MELI MercadoLibre (MELI) Q2 FY26 earnings call
MercadoLibre delivered a robust Q2 FY26, achieving record net revenue and significant growth in its credit portfolio, underpinned by a strategic focus on ecosystemic user engagement. Despite a year-over-year EBIT margin compression due to deliberate long-term investments in areas like free shipping and AI, the company demonstrated strong underlying cash generation and disciplined risk management in its expanding credit book. Management emphasized the unique flywheel effect of its integrated commerce and fintech ecosystem, driving sustained profitability and market leadership in Latin America.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.