NYSE$CINT

CI&T Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

CI&T reported a 13.7% net revenue growth at constant currency in the first quarter of 2025, with significant increases in net profit and adjusted EBITDA.

CI&T announced strong first-quarter 2025 results, with net revenue reaching US$110.9 million, a 4.9% increase year-over-year, and a 13.7% growth at constant currency. Net profit surged by 64.7% to US$7.4 million, and adjusted EBITDA increased by 15.2% to US$19.6 million, demonstrating robust financial performance and strategic market positioning.

  • Net Revenue increased by 4.9% to US$110.9 million in 1Q25, with a 13.7% growth at constant currency.
  • Net Profit rose by 64.7% to US$7.4 million in 1Q25, and Adjusted Net Profit increased by 14.2% to US$9.6 million.
  • Adjusted EBITDA grew by 15.2% to US$19.6 million, with the Adjusted EBITDA margin at 17.6%.
  • Diluted EPS increased by 68.1% to US$0.05, and Adjusted diluted EPS rose by 16.6% to US$0.07.

Headline financials

Total Revenue

$111M

Previous: $106M+4.9%
EPS (adj)

$0.07

Previous: $0.06+14.8%
Revenue Growth (Const. FX)

13.7%

No prior period
Adjusted EBITDA

$19.6M

No prior period
Adjusted EBITDA Margin

17.6%

No prior period
Adjusted Net Profit

$9.61M

No prior period
Adjusted Net Profit Margin

8.7%

No prior period
Adjusted Gross Profit

$36.7M

No prior period
Adj. Gross Profit Margin

33.1%

No prior period
Net Income

$7.45M

Previous: $4.53M+64.5%
Operating Income

$14.2M

Previous: $11.5M+23.1%
Gross Profit

$34.5M

Previous: $31M+11.0%

Revenue & EPS history

CI&T · Revenue · Quarterly

$111M

Q1 2025+4.9%vs Q1 2024
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Forward guidance

For the second quarter of 2025, CI&T expects net revenue to be at least US$115.5 million, reflecting a 6.5% year-over-year growth in U.S. dollars and an 11.9% increase on a constant currency basis. For the full year 2025, the company reaffirms its guidance for net revenue growth at constant currency to be in the range of 9% to 15% year-over-year, with an Adjusted EBITDA margin estimated between 18% and 20%.

Tailwinds

  • Expected net revenue of at least US$115.5 million for 2Q25.
  • Anticipated 11.9% year-over-year net revenue growth at constant currency for 2Q25.
  • Reaffirmed full-year 2025 net revenue growth guidance of 9% to 15% at constant currency.
  • Estimated Adjusted EBITDA margin for full-year 2025 to be in the range of 18% to 20%.
  • Continued confidence in robust underlying fundamentals and strategic market positioning.

Headwinds

  • Assumes an average FX rate of 5.79 BRL/USD in 2Q25, which could fluctuate.
  • Forward-looking statements are subject to material differences from actual results.
  • Uncertainties include ongoing geopolitical conflicts (Ukraine, Israel-Hamas) and their economic impact.
  • Risks related to competition and demand for services.
  • Challenges in maintaining and acquiring new client relationships.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.5%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.2%

Avg return

30 days after

40%

6 / 15 earnings

Positive

+14.6%

Q1 2023

Best reaction

-16.3%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+2.3%-3.2%-22.1%
Q1 2025-3.1%-2.0%-10.6%
Q4 2024-5.2%-3.5%-26.1%
Q3 2024-10.6%-3.5%-6.4%
Q1 2024+14.2%+31.5%+43.1%
Q4 2023+8.8%+9.1%+21.8%
Q3 2023-5.8%-3.5%-8.4%
Q2 2023-5.2%-5.6%+25.2%
Q1 2023+14.6%+12.0%+76.9%
Q4 2022-6.5%-7.6%-3.0%
Q3 2022-14.7%-10.3%-33.4%
Q2 2022-16.3%-26.2%-32.5%
Q1 2022+6.1%-0.1%-19.0%
Q4 2021-7.8%-8.9%-4.7%
Q3 2021+7.4%+17.1%+2.9%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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