Afya Limited Class A Common Shares Investor Day 2026
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Transcript
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Good morning. How are you? Thank you for being here. Welcome everyone, and welcome to one other Afya Day. This is our sixth edition since our IPO. This is a very special edition, and we are very excited. I think it's going to be really cool that you're going to learn more about the moment we're going through. Let's start. The theme of today's Afya Day is strengthening the core and expanding opportunity. The idea, this is the first Afya Day since our possible merger with Yduqs. Our agenda is really cool. Our first panel will be with Virgílio. We're going to talk a little bit about Afya's thesis. More than that, we're going to talk about the possible merger and how we are thinking about the integration.
The second talk will be with Blanco, and how we're going to generate value to our shareholder, and how we can return the value to our shareholders. Finally, Lélio will close with our digital services and the continuing education for doctors. When we finish these panels, we're going to have a Q&A session up here in the front. Later, we're going to have a Q&A moment at your tables during lunch, exclusive to investors. We are going to explain how we're going to run it. Then we're going to move on to our close-up. We're going to start now. We're going to show you our new IR website. We are launching it today. It's already aired. It has changed a lot, so the experience is friendlier and it's better for you, especially if you want to get information from our financial history and further documents.
The coolest news is that it has an AI assistant, so you can seek information quite speedily in our website. We will be waiting for your feedback, and tell us if we can have any further improvement. The idea is to facilitate how information reaches our investors and shareholders. To start our Afya Day, I'm going to invite Virgílio Gibbon, our CEO. Hello. Good morning, everyone. Welcome to our 2026 Afya Day. It's a great joy, it's a great pride from our side to talk about our history. Today, this is an even more special day because we managed to join our Afya Day, our chat with stakeholders with our news from 2026.
We have executives from all over Brazil and from other parts of the world to talk about the transformation and the planning after the announcement of our intention to merge with Yduqs and our ecosystem challenges that is our great business. You are very welcome, and it's a great joy to be here with you today. I'm going to do a brief recap of our last six years, especially when you started to follow up with us when we went public in 2019. We are the only globally known ecosystem that is integrated for professionals in health and medical areas that generates values to medical education and everyday routines, connecting doctors to industry, leveraging income, bringing more patients, and generating a ton of differentials, especially when we talk about our undergrad studies and our continuing education.
We have here a 3-minute footage to show how this ecosystem is becoming a greater purpose that connects almost 10,000 collaborators and several doctors.
" Até onde a medicina pode chegar? Quais são as fronteiras da saúde?" What are the frontiers of health?
[Foreign language] Where can we take it with?
"Quem queremos ser nessa história que está se escrevendo?" Who do we want to be in this written story?
"Grandes transformações começam com um sonho." Great transformations begin with a dream.
Our history is proof of that. Afya was not born to be just a great company. It was born to be an answer.
[Foreign language] An answer to those who have a vocation to care and needed to find the right place to make this dream come true.
An answer to doctors who needed an ally for their journey. A response to our stakeholders, partners who trust in building the solid, sustainable, and people-centered ecosystem, and a response to the whole society that needed to believe that it is possible to have access and be cared for. In the last 10 years, we have expanded access and raised the quality of training professionals aimed at transforming health in Brazil. We grew exponentially year after year with consistency and responsibility. We combine medical knowledge and technology, supporting the education and development, and also through digital solutions that are now part of the daily lives of thousands of professionals.
With great pride, work, and dedication, we have become the greatest ecosystem of education and solutions for medical practice in Brazil. Leader not only medical vacancies in the country, but for doing what no one dared to do and reaching where no one dared to go. Presence in 52 cities. 37 undergraduate units, 32 with medicals. Plus 93,000 employees, of which 1,700 physicians, 3,700 medical vacancies in 2,700 total. 85,000 undergraduate students in total. 50,000 students in continuing education. Plus 200,000 active users in the ecosystem. Plus 3.5 million free services to those who need it most. But what now? And the future, what will happen in the next 10 years? The future is not something that just happens. It is something that is built.
And in an ever-changing world, a decision is permanent, that how we choose to act as an institution, as a leader, as those responsible for education and health. We know who we want to be in this new world. A point of reference in the midst of uncertainty. A light for those who honor every day the oaths they made. Afya, it is made of courage, vision, and people who believe, in the last 10 years, have brought us here. The next 10 will be even more transformative. How do we join this ecosystem with several solutions and services and captures the purpose that connects the almost 10,000 collaborators of the company today?
There is no doubt that if we did not have this purpose within the 1,700 doctors and our 3,500 collaborators and 17,000 doctors doing continuing education, if you pay attention to this number, we have more doctors doing some kind of specialization than the entire resident system in the country. So please watch our responsiBE. We have 26,000 graduating students in medicine. Today, 307 spots. This will lead us to form more doctors than many of the northern states in Brazil. So we are talking about 300K doctors as users, and we have a system that we reach directly over 1,500 doctors through our solutions and capillarity. If we multiply that by the number of patients that are directly or indirectly impacted, it will show you the impact that we have been causing inside our company, and yet generating spectacular returns to our students, our doctors, and our stakeholders.
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