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AFYA: Brazil's medical-school seat machine is profitable, but regulation is the moat and the risk
Afya is a profitable Brazilian medical education platform built around scarce regulated medical-school seats. The thesis rests on seat maturation, tuition durability, cash conversion and whether the newer physician ecosystem can grow without undermining margins.
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AFYA: Brazil's medical-school seat machine is profitable, but regulation is the moat and the riskAfya is a profitable Brazilian medical education platform built around scarce regulated medical-school seats. The thesis rests on seat maturation, tuition durability, cash conversion and whether the newer physician ecosystem can grow without undermining margins.NASDAQMay 14, 2026Research reportReadSlides