Core Insights - Nuvini Group Limited is a leading acquirer and operator of vertical market SaaS businesses in Latin America, providing its fiscal year 2025 guidance and growth strategy [1] - The company anticipates generating approximately R$50 to R$60 million of EBITDA for the fiscal year ending December 31, 2025, with a current market value of around $45 million, indicating a significant valuation disconnect [2] - Nuvini's acquisition pipeline could increase annualized run-rate EBITDA to approximately R$85–95 million by the end of Q1 2026 if targets are acquired [3] Financial Performance - The company aims to reduce its cost of capital for future acquisitions from roughly 20% to 12% per annum, enhancing the attractiveness of acquisitions at 4x to 6x EBITDA multiples [4] - Nuvini's acquired SaaS businesses exhibit over 90% retention rates and strong cash conversion rates, aligning with the company's current portfolio [4] - The company projects that it could achieve over $100 million in EBITDA within the next five years while maintaining high cash conversion rates [5] Strategic Vision - Nuvini's financial architecture is modeled after successful software consolidators like Roper Technologies and Constellation Software, focusing on high margins and return on invested capital [6] - The integration of AI across all functions is expected to drive operational leverage, enhancing both revenue and cost efficiencies [6] - The company emphasizes a disciplined acquisition strategy, consistent organic growth, and a lower cost of capital as key components of its business model [5]