With 80% of revenue in recurring models and an increase of 25.1% in cloud solutions, the company expands margins and strengthens cash generation.
Senior Sistemas, one of the largest management software companies in Latin America, ended 2025 with revenue growth and expansion of operating margins, consolidating its business model based on recurring revenue and solutions in... cloud. The year also marked advancements in the AI-Centric strategy, supported by SARA Studio – Senior Agent for Recommendation & Analysis – and the launch of artificial intelligence agents integrated into the ERP and the main product lines.
Total net revenue reached R$ 1.17 billion for the year, an increase of 19.9% compared to 2024. Recurring revenue reached R$ 1.04 billion, an increase of 20.2%, equivalent to 80.2% of gross revenue. Within this amount, revenue in cloud grew 25.11% of annual recurring revenue, reaching R$ of 616.8 million and representing 58.81% of annual recurring revenue.
During the period, EBITDA increased by 22.51% of the total, reaching R$338.1 million, with a margin of 28.9% of the total. Net income reached R$246.5 million, an increase of 26.7% of the total, with a net margin of 21.1% of the total. Operating cash flow reached R$346.7 million, equivalent to 10% of EBITDA. At the end of the period, Annualized Recurring Revenue (ARR) reached R$1.13 billion, a growth of 19.2% of the total over the last 12 months.
“"We ended 2025 with sustainable growth, increased profitability, and a strengthened competitive position. The advancement of solutions in..." cloud "It increased the predictability of revenues and the visibility of cash flow," says Carlênio Castelo Branco, CEO of Senior Sistemas.
The year concluded with the announcement of the acquisition of CIGAM, an ERP specialist for medium and large companies, marking the Company's 32nd M&A transaction. Approved by CADE (Brazil's antitrust authority), with closing on February 5th, the transaction reinforces Senior's position among the leading ERP players in Brazil, expanding its exposure to the industry, retail, and service sectors and strengthening its cross-selling and upselling leverage within an integrated ecosystem. CIGAM's results will be consolidated into the Company's financial statements starting this month.
Wiipo expands scale with advance in credit front.
In 2025, Wiipo, a fintech company providing financial services and benefits within the Senior ecosystem, reached 4.3 million employees connected to its app and processed R$690 million in transactions—an increase of 621% compared to 2024. This performance was driven by flexible benefits and the expansion of credit, which grew by 66% during the period.
Launched on the app in July, the Worker Credit service grew by 442% in the second half of the year compared to the first, demonstrating the rapid adoption of the solution. As a result, the fintech's revenue increased by 79% year-on-year.
Senior Capital integrates credit and banking into its ERP system.
Senior Capital, joint venture The partnership between Senior Sistemas and BTG Pactual completed its first year consolidated as a platform for credit and financial services integrated with ERP. In credit, it totaled R$250 million in operations. In banking, it recorded R$719.3 million in transactions and R$1.43 billion in invoice issuances, strengthening the financial vertical as a recurring revenue generator.
AI-Centric Strategy Expands Use of Artificial Intelligence
Throughout 2025, Senior expanded its AI-centric strategy and ended the year with more than 50 AI agents integrated into its main product lines. The solutions are distributed across Finance, Human Resources, Risk Management and Security, Logistics, Agriculture, and Construction.
“We were pioneers in launching AI Agents integrated into our portfolio of management solutions, expanding our clients' ability to transform data into decisions, automate critical processes, and increase operational efficiency. We reinforced the vision that artificial intelligence is a structuring element of the new generation of business management solutions. We continue to expand the integration of intelligent agents into product lines and deepen the connection with ERP and other suites,” says the executive.
Among the AI solutions available are intelligent agents for:
- Finances: Agents for tax intelligence, regulatory scenario simulation, support for financial analysis and planning.
- Human Resources: Agents focused on intelligent recruitment, automated onboarding, climate analysis, and talent management support.
- Risk and Security Management: Agents for predictive monitoring, risk pattern identification, and decision support.
- Logistics: Agents to support route optimization, intra-logistics movement, and operational performance analysis.
- Agriculture: Agents focused on supporting production management and operational data analysis, including fraud monitoring and identification of anomalies in grain reception.
- Construction: Agents focused on construction management, monitoring the physical and financial progress of the project, controlling costs, and tracking schedules.
The agents were developed using SARA Studio, a platform that allows the creation and orchestration of agents from a structured database and APIs fully integrated with Senior's portfolio of solutions, with native governance, security, and monitoring. SARA Studio is agnostic to the AI models available on the market, selecting, for each agent, the most suitable combination of performance, cost, and cognitive capacity.
“We will continue advancing this agenda in 2026, focusing on expanding the number of agents, deepening integration with the ERP and other suites, and continuously improving the user experience, consolidating Senior as a benchmark in the practical application of AI in business management.”
Company projects 2026 with a focus on integration.
For 2026, Senior maintains its priorities of evolving its portfolio and integrating solutions. "We enter this new cycle with strengthened foundations and a focus on the continuity of our strategy. We remain attentive to opportunities and committed to sustainable long-term results," concludes the CEO.
