Business Description

Afya Limited is a leading medical education group and digital health services provider operating primarily in Brazil. The company offers an end-to-end ecosystem for physicians, encompassing undergraduate medical schools, continuing education programs, and residency preparation. Additionally, Afya provides digital medical practice solutions, including clinical decision support tools and practice management software, to assist healthcare professionals throughout their careers.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues3,697,2553,304,3292,875,9132,329,057
Cost of Sales1,313,8951,215,6031,109,813859,552
Gross Profit2,383,3602,088,7261,766,1001,469,505
Selling, General & Administrative Expenses1,113,0651,008,427940,132798,153
Other Operating Expenses57,18568,18658,9077,252
Operating Profit1,213,1101,012,113767,061664,100
Interest and Investment Income208,859123,020120,137114,226
Interest Expense(561,024)(458,742)(457,616)(349,893)
Total Non-Operating Income(352,165)(335,722)(337,479)(235,667)
Income Before Provision for Income Taxes860,945676,391429,582428,433
Provision for Income Taxes92,50227,47124,16635,677
Consolidated Net Income768,443648,920405,416392,756
Net Income Attributable to Common Shareholders768,443648,920405,416392,756
Basic EPS8.327.014.304.14
Diluted EPS8.246.934.274.12
Basic Weighted Average Shares Outstanding90,47690,12289,83090,335
Diluted Weighted Average Shares Outstanding91,26891,15590,53790,664
Shares Outstanding89,86893,72393,72389,937
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents1,125,381911,015553,0301,093,082
Total Cash and Cash Equivalents1,125,381911,015553,0301,093,082
Accounts Receivable717,373595,898546,438452,831
Total Trade Receivables717,373595,898546,438452,831
Inventories12,190
Other Current Assets99,42282,871104,03879,554
Total Current Assets1,942,1761,589,7841,203,5061,637,657
Net Property, Plant & Equipment1,608,2431,500,7011,376,2941,232,160
Net Intangible Assets5,587,9805,532,7894,796,0164,041,491
Long-Term Investments46,51854,44251,83453,907
Other Long-Term Assets173,017151,823156,831234,324
Total Assets9,357,9348,829,5397,584,4817,199,539
Accounts Payable123,581128,080108,22271,482
Accrued Expenses366,207245,779223,939196,890
Current Portion of Long-Term Debt60,668363,554179,252207,378
Current Portion of Leases55,77245,58036,89832,459
Unearned Revenue158,035161,048153,485133,050
Other Current Liabilities119,778196,154356,771264,430
Total Current Liabilities884,0411,140,1951,058,567905,689
Long-Term Debt1,993,5991,831,6071,621,5231,737,699
Leases1,009,974932,756837,671737,066
Other Long-Term Liabilities579,135614,398423,708568,927
Total Long-Term Liabilities3,582,7083,378,7612,882,9023,043,692
Total Liabilities4,466,7494,518,9563,941,4693,949,381
Common Stock17171717
Treasury Stock(306,010)(273,955)(299,150)(304,947)
Additional Paid-in Capital2,523,2372,532,0182,520,2732,498,882
Retained Earnings2,634,5522,011,8751,380,3651,004,886
Total Common Shareholders' Equity4,851,7964,269,9553,601,5053,198,838
Minority Interests and Other39,38940,62841,50751,320
Total Shareholders' Equity4,891,1854,310,5833,643,0123,250,158
Total Liabilities and Shareholders' Equity9,357,9348,829,5397,584,4817,199,539
FY 2025FY 2024FY 2023FY 2022
Net Income860,945676,391429,582428,433
Depreciation & Amortization373,344333,341289,511206,220
Share-Based Compensation Expense15,31832,42431,53531,274
Other Adjustments511,023435,024414,313320,984
Changes in Trade Receivables(177,602)(97,449)(131,336)(129,165)
Changes in Accounts Payable(4,499)18,12624,5009,975
Changes in Accrued Expenses9,4508,41431,52521,247
Changes in Income Taxes Payable(34,155)(35,318)(41,866)(37,004)
Changes in Unearned Revenue(3,013)6,329(17,892)8,387
Changes in Other Operating Activities(19,224)55,37713,751(16,452)
Cash from Operating Activities1,531,5871,432,6591,043,623843,899
Capital Expenditure(166,014)(136,924)(118,435)(168,132)
Purchases of Intangible Assets(197,997)(255,691)(126,993)(128,892)
Payments for Business Acquisitions(144,076)(627,568)(836,005)(277,649)
Other Investing Activities1,017(71,430)(61,618)(16,796)
Cash from Investing Activities(507,070)(1,091,613)(1,143,051)(591,469)
Issuance of Long-Term Debt1,494,881491,5935,288496,885
Repayments of Long-Term Debt(1,624,911)(128,696)(112,630)(1,791)
Net Issuance / (Repayments) of Long-Term Debt(130,030)362,897(107,342)495,094
Issuance of Common Shares25,7339,3769,791
Repurchases of Common Shares(77,002)(12,369)(152,317)
Net Issuance / (Repurchases) of Common Shares(51,269)9,376(2,578)(152,317)
Common Share Dividends Paid(146,813)(18,289)(18,750)
Other Financing Activities(480,223)(330,018)(311,273)(249,835)
Cash from Financing Activities(808,335)23,966(439,943)92,942
Effect of Exchange Rate Changes on Cash and Cash Equivalents(1,816)(7,027)(681)(852)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash214,366357,985(540,052)344,520

Key Metrics & Ratios

MetricValue
Market Cap$1.38B
P/E10.31x
P/S2.07x
EV/EBITDA6.10x
Return on Equity16.7%
Return on Invested Capital14.3%
Current Ratio2.20x
Dividend Yield1.9%
Free Cash Flow Margin36.9%

Margins

Gross margin
64.5%
Operating margin
32.8%
Net margin
20.8%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $1.01B +8.2% 38.9% $394M
Q4 2025 $913M +7.5% 30.4% $278M
Q3 2025 $929M +10.4% 29.9% $277M
Q2 2025 $919M +13.5% 31.0% $285M
Q1 2025 $936M 39.8% $373M
Q4 2024 $849M 30.4% $258M
Q3 2024 $841M 27.8% $234M
Q2 2024 $810M 28.5% $231M

More on Afya Limited

Figures compiled from public company filings.

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