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Posted by
Two Blokes May 21, 2025 -
Filed in
Stock
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Afya Limited delivered solid Q1 results with 16% YoY revenue growth, driven by acquisitions and organic expansion, and reported strong seasonal margins. Valuation at 11–13x earnings appears fair but not compelling, given long-term risks of market saturation and increased competition in Brazil's medical education sector. Long-term concerns persist as Brazil rapidly increases its doctor supply, potentially pressuring AFYA's enrollment and pricing power in the future.
