Slides
Page 1
GRUPOTECHNOS RESULTS 2Q26 TECHNOS AUTOMATIC SAB T TECHNOS Condor Mormaii -ЄURC- FOSSIL MICHAEL KORS
Page 2
SCHEDULE 1. 2Q26 Highlights Daniela Pires 2. 2Q26 Results Danielle Younes 3. Financial Evolution Danielle Younes 4. Q&A
Page 3
HIGHLIGHTS
Page 4
2Q26 Highlights 2Q26 vs. 2Q25 Net Revenue Sales average price and Volume Gross Profit and Gross Margin SG&A Adjusted EBITDA Net Debt R$42,6M PM R$223 # 679 mil +11,4% -4,8% GP R$73,7M GM 57,1% +8,4% +1,4 p.p. R$129,0M +5,8% +7,9% R$37,3M +16,0% R$ -13,4M
Page 5
2026 Highlights 2026 vs. 2025 Net Revenue Sales average price and Volume Gross Profit and Gross Margin SG&A Adjusted EBITDA Net Debt R$82,4M +7,7% R$51,3M +16,1% R$ -13,4M PM R$216 # 1.200 mil +9,4% -3,3% GP R$122,6M GM 55,7% +7,3% +0,9 p.p. R$220,2M +5,6%
Page 6
SCHEDULE 1. 2Q26 Highlights Daniela Pires 2. 2Q26 Results Daniela Pires 3 Financial Evolution Daniela Pires 4. Q&A
Page 7
2Q26 Results Gross Revenue (R$M) Sales average price and Volume Quarter Year -to -Date Quarter Year -to -Date + 6,9% 143,0 151,6 2Q25 2Q26 Gross Revenue (R$ M) + 6.1% 244,7 258,9 2025 2026 Gross Revenue (R$ M) + 5.8% 609,5 679,0 235 223 -150 -50 50 150 250 350 0,0 100,0 200,0 300,0 400,0 500,0 600,0 700,0 800,0 900,0 2Q25 2Q26 Volume (Mil) Sales Average Price (R$) + 11.1% 1.097 1.200 223 216 10 90 170 250 330 410 490 570 650 730 810 890 970 1.050 1.130 1.210 1.290 1.370 1.450 1.530 2025 2026 Volume (Mil) Sales Average Price (R$)
Page 8
2Q26 Results Gross Profit and Gross Margin Quarter Year -to -Date 67,9 73,7 55,7% 57,1% 2Q25 2Q26 Gross Profit (R$ M) Gross Margin (%) + 8.4% 114,2 122,6 54,8% 55,7% 2025 2026 Gross Profit (R$ M) Gross Margin (%) +7.3%
Page 9
2Q26 Results Sales Expenses (R$M) Administratives Expenses (R$M) Quarter Year -to -Date Quarter Year -to -Date 56,2 60,2 26,9% 27,4% 2025 2026 Selling Expenses (R$ M) Net Revenue (%) + 7.2% 10,2 11,0 8,3% 8,5% 2Q25 2Q26 Administrative Expenses (R$ M) Net Revenue (%) + 8.4% 20,3 22,1 9,7% 10,0% 2025 2026 Administrative Expenses (R$ M) Net Revenue (%) + 9.1% 29,3 31,6 24,1% 24,5% 2Q25 2Q26 Selling Expenses (R$ M) Net Revenue (%) + 7.7%
Page 10
2Q26 Results Adjusted EBITDA Margin (R$M) and Adjusted EBITDA Margin (%) Quarter Year -to -Date 32,1 37,3 26,3% 28,9% 2Q25 2Q26 Adjusted EBITDA (R$ M) Adjusted EBITDA Margin (%) + 16.0% 44,2 51,3 21,2% 23,3% 2025 2026 Adjusted EBITDA (R$ M) Adjusted EBITDA Margin (%) + 16.1%
Page 11
2Q26 Results R$ milion 2Q25 Days 2Q26 Days (+) Accounts Receivables 193,9 158 212,4 156 (+) Inventories 164,5 298 177,1 290 (-) Accounts Payables 52,7 96 50,2 82 (=) Working Capital 305,7 361 339,4 364
Page 12
R$ milion 2Q25 1Q26 2Q26 Gross Debt (97,2) (42,7) (40,6) (-) Cash 66,6 25,6 27,2 (=) Cash (Debt) Net (30,6) (17,1) (13,4) 2Q26 Results
Page 13
SCHEDULE 1. 2Q26 Highlights Daniela Pires 2. 2Q26 Results Daniela Pires 3. Financial Evolution Daniela Pires 4. Q&A
Page 14
EVOLUTION FINANCIAL RESULT
Page 15
Financial Evolution Net Revenue (R$M) Gross Profit (R$M) and Gross Margin 312,7 433,7 413,4 397,3 360,9 351,2 305,7 316,2 244,6 314,4 351,2 342,3 400,3 478,4 490,1 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 LTM 187,9 250,8 229,8 206,8 169,6 155,1 146,7 109,2 112,4 165,2 190,5 189,4 218,9 261,7 270,0 60,1% 57,8% 55,6% 52,0% 47,0% 54,2% 55,3% 34,5% 46,0% 52,5% 54,3% 55,3% 54,7% 54,7% 55,1% 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 LTM
Page 16
SG&A and % of Net Revenue Adjusted EBITDA and Adjusted EBITDA Margin Financial Evolution 115,6 173,4 152,8 166,0 159,8 168,6 144,8 147,3 112,1 107,7 122,7 129,9 146,1 167,1 173,0 37% 40% 37% 42% 44% 50% 47% 47% 46% 34% 35% 38% 36% 35% 35% 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 LTM 80,5 94,6 101,6 84,1 46,3 22,0 8,0 15,2 6,0 63,2 82,4 86,7 93,2 111,7 118,8 25,8% 21,8% 24,6% 21,2% 12,8% 6,5% 2,6% 4,8% 2,5% 20,1% 23,5% 25,3% 23,3% 23,4% 24,3% 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 LTM EBITDA Ajustado e Margem Ebitda
Page 17
Agenda 1. Destaques do Trimestre Daniela Pires 2. Indicadores Financeiros Daniela Pires 3. Evolução Financeira Daniela Pires 4. Q&A
Page 18
DISCLAIMER This material is a presentation of general information about Technos S.A. and its subsidiaries (the “Company”), prepared as of the date of this presentation exclusively for meetings with potential investors, pursuant to CVM Instruction 400 and other applicable legal provisions. This material, in whole or in part, does not constitute a subscription or sale of the Company’s common shares. Investors should review the information already publicly disclosed before making an investment decision regarding the Company’s common shares, which are available for trading on BM&F Bovespa. Investors may request the prospectuses of the Public Offering carried out on June 28, 2011, from Banco Itaú BBA S.A., Banco de Investimentos Credit Suisse S.A., and Goldman Sachs do Brasil Banco Múltiplo S.A. (collectively, the “Coordinators”). This presentation has been summarized and is not intended to be complete. The information contained in this presentation has not been independently verified by the Coordinators (as defined below) or by the placement agents for the international offering of the shares. Certain information has been obtained from independent sources. The information in this presentation that was not obtained from independent sources has been included solely based on information provided by the Company. Investors should consult the Public Offering prospectus for more complete information. This presentation should not be construed as an offer, solicitation, or invitation to buy or sell any securities. This presentation is not directed to specific investment objectives, financial situations, or particular needs of any recipient and should not be regarded as investment advice. No representation or warranty, express or implied, is made as to the accuracy, certainty, or completeness of the information contained in this presentation. Recipients should not consider this presentation as a substitute for their own independent judgment. Any opinions or information expressed herein are subject to change without notice, and neither the Company nor the Coordinators undertake any obligation to update or keep current the information contained in this presentation. The Company, the Coordinators, and their respective affiliates, agents, directors, partners, and employees accept no liability whatsoever for any loss or damage of any kind arising from the use of this material, in whole or in part. The Company’s common shares were offered only in jurisdictions where permitted and to the extent permitted by applicable law. This presentation is strictly confidential and is being distributed only to selected recipients. This presentation may not be reproduced (in whole or in part) or distributed to any other person. This presentation contains forward-looking statements, including, without limitation, any information that may predict, forecast, indicate, or imply future results, performance, or achievements, and may contain words such as “believes,” “anticipates,” “expects,” “forecasts,” “estimates,” “intends,” “may,” “will,” “continues,” or other words or expressions of similar meaning. These forward- looking statements are merely estimates and are not guarantees of future performance. Investors should be aware that such forward-looking statements are and will be, as the case may be, subject to various risks, uncertainties, and factors relating to the Company’s operations and business segment that may cause its actual results to differ materially from those expressed or implied in the forward-looking statements contained in this presentation. Although the Company believes that the assumptions and estimates reflected in the forward-looking statements in this presentation are reasonably based on information currently available to the Company’s management, the Company cannot guarantee future results or events. Due to these uncertainties, investors should not make any investment decision based on these estimates and forward-looking statements. The Company and the Coordinators expressly disclaim any obligation to update any forward-looking statements. Investors should consult their own legal, regulatory, tax, business, investment, financial, and accounting advisors as they deem necessary, and their decision to invest in the Company should be based on their own judgment and the advice of their advisors regarding the information and opinions expressed in this presentation.