Ânima (ANIM3) investor relations material

Strategic vision and future growth

• Committed to doubling size with financial discipline, focusing on sustainable, quality-driven growth and academic excellence, leveraging innovation and technology to enhance student and teacher experiences.

• Strategy remains anchored in five pillars: student-centricity, empowered faculty, efficiency, brand differentiation, and expansion, with regular governance and disciplined execution.

• Expansion leverages a hybrid/blended learning model, using AI-driven analytics to identify optimal new locations, with 62% more hybrid units than the previous year.

• Focus on local brand strength and decentralized innovation, treating each campus as a mini-organization to tailor offerings to local needs.

• Lifelong learning and corporate education are key growth areas, integrating B2B and B2C solutions for upskilling and reskilling, with a one-stop solution for organizations.

Financial performance and operational discipline

• Achieved 60% adjusted EBITDA growth year-over-year, translating into strong cash flow and organic deleveraging from 4x to 2.4x in the last semester.

• Revenue is resilient, driven by high-value courses (medicine, veterinary), with a focus on quality over volume, and disciplined capital allocation.

• Investments prioritize quality, new business development, and technology, with BRL 35 million more in CapEx to support robust growth.

• Operational efficiency is enhanced by AI and digital transformation, streamlining student onboarding, support, and academic processes.

• Data-driven management and KPIs enable targeted expansion, quality control, and rapid response to market changes.

Academic innovation and student experience

• AI-powered tools personalize learning, support, and assessment, with 750 curricular units using the IARA AI agent and 170,000 students in practical experiences.

• Emphasis on high-touch, high-tech approach, blending technology with human connection to enhance satisfaction and outcomes.

• NPS scores and student satisfaction have improved significantly, with 70% of support issues resolved on first contact and 25% improvement over last year.

• Medical education platform Inspirali leads with quality, internationalization, and social impact, providing 300,000 healthcare consultations annually.

• New initiatives like the Community Creators Academy and Titans program foster entrepreneurship, content creation, and cross-disciplinary skills.