Ser Educacional SA banner

Ser Educacional SA
BOVESPA:SEER3

Watchlist Manager
Ser Educacional SA Logo
Ser Educacional SA
BOVESPA:SEER3
Watchlist
Price: 13.37 BRL -0.82% Market Closed
Market Cap: R$1.7B

Ser Educacional SA
Investor Relations

Grupo Ser Educacional SA operates as a post-secondary education institution in the North and Northeast regions of Brazil. The company is headquartered in Recife, Pernambuco. The company went IPO on 2013-10-08. The firm focuses on developing post-secondary, vocational and higher education institutions. The firm provides undergraduate, graduate, master’s degree and doctoral degree courses, Master of Business Administration (MBA) programs and vocational trainings. In addition, it manages research institutes that develop educational, scientific, political, economic and social projects. The firm also organizes national and international conferences in various areas, such as business administration, law, tourism, communications, information technology, health and education. The firm's education network is located in over10 Brazilian states amd consists of universities, colleges and a university center.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 26, 2026
AI Summary
Q4 2025

Revenue: Consolidated net revenue rose 9.4% in the fourth quarter, led by 12.3% growth in hybrid education and 25.8% growth in other revenue, while digital revenue declined as the company shifted toward higher-value health programs.

Profitability: Adjusted EBITDA margin expanded by 2.9 percentage points in the quarter, and the company said full-year adjusted EBITDA finished slightly above 25%.

Bottom line: Net income swung from a loss of BRL 30 million to a profit of BRL 74.6 million, helped by better operating results and the absence of BRL 66 million of nonrecurring items from last year.

Cash flow: Operating cash generation improved sharply, up 94.5% before CapEx and 228% after CapEx, supported by better payment punctuality and BRL 31 million of additional receivable anticipation from Educred.

Balance sheet: Net debt fell by nearly 30% over the year, and management said the net debt-to-EBITDA target was surpassed, bringing leverage to its best level since the first quarter of 2021.

2026 plan: The company is shifting from turnaround to organic expansion, with more focus on higher-ticket in-person and health programs, new units in shopping malls and outside capital cities, and a return to semiannual dividends at 30% of full-year earnings.

Key Financials
Consolidated net revenue
9.4% increase
Hybrid education revenue
12.3% increase
Other revenue
25.8% increase
Adjusted EBITDA margin
2.9 percentage point expansion
Adjusted EBITDA
22% growth
Net income
BRL 74.6 million
Recurring profit
BRL 71.7 million
Nonrecurring effects
BRL 66 million
Operating cash generation before CapEx
94.5% increase
Operating cash generation after CapEx
228% increase
DSO
84 days
Net debt
nearly 30% decrease
Net debt-to-EBITDA
reduced by 1 point
Dividend distribution
BRL 61 million
Undergraduate student base
4.6% growth
Medical student base
12% growth
Health care share of hybrid education
60%
Health care share of total student base
47%
PROUNI-adjusted ticket
6% growth
PROUNI mix
53%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jânyo Janguiê Bezerra Diniz
CEO, Member of Board of Executive Officers & Director
No Bio Available
Ms. Simone Bérgamo
Dean, Chief Academic Officer & Member of Board of Executive Officers
No Bio Available
Mr. João Albérico Porto de Aguiar
CFO & Member of Board of Executive Officers
No Bio Available
Mr. Joaldo Janguiê Bezerra Diniz
VP of Services & Member of Board of Executive Officers
No Bio Available
Mr. Adriano Azevedo
COO & Member of Board of Executive Officers
No Bio Available
Mr. Rodrigo de Macedo Alves
Investor Relations Officer & Member of Board of Executive Officers
No Bio Available
Mr. Enzo Moreira
Director of Head & Member of Board of Executive Officers
No Bio Available

Contacts

Address
PERNAMBUCO
Recife
Av. da Saudade, 254, Santo Amaro
Contacts
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett