Slides
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Presentation Investor 3Q26
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WEG in numbers + 50,000 employees worldwide +5,500 engineers worldwide 69 18 5 manufacturing sites countries continents Distributors in 120 countries+ WEGE3 WEGZY Net revenue in 2025 R$ 41billion Market value (Sep/2026) R$ 208billion 2 51.1% of 2025 revenue are from products launched in last 5 years The world's largest manufacturer of low-voltage industrial motors The world’s largest industrial plant for low-voltage motors with + 1 million M²
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DISTRIBUTION TRANSMISSION End-to-End Solutions Electrical machines, automation and digitalization, infrastructure, electric mobility and energy systems SOLAR GENERATION BIOMASS GENERATION HYDRO GENERATION WIND GENERATION FARMS CITY HOMES INDUSTRY ELECTRICAL INSTALLATIONS AUTOMATION AND PROTECTION PAINTS AND VARNISHES DIGITAL BUSINESS 3
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Why WEG? 4 Fast-growing global company specializing in energy efficiency and renewable energy generation Compound annual growth rate of 17.6%over the past 29years, with organic growth and acquisitions. A strategic plan focused on continuous and sustainable growth, with international and product line expansions. Long-term vision Established on vertical integration, economies of scale, operational excellence, production flexibility, and technological innovation Unique business model Diversification A diversified portfolio together with commercial and industrial presence allows for growth across different segments, geographies and market cycles
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Megatrends Ready to support the energy transition Photo 5 Energy Efficiency Innovative solutions promoting reduced energy consumption and accelerating the industry's decarbonization journey. Operational Efficiency Global industry in search for automation, electrification, and digitalization solutions that can optimize processes, reduce costs and increase productivity. Renewables Energies Demands of a more efficient and sustainable world, seeking strategic partners in the energy transition, through systems for the generation, transmission, distribution, and storage of clean energy. Electrical Mobility Constant expansion of electric mobility ecosystems, with products and technological partnerships for companies seeking complete solutions for the electrification of transport and infrastructure systems.
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Vertical Integration Production flexibility that reduces costs and optimizes processes Diversification A diverse mix of solutions that serves various markets and consolidates our global presence Scale Production scale allows for gains in competitiveness in the global market Mass Customization We understand needs to meet objectives and thus develop customized solutions Modular Expansion Production system dedicated to maximizing capital return and minimizing demand risks Financial Flexibility Allows WEG to seek growth opportunities as they become available 6 Competitive advantages Unique business model creates important competitive and defensive advantages
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7 Global Presence 69 manufacturing sites in 18 countries Commercial operations in 44 countries Distributors in more than 120 countries Net revenue distribution by geographical area 28.9% 15.1% 40.4% 3.3% 7.0% North America Europe Africa Asia-Pacific Brazil 5.3% South & Central America
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Energy Generation, Transmission and Distribution (GTD) Strategic Positioning Reference in solutions with a wide integrated offer of electrification, automation and digitalization Main Competitors Industrial Electro-Electronic Equipment (EEI) Commercial and Appliance Motors (MCA) Paints and Varnishes (T&V) 8 Industrial LV Industrial HV Gear Boxes Electric Mobility Drives Controls Digital Systems Smart Grid Alternators Small Hydro Solar Wind Synchronous Condensers Power transformers Dry Transformers Distribution Transformers Substations Energy Storage Powder coatings Liquid coatings Fractional Appliance
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WEG Business A diversified product line allows for strong growth in different market cycles Paints and Varnishes (T&V) Industrial Electro-Electronic Equipment (EEI) Commercial and Appliance Motors (MCA) Energy Generation, Transmission and Distribution (GTD) ∆% 9M26 / 9M25 Domestic Market External Market Total Net Revenue +7% +3% +4% -22% +11% -5% -4% -3% -4% +6% -1% +5% Revenue Breakdown Year to Date: External Market 62% 38% Domestic Market 1% 4% 22% 35% 15% 16% 3% 4% 9
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7% 38% 32% 22% 61% 40% 372 4,392 40,804 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Consistent growth trajectory (BRL millions) Business model allows finding and exploring growth opportunities even under unfavorable macroeconomic conditions 10 Made and sold in Brazil Made in Brazil and exported Made and sold abroad CAGR 17.6%
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Solid Returns and Disciplined Capital Allocation 11 Capital allocation discipline and above average returns 100 102 102 120 129 151 179 224 229 279 319 16.0% 14.0% 16.6% 17.6% 20.2% 25.5% 30.5% 29.4% 39.2% 34.2% 32.5% 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Invested Capital (base 100) ROIC
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12 Resulting in improved EBITDA margin Solid Returns and Disciplined Capital Allocation 1,478 1,407 1,466 1,824 2,245 3,268 4,679 5,617 7,090 8,503 9,000 15.1% 15.0% 15.4% 15.2% 16.8% 18.7% 19.9% 18.8% 21.8% 22.4% 22.1% 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 EBITDA (BRL Millions) EBITDA Margin
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Margin Dynamics Product Pricing Product Mix Long CycleShort Cycle Average Margin 13 Product mix and pricing conditions tend to follow the global economic cycle
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Portfolio Strategy 14 MARKET ACCESS TECHNOLOGY *Acquisition of specific technology or businesses. 2010 2015 2014 * 2013 * 2011 2014 2016 2017 * 2015 2015 * 2019 2012 2014 2012 2022 2012 2016 2014 2020 2010 2011 2014 2010 2011 2019 2019 2011 2022 * 2019 * 2016 * 2020 Motion Control 2010 2024 2024 2023 2023 2023 2025 2025 2025
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Use of Cash Working Capital (% of Net Revenue) Net Income and Dividends (BRL millions) 15 0% 5% 10% 15% 20% 25% 30% 35% 40% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Working Capital Clients Inventories Suppliers Advances from Customers 1,118 1,142 1,338 1,615 2,341 3,586 4,208 5,732 6,043 6,376 568 612 658 738 928 1,703 1,972 2,440 3,095 5,714 51% 54% 49% 46% 40% 48% 47% 43% 51% 90% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Net Earnings Dividends Pay-out (%)
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Use of Cash CAPEX (BRL millions) Research & Development (BRL millions) 16 326 266 429 524 538 847 1,193 1,659 1,850 2,6923.5% 2.8% 3.6% 3.9% 3.1% 3.6% 4.0% 5.1% 4.9% 6.6% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 % Net Revenue 247 259 308 339 469 549 647 832 1,082 1,405 2.6% 2.7% 2.6% 2.5% 2.7% 2.3% 2.2% 2.6% 2.8% 3.4% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 % Net Revenue
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372 40,804 1996 ... 2025 Net Revenue (BRL millions) Future Revenue 17 Long-Term Strategic Planning We will continue expanding into new geographies and developing factories abroad, replicating our verticalization model. We will continue to expand our product and service line, offering our customers more complete and efficient solutions. Our products enjoy organic growth, keeping pace with the growth of the global industry in the various market segments to which we are exposed. Growth avenues for continuous and sustainable development
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33% Werner Voigt 33% Eggon Silva 33% Geraldo Werninghaus 14% Founder’s Families (directly) 50% WPA 1% Treasury and Management 35% Free Float WEG S.A. 18 Shareholding Structure
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Company Ticker Number of Shares 2026-09-30 Stock Price Market Value Listed Segment Liquidity (average daily volume) Composition of Free Float 2026-09-30 ▪ Issued: 4,197,317,998 ▪ In Treasury: 1,488,307 ▪ Ex-treasury: 4,195,829,691 ▪ On 2025-09-30: BRL 35.09 ▪ On 2026-09-30: BRL 49.46 ▪ On 2025-09-30: BRL 147.3 billion ▪ On 2026-09-30: BRL 207.6 billion ▪ 54% - Foreign institutions ▪ 6% - Brazilian institutions ▪ 40% - Others (individuals, etc.) ▪ On 2025: BRL 379.7 million / day ▪ On 2026: BRL 370.1 million / day ▪ WEG S.A. ▪ WEGE3 (B3) / WEGZY (OTC – ADR Level 1) ▪ Novo Mercado (since 2007) 19 Stock Market
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Contacts Investor Relations ri.weg.net +55 47 3276 6106 ri@weg.net twitter.com/weg_ir