dLocal Reports Strong 2025 Financial Growth, Authorizes New $300M Share Repurchase Program and Declares Dividend
summarizeSummary
dLocal reported strong financial results for 2025, with significant growth in revenue, TPV, and profit. The company also authorized a new $300 million share repurchase program and declared a $57.2 million cash dividend, alongside a strategic acquisition in Africa.
check_boxKey Events
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Strong Financial Performance in 2025
Revenue increased by 46.6% to $1,093.6 million, Total Payments Volume (TPV) grew by 59.6% to $40.8 billion, and profit for the year rose by 63.4% to $196.9 million. Adjusted EBITDA reached $278.1 million with a stable margin of 25.4%.
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New $300 Million Share Repurchase Program
The Board of Directors authorized a new share repurchase program of up to $300 million for Class A common shares, expiring March 19, 2027. This follows the completion of a prior $100 million program in June 2023.
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Cash Dividend Declared
A cash dividend of $57.2 million, equivalent to approximately $0.1939 per share, was authorized and declared, payable on or about June 10, 2026.
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Strategic Acquisition Completed
On February 27, 2026, dLocal acquired certain assets and 100% share capital of Mint Code Solutions S.A., Cameroon, for $22.951 million, enhancing its position in the African cross-border payments market.
auto_awesomeAnalysis
dLocal's 2025 annual report reveals robust financial performance, with significant year-over-year growth in key metrics. The company's revenue surged by 46.6% to over $1 billion, driven by a substantial 59.6% increase in Total Payments Volume (TPV). Profit for the year also saw impressive growth of 63.4%. This strong operational performance is complemented by a new $300 million share repurchase program, signaling management's confidence in the company's valuation and commitment to shareholder returns. The declaration of a $57.2 million cash dividend further reinforces this positive capital allocation strategy. Additionally, dLocal completed a strategic acquisition in Africa and continues to integrate AI into its operations, positioning itself for future growth in emerging markets. While legal proceedings related to past class actions are ongoing, the dismissal of one lawsuit provides some positive development.
At the time of this filing, DLO was trading at $12.35 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $3.4B. The 52-week trading range was $7.61 to $16.78. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.