What we think about dLocal (DLO)
dLocal in Three Words: Cross-border Payments Disruptor
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Background
Uruguay-based dLocal is a payments processor enabling global merchants to access emerging markets like India, Brazil, and Mexico. With over 600 merchants including Meta, Nike, and Didi as customers, dLocal simplifies the complex payments rails and regulatory environments in developing countries.
As a payments company, dLocal generates revenue by clipping fees based on the total payment transaction volume (TPV) it processes. We want to see TPV grow steadily and the take rate (revenue as a percentage of TPV) remain stable. Payments are a scale business – once infrastructure is built, incremental TPV is highly profitable.
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