Kroton espera alta de 2 dígitos na captação com estabilidade de tíquete médio
A Kroton, operação de ensino superior do grupo de educação Cogna, deve ter crescimento de duplo dígito na captação de alunos para o primeiro semestre do ano letivo, disse nesta sexta-feira (25) a direção da companhia em sua teleconferência de resultados.
Esse aumento deve vir puxado especialmente dos cursos digitais, que têm crescido. No caso da empresa, enquanto a base total de alunos aumentou 5,2% em 2021, os alunos da modalidade EAD cresceram 15,1%. É uma realidade do mercado de ensino. Dados do censo do Ministério da Educação (MEC), divulgados no início do ano, apontam que esse tipo de curso foi a opção de 64% nas matrículas de graduação de 2020.
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No caso da Cogna, o presidente da Kroton, Roberto Valério, diz que os cursos EAD tem conseguido manter tíquetes médios acima dos praticados pelo mercado, mesmo com aumento da concorrência. No último trimestre, a Kroton ainda não conseguiu aumentar receita, mas elevou sua margem Ebitda (sigla em inglês para lucro antes de juros, impostos, depreciação e amortização) em 25 pontos percentuais. “Patamar de rentabilidade da Kroton é algo perene”, disse Rodrigo Galindo, presidente da Cogna. O executivo vai deixar o comando da companhia a partir de segunda-feira, ficando à frente do conselho de administração. Valério assumirá a direção executiva.
No caso dos cursos presenciais, a forte captação deve se refletir em aumento de evasão e pode haver recuo na base de alunos. “Ainda achamos que vamos conseguir um pequeno crescimento de margem, talvez estabilidade. Mas vamos trabalhar contra três fatores ao longo do ano: inflação, pressão de receita e volta da ‘presencialidade’ ao campus, que pressiona custos, como energia elétrica, água, limpeza”, disse Valério.
Ele pondera, porém, que o foco da companhia tem sido nos...
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