DLocal's New CFO and Strong Guidance Signal Growth Inflection Point

DLocal Limited has reported Q2 and H1 2025 results with significant sales growth, increased annual revenue guidance to 30%-40% YoY, and appointed Guillermo López Pérez as its new CFO with extensive global payments experience. This combination signals the company's focus on operational momentum amid ongoing business expansion. The CFO appointment provides experienced leadership but doesn't fundamentally change the central short-term catalyst: continued revenue growth alongside merchant and geographic diversification.

DLocal Limited (NASDAQ: DLO) has reported robust financial results for Q2 and H1 2025, demonstrating significant sales growth and increased annual revenue guidance. The company's shares have seen a notable increase in trading volume and price, reflecting investor confidence in its performance and future prospects.

Q2 and H1 2025 Results

DLocal's revenues rose by 50% in Q2 2025 to $256 million, the fastest growth since Q4 2023 [1]. The company's total payment volume (TPV) reached a record high of $9.2 billion for the first half of 2025, growing more than 50% year-over-year (YoY) for the third consecutive quarter [3]. The growth was particularly strong in Brazil and Mexico, with markets outside its top three growing almost three times faster, contributing to increased diversification [1].

Revenue Growth and Guidance

DLocal has upgraded its annual guidance across its four key growth metrics—revenue, TPV, adjusted EBITDA, and gross profit—to be at or above the upper end of their original 2025 guidance ranges [1]. This indicates a strong expectation for continued growth and operational efficiency.

Strategic Moves and CFO Appointment

To support its growth trajectory, DLocal has been expanding its alternative payment methods and forging strategic partnerships. The company has launched new local licenses in multiple markets and integrated buy now, pay later (BNPL) solutions across global merchants [1]. Additionally, it has partnered with Circle and BVNK to enable stablecoin settlement and on/off-ramp services [1].

In a significant move, DLocal appointed Guillermo López Pérez as its new Chief Financial Officer (CFO) [3]. Mr. Pérez brings extensive global payments experience, which will likely contribute to the company's financial stability and operational efficiency.

Analyst Ratings and Price Targets

Analysts have taken note of DLocal's performance. Truist Securities recently raised its price target for DLocal from $12.00 to $14.00, maintaining a "hold" rating [2]. This move reflects a 16.7% increase from the previous target price and follows a series of recent analyst upgrades and downgrades.

Conclusion

DLocal Limited's Q2 and H1 2025 results showcase strong revenue growth and operational momentum. The company's strategic moves, including the appointment of a new CFO, signal its commitment to continued expansion and diversification. While the stock has seen increased trading volume and price, investors should consider the company's financial performance, debt levels, and overall market conditions before making investment decisions.

References

[1] https://www.fxcintel.com/research/reports/ct-dlocal-q2-2025-earnings
[2] https://www.ainvest.com/news/dlocal-truist-securities-raises-pt-14-12-maintains-hold-rating-2508/
[3] https://www.uruguayherald.com/