Earnings call transcript: Bemobi tops revenue forecast in Q2 2026 as growth accelerates

Bemobi reported stronger-than-expected revenue in Q2 2026, reaching $225.6 million, which surpassed the $223.0 million forecast by 1.17%. The company highlighted robust growth in its payments business, which now constitutes about 70% of its operations, up from a smaller share in previous periods. Revenue growth was driven by a 54% increase in total payment volume, reaching a BRL 16 billion run rate, and payments revenue grew 75% year over year, up 53% excluding Paytime.

Organic revenue growth stood at 36% year over year and 30% including Paytime. Adjusted EBITDA increased by 33% on a consolidated basis, with an organic EBITDA margin of around 37% and a consolidated margin of 34.9%. The company completed a rebranding effort, shifting from a multi-brand structure to a unified payments-focused identity.

Chief Executive Pedro Ripper emphasized the company's focus on "intelligent payments" and strategic product initiatives, including split payments and AI-driven tools. The stock traded at $23.05, up 1.54% from the previous close of $22.70, reflecting a modest gain of $0.35. Management expects continued growth from existing customers and new client wins, with more growth likely to materialize in 2027 through new contracts.