Group 1 - Scrumconnect Consulting has signed a partnership agreement with Workday, Inc. to enhance Workday's presence in local government, academia, and the NHS in the UK [2] - Scrumconnect currently supports 16 of the CDDO's top 75 government services, demonstrating its effective user-centered approach [3] - A dedicated Workday Centre of Excellence is being established in Newcastle to assist customers in optimizing their Workday investments [3] Group 2 - As a Workday Partner, Scrumconnect will provide Application Management Services (AMS) in three areas: Build, Run, and Enhance [4] - The company aims to help organizations without in-house Workday expertise by supporting configuration, integration, and data management [4] - Scrumconnect has published a new guide for public sector leaders managing Workday, offering practical advice for post-implementation management [5] Group 3 - Workday Financial Management and Human Capital Management (HCM) provide comprehensive support for financial and people-based processes, enhancing operational visibility and adaptability [6] - Scrumconnect is committed to improving public sector digital services, focusing on user experience and delivering value [7]

Financial Data and Key Metrics Changes - The company's net revenue for Q2 2022 was BRL 525 million, representing a 66% year-over-year growth, and a 73% increase in constant currency [22][10] - Adjusted EBITDA margin improved to 19.1%, up 160 basis points from the previous quarter [11][30] - Adjusted net profit reached $52.3 million, a 16% increase compared to Q2 2021, with an adjusted net profit margin of 10% [33] Business Line Data and Key Metrics Changes - The company added 17 new clients in Q2 2022, contributing to a total of 33 new clients in the first half of the year [24][10] - Revenue from Financial Services grew by 50% year-over-year, Food and Beverage increased by 17%, and TMT (Technology, Media, and Telecommunications) grew by 120% in the first half of 2022 [25] Market Data and Key Metrics Changes - North America remains the largest growing market for the company, with significant growth also observed in Europe following the acquisition of Somo [25] - Approximately 84% of revenue comes from brick-and-mortar companies, while only 16% is derived from digital natives [26][13] Company Strategy and Development Direction - The company is focused on a programmatic M&A strategy, recently acquiring Transpire in Australia and Box 1824 in Brazil to enhance its capabilities and market presence [6][9] - The company aims to leverage its acquisitions to expand its geographic footprint and enhance service offerings, particularly in the Asia Pacific region [48][47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth opportunities, expecting Q3 2022 net revenue to be at least BRL 540 million, a 46% year-over-year growth in constant currency [36] - The company anticipates a full-year net revenue growth of at least 55% year-over-year on a constant currency basis, despite potential FX impacts [37] Other Important Information - The company ended the quarter with BRL 100.4 million in adjusted EBITDA, a 36% growth year-over-year [30] - The company has a strong liquidity position with BRL 358 million in cash, allowing for flexibility in future investments and acquisitions [35] Q&A Session Summary Question: How does FX volatility affect EBITDA? - Management explained that for each $0.40 change in the FX rate, there is a corresponding 1% impact on EBITDA due to the mix of currencies in revenue and costs [39][41] Question: What is the current M&A pipeline and funding strategy? - Management indicated a strong M&A pipeline, focusing on opportunities in the USA and Europe, and mentioned a conservative approach to funding, potentially utilizing debt for strategic acquisitions [45][50] Question: Are there indications of slowing demand or postponed projects? - Management noted that while there is a slowdown in the digital natives cohort, demand from brick-and-mortar clients remains strong, with continued investment in digital initiatives [51][52] Question: What is the status of the integration of recent acquisitions? - The integration of Dextra is complete, while the integration of Somo is ongoing and expected to be fully completed in 2023 [62]