Enjoei S.A. (ENJU3) Earnings Call Transcripts
Enjoei S.A.'s Latest Earnings Call - Q4 FY2025
Enjoei S.A. reported its Q4 2025 earnings with a focus on profitability over growth, achieving a positive net result of BRL 0.5 million compared to a loss of BRL 3.2 million in Q4 2024. The company emphasized operational efficiency, with net revenues growing 8.5% and a record adjusted EBITDA of BRL 15.4 million. Despite a 5.3% decline in net revenue to BRL 64.6 million, management highlighted improvements in gross profit per item and a higher net take rate. Looking forward, Enjoei plans to prioritize operational sustainability and cash generation in 2026, with a focus on expanding its Enjoei platform and franchise network.
Reported metrics
| Metric | Value |
|---|---|
| Net Revenue | BRL 64.6 million (miss) |
| Adjusted EBITDA | BRL 15.4 million (beat) |
| Net Result | BRL 0.5 million (beat) |
| Gross Margin | 55.7% (inline) |
| Cash Generation | BRL 11.6 million (positive) |
Guidance from management
Management plans to focus on operational sustainability, recurring traffic, and cash generation for 2026, with no specific numerical guidance provided.
What management said
The Enjoei conference call ends here. We would like to thank all of you for your attendance. Have a very good day. [Statements in English on this transcript were spoken by an interpreter present on the live call.]
What analysts pressed on
Analysts expressed concerns about the sustainability and scalability of Elo7, given its sensitivity to external conditions. Questions were also raised about how Enjoei plans to accelerate top-line growth without impacting cash generation.
Main topics on the call
- Profitability Focus — Enjoei shifted its strategy to prioritize profitability over growth, resulting in a positive net result of BRL 0.5 million for Q4 2025, compared to a loss of BRL 3.2 million in Q4 2024. Management emphasized 'operational...
- Revenue and Gross Profit — Net revenues grew by 8.5% in Q4 2025, while gross profit per item increased by 7%. The net take rate improved by 0.5 percentage points to 18.3%.
- Enjoei Platform Performance — The Enjoei platform saw a 12.2% increase in net revenue to BRL 48.3 million, with gross profit rising 17.4% and a margin expansion of 2.4 percentage points.
- Elo7 Strategic Review — Elo7 underwent a strategic review, resulting in a 27% increase in checkout and GMV. However, management noted that Elo7 is more sensitive to external conditions.
Read the full Enjoei S.A. transcript (Q4 FY2025) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Enjoei S.A.
Enjoei S.A. (ENJU3) is a publicly listed company in the Interactive Media and Services industry, within the Communication Services sector. It trades on BOVESPA and is based in BR. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 3 calls on record spanning March 20, 2025 to March 25, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 3 Enjoei S.A. earnings call transcripts on record, spanning March 20, 2025 to March 25, 2026. Based on this history, Enjoei S.A. reports semi-annually. The most recent call on file is dated March 25, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ENJU3
- Exchange
- BOVESPA
- Country
- BR
- Sector
- Communication Services
- Industry
- Interactive Media and Services
- Calls on record
- 3
- First call
- March 20, 2025
- Most recent
- March 25, 2026
- Reporting cadence
- semi-annually
| Quarter | Date | |
|---|---|---|
| Q4 FY2025 | Mar 25, 2026 | Read transcript → |
| Q3 FY2025 | Nov 12, 2025 | Read transcript → |
| Q4 FY2024 | Mar 20, 2025 | Read transcript → |