dLocal 爲新興市場的本地支付提供動力，將全球企業商人與亞太地區、中東、拉丁美洲和非洲 30 多個國家的數十億新興市場消費者聯系起來。通過"一個 dLocal"平台（一個直接 API、一個平台和一個合同），全球公司可以在全球範圍內接受付款、發送付款和結算資金，而無需管理單獨的支付和支付處理器，建立許多本地實體，並在每個市場集成多個收購方和支付方式。

22Q1

Total Payment Volume (“TPV”) reached US$2.1 billion in the quarter, representing 127% year-over-year growth compared to US$926 million in the first quarter of 2021.

Revenues in the first quarter of 2022 amounted to US$87.5 million, representing 117% year-over-year growth compared to US$40.3 million in the first quarter of 2021 and 15% growth compared to $76.3 million in the fourth quarter of 2021.營收同比增長117%，環比增長15%。

Gross profit was US$43.6 million in the first quarter of 2022, representing 87% year-over-year growth compared to US$23.3 million in the first quarter of 2021 and 12% growth compared to US$38.9 million in the fourth quarter of 2021.毛利同比增長87%，環比增長12%。

Adjusted EBITDA was US$32.9 million in the first quarter of 2022, representing 84% year-over-year growth compared to US$17.8 million in the first quarter of 2021 and 13% growth compared to US$29.1 million in the fourth quarter of 2021.同比增長84%，環比增長13%。

Adjusted EBITDA Margin was 38% in the first quarter of 2022 compared to 38% in the fourth quarter of 2021 and 44% in the first quarter of 2021.

Profit for the first quarter of 2022 was US$26.3 million, or US$0.08 per diluted share, compared with profit of US$16.9 million, or US$0.06 per diluted share, for the first quarter of 2021 and with profit of US$23.5 million, or US$0.08 per diluted share, for the fourth quarter of 2021.

#Q1營收新高，增長非常出色。盈利能力略有下滑。南美

其他重要數據

第一季度淨收入保留率達到190%。來自New Merchants的收入爲1090萬美元，而2011年第一季度爲680萬美元。

截至2022年3月31日，dLocal擁有4.101億美元的現金、現金等價物和有價證券。

業績指引

#業績指引上調少許

S：

公司業績超預期。公司上市前就已經實現了大規模盈利，同時目前仍然兼具高速增長。

目前已經是連續兩個季度業績beats了，財報期內仍然下跌超30%，跑輸納指。

2022前瞻PEG預計小於1x，目前估值回到了IPO發行價的區間，我認爲當前估值屬於便宜範圍。

最近跟蹤：夜報|DLO21Q4財報跟蹤，增長強勁

這家公司IPO始开始跟蹤，關鍵詞直達：

美股大觀推薦搜索關鍵詞列表：夜報輸入股票代碼

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美股大觀渠道專屬