revenue surging 65.23% year-over-year to $337.89 million, exceeding forecasts by $41.55 million. CEO Pedro Arnt and CFO Guillermo Perez led the March 18, 2026, earnings call, highlighting record growth driven by expanding payment solutions in emerging markets. Analysts from Goldman Sachs, JPMorgan, and Itaú participated, probing growth strategies and regional performance during the live webcast and Q&A session. The company emphasized strong momentum in Latin America and Africa, attributing gains to localized payment infrastructure and merchant adoption. Forward-looking statements cautioned investors about reliance on projections, citing market volatility and regulatory risks in key operating regions.
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SA Transcripts159.03K FollowersFollow5ShareSaveComment(1)Q4: 2026-03-18 Earnings SummaryPlay CallPlay CallSlidesPREPS of $0.22 beats by $0.04 | Revenue of $337.89M (65.23% Y/Y) beats by $41.55M DLocal Limited (DLO) Q4 2025 Earnings Call March 18, 2026 5:00 PM EDT Company Participants Mirele de Aragao - Head of Investor RelationsPedro Arnt - CEO & DirectorGuillermo Perez - Chief Financial Officer Conference Call Participants Daer Labarta - Goldman Sachs Group, Inc., Research DivisionGuilherme Grespan - JPMorgan Chase & Co, Research DivisionPedro Leduc - Itaú Corretora de Valores S.A., Research DivisionMatthew Coad - Truist Securities, Inc., Research DivisionJames Friedman - Susquehanna Financial Group, LLLP, Research DivisionNeha Agarwala - HSBC Global Investment Research Presentation Operator Good day. Thank you for standing by. Welcome to the dLocal Fourth Quarter 2025 Results. [Operator Instructions] Please be advised that today's call is being recorded. I would now like to hand it over to the company for opening remarks. Mirele de AragaoHead of Investor Relations Good afternoon, everyone, and thank you for joining the fourth quarter 2025 earnings call. If you have not seen the earnings release, as always, a copy is posted in the financial section of the Investor Relations website. On the call today, we have Pedro Arnt, Chief Executive Officer; Guillermo Lopez Perez, Chief Financial Officer; Christopher Stromeyer, SVP of Corporate Development; and Mirele de Aragao, Head of Investor Relations. A slide presentation has been provided to accompany the prepared remarks. This event is being broadcast live via webcast, and both the webcast and presentation may be accessed through dLocal's website at investor.dlocal.com. The recording will be available shortly after the event concluded. Before proceeding, let me mention that any forward-looking statements included in the presentation or mentioned in this conference call are based on currently available information and dLocal's current assumptions, expectations and projections about future events. While the company believes that our assumptions, expectations and projections are reasonable given currently available information, you are cautioned not to place undue reliance on

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