NASDAQ$DLO
dLocal Ltd. · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
dLocal reported strong TPV growth and solid profitability in Q4 2024.
dLocal's Q4 2024 results showed continued strong growth in Total Payment Volume (TPV), which increased by 51% year-over-year to $7.7 billion. Revenue reached $204 million, marking a 9% increase year-over-year. Net income came in at $29.7 million, while adjusted EBITDA improved by 16% to $56.9 million. The company maintained strong cash reserves of $425 million, positioning itself for future investments and expansion.
- Total Payment Volume (TPV) increased 51% year-over-year to $7.7 billion.
- Revenue grew 9% year-over-year to $204 million.
- Net income increased to $29.7 million, with adjusted EBITDA reaching $56.9 million.
- Strong cash reserves of $425 million provide financial flexibility for growth.
Headline financials
Revenue & EPS history
dLocal · Revenue · Quarterly
$204M
Forward guidance
dLocal expects strong TPV and revenue growth in 2025, with continued expansion into emerging markets and operational improvements.
Tailwinds
- TPV growth projected at 35%-45% year-over-year in 2025.
- Revenue growth expected to be between 25%-35% year-over-year.
- Gross profit growth forecasted at 20%-25% year-over-year.
- Adjusted EBITDA projected to grow 20%-30% year-over-year.
- Continued expansion into high-growth emerging markets.
Headwinds
- Net take rate expected to decline due to pricing adjustments for larger merchants.
- Macroeconomic volatility in emerging markets remains a risk.
- Currency fluctuations could impact reported financial performance.
- Higher investment in operational capabilities may increase expenses.
- Regulatory and compliance costs expected to rise with market expansion.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 16 quarterly earnings reports · overlaid with Q4 2024
-1.7%
Avg return
Earnings day
-1.2%
Avg return
5 days after
-4.7%
Avg return
30 days after
41%
7 / 17 earnings
Positive
+49.6%
Q2 2023
Best reaction
-30.5%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +9.5% | -5.8% | -3.2% | |
| Q3 2026 | -6.7% | -14.7% | -4.9% | |
| Q2 2025 | +10.4% | +14.4% | -3.7% | |
| Q4 2024 | -30.5% | -29.2% | -39.4% | |
| Q3 2024 | +9.1% | +13.0% | +25.5% | |
| Q1 2024 | -25.5% | -28.5% | -43.4% | |
| Q4 2023 | -15.7% | -14.0% | -12.2% | |
| Q3 2023 | -8.0% | -7.7% | -7.1% | |
| Q2 2023 | +49.6% | +43.7% | +54.1% | |
| Q1 2023 | -2.7% | +0.5% | -12.2% | |
| Q4 2022 | -28.1% | -22.5% | -22.3% | |
| Q3 2022 | -7.3% | -44.2% | -37.0% | |
| Q2 2022 | -11.4% | -9.0% | -15.6% | |
| Q1 2022 | +19.0% | +27.1% | +24.3% | |
| Q4 2021 | +5.8% | +42.6% | +12.7% | |
| Q3 2021 | -24.5% | -19.8% | -30.1% | |
| Q2 2021 | +28.7% | +34.0% | +34.3% | |
| Q1 2021 | — | — | — | |
| Q4 2020 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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