Tariffs, Inflation Hit DLocal Margins; Stock Plunges

Benzinga

2025/11/13

DLocal Limited (NASDAQ:DLO) shares fell premarket Thursday after the company reported third-quarter fiscal 2025 earnings results.

Earnings Results

The Uruguayan payments processor reported quarterly earnings of 17 cents per share, beating analyst consensus estimates of 16 cents.

Revenue reached $282.48 million, beating the Street estimate of $262.0 million.

Revenue surged 52% year over year (Y/Y) and 10% quarter-over-quarter (Q/Q) on higher volumes.

Gross profit rose 32% Y/Y to $103.2 million and 4% Q/Q. Quarter-over-quarter results improved primarily due to strong volume growth in frontier markets—especially Colombia, Bolivia, and Nigeria—and solid momentum in Brazil across streaming, e-commerce, and advertising with a higher mix of pay-ins.

These gains were partially offset by weakness in Egypt from earlier share-of-wallet losses, margin pressures in Argentina tied to lower rate spreads, higher processing costs, and an IFRS inflation adjustment, as well as mix-related margin compression in Mexico and slower Total Payment Volume (TPV) growth likely tied to higher import tariffs.

Gross margin stood at 37% in this quarter, which declined from 42% in the third quarter of 2024 and 39% in the second quarter of 2025.

Adjusted EBITDA came in at $71.7 million, up 37% Y/Y and 2% Q/Q, with a margin of 25% in the quarter.

TPV hit a record $10.4 billion in the third quarter, surging 59% Y/Y and climbing 13% Q/Q.

As of September 30, dLocal had cash and cash equivalents of $604.5 million.

Management Optimism and Leadership Changes

CEO Pedro Arnt added, “We delivered another record quarter, the first time with TPV above $10 billion and gross profit that surpassed $100 million, one more example of our strong growth and continued diversification, all of which underscore the potential and resilience of our business model.”

Outlook

dLocal expects fiscal 2025 revenue to reach the higher end of its 30%–40% year-over-year growth range.

Price Action: DLO shares were trading lower by 11.71% to $13.12 premarket at last check Thursday.

Read Next:

5 Overextended Stocks To Take Profits On

Photo by Smallroombigdream via Shutterstock

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Quarter-over-quarter results improved primarily due to strong volume growth in frontier markets—especially Colombia, Bolivia, and Nigeria—and solid momentum in Brazil across streaming, e-commerce, and advertising with a higher mix of pay-ins.</p>\n<p>These gains were partially offset by weakness in Egypt from earlier share-of-wallet losses, margin pressures in Argentina tied to lower rate spreads, higher processing costs, and an IFRS inflation adjustment, as well as mix-related margin compression in Mexico and slower Total Payment Volume (TPV) growth likely tied to higher import tariffs.</p>\n<p>Gross margin stood at 37% in this quarter, which declined from 42% in the third quarter of 2024 and 39% in the second quarter of 2025.</p>\n<p>Adjusted EBITDA came in at $71.7 million, up 37% Y/Y and 2% Q/Q, with a margin of 25% in the quarter.</p>\n<p>TPV hit a record $10.4 billion in the third quarter, surging 59% Y/Y and climbing 13% Q/Q.</p>\n<p>As of September 30, dLocal had cash and cash equivalents of $604.5 million.</p>\n<h2>Management Optimism and Leadership Changes</h2>\n<p>CEO <strong>Pedro Arnt</strong> added, “We delivered another record quarter, the first time with TPV above $10 billion and gross profit that surpassed $100 million, one more example of our strong growth and continued diversification, all of which underscore the potential and resilience of our business model.” </p>\n<h2>Outlook</h2>\n<p>dLocal expects fiscal 2025 revenue to reach the higher end of its 30%–40% year-over-year growth range.</p>\n<p><strong>Price Action:</strong> DLO shares were trading lower by 11.71% to $13.12 premarket at last check Thursday.</p>\n<h2>Read Next:</h2>\n<ul>\n<li><strong><em>5 Overextended Stocks To Take Profits On</em></strong></li>\n</ul>\n<p><em>Photo by Smallroombigdream via Shutterstock</em></p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DLO","symbol_name":"DLocal Limited","start_time":0,"source_url":"https://www.benzinga.com/markets/earnings/25/11/48828013/tariffs-inflation-hit-dlocal-margins-stock-plunges","article_id":"2583565203","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2583565203","pubTimestamp":1763030104,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":"dLocal reported Q3 FY25 revenue of $282.5 M, beating estimates, with record $10.4 B total payment volume and 37% gross margin.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"DLO":"DLocal Limited","BK4227":"交易和支付处理服务","BK4588":"碎股","BK4539":"次新股","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","BK4106":"数据处理与外包服务"},"translate_title":"关税、通货膨胀打击了当地利润率；股票暴跌","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DLO":1},"content_text":"DLocal Limited (NASDAQ:DLO) shares fell premarket Thursday after the company reported third-quarter fiscal 2025 earnings results.\nEarnings Results\nThe Uruguayan payments processor reported quarterly earnings of 17 cents per share, beating analyst consensus estimates of 16 cents.\nRevenue reached $282.48 million, beating the Street estimate of $262.0 million.\nRevenue surged 52% year over year (Y/Y) and 10% quarter-over-quarter (Q/Q) on higher volumes.\nGross profit rose 32% Y/Y to $103.2 million and 4% Q/Q. Quarter-over-quarter results improved primarily due to strong volume growth in frontier markets—especially Colombia, Bolivia, and Nigeria—and solid momentum in Brazil across streaming, e-commerce, and advertising with a higher mix of pay-ins.\nThese gains were partially offset by weakness in Egypt from earlier share-of-wallet losses, margin pressures in Argentina tied to lower rate spreads, higher processing costs, and an IFRS inflation adjustment, as well as mix-related margin compression in Mexico and slower Total Payment Volume (TPV) growth likely tied to higher import tariffs.\nGross margin stood at 37% in this quarter, which declined from 42% in the third quarter of 2024 and 39% in the second quarter of 2025.\nAdjusted EBITDA came in at $71.7 million, up 37% Y/Y and 2% Q/Q, with a margin of 25% in the quarter.\nTPV hit a record $10.4 billion in the third quarter, surging 59% Y/Y and climbing 13% Q/Q.\nAs of September 30, dLocal had cash and cash equivalents of $604.5 million.\nManagement Optimism and Leadership Changes\nCEO Pedro Arnt added, 「We delivered another record quarter, the first time with TPV above $10 billion and gross profit that surpassed $100 million, one more example of our strong growth and continued diversification, all of which underscore the potential and resilience of our business model.」 \nOutlook\ndLocal expects fiscal 2025 revenue to reach the higher end of its 30%–40% year-over-year growth range.\nPrice Action: DLO shares were trading lower by 11.71% to $13.12 premarket at last check Thursday.\nRead Next:\n\n5 Overextended Stocks To Take Profits On\n\nPhoto by Smallroombigdream via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport,express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}