Slide 1: Webcast de Resultados 2Q26
Webcast de Resultados 2Q26 Padtec S/A © 2026. Todos os direitos reservados
Slide 2: Disclaimer
Disclaimer This material may contain projections and/or estimates of future events. The use of the terms "anticipates", "believes", "expects", "estimates", "plans", "anticipates", "projects", among others, is intended to signal possible trends and statements that evidently involve uncertainties and
Slide 3: Padtec S/A © 2026. Todos os direitos reservados.
Padtec S/A © 2026. Todos os direitos reservados.
Slide 4: Trusted Partner in Digital Infrastructure
Trusted Partner in Digital Infrastructure Expanding capabilities across the entire digital infrastructure value chain, from network design and deployment to operations, maintenance and marine infrastructure projects. The launch of Padtec Marine Networks (PMN), following the capitalization of LEV Bra
Slide 5: Highlights
Highlights Results Turnaround Gross profit of R$ 104.4 million, with a 37.4% margin. Performance was supported by operational efficiency gains, an improved revenue mix and disciplined commercial execution; Net income of R$ 18.1 million, representing representing strong growth of 160.0% in LTM 2Q26 v
Slide 6: Padtec S/A © 2026. Todos os direitos reservados.
Padtec S/A © 2026. Todos os direitos reservados.
Slide 7: 2Q26 Financial Results
2Q26 Financial Results Padtec S/A © 2026. Todos os direitos reservados.
Slide 8: Financial Results: Net Revenues
Financial Results Recurring revenues continue to increase their share of the revenue mix, enhancing earnings visibility and improving the quality of results. Net Revenues (R$MM ) 300 291.9 278.9 Highlights: • Recurring revenues up 8.8% in LTM 2Q26 250 from Services, Software and Platforms • Higher c
Slide 9: Financial Results: Gross Profit and Margin
Financial Results Gross margin expansion reflects operational efficiency gains, disciplined cost management and a higher contribution from recurring revenue streams. Gross Profit (R$MM); Gross Margin (%) 39.5% 37.5% 35.8% 36.2% 36.6% 35.5% 34.3% 31.8% 28.6 27.4 25.9 25.3 104.6 104.4 24.8 23.1 1Q25 2
Slide 10: Financial Results: EBITDA and Margin
Financial Results The sustained improvement in EBITDA and EBITDA margin highlights the effectiveness of the Company's strategy centered on profitability, revenue quality and operational excellence. EBITDA (R$ MM); EBITDA Margin (%) 25.6% 19.1% 21.9% 16.5% 14.6% 8.5% 8.2% 11.9% 53.2 Highlights: 42.7
Slide 11: Financial Results: Operating Expenses vs Net Revenues
Financial Results R&D x Net Revenues (R$MM) Administrative Expenses x Net Revenues (R$MM) 37.5 34.7 34.3 31.3 30.1 30.1 29.2 26.5 10% 11% 20.8 11% 9% 10% 9% 7% 8% 8% 12.5 4% 2022 2023 2024 2025 LTM 2Q26 2022 2023 2024 2025 LTM 2Q26 Sales Expenses x Net Revenues (R$MM) Financial Expenses x Net Revenu
Slide 12: Financial Results: Debt and Leverage
Financial Results A robust capital structure, supported by predominantly long-term debt and a declining leverage ratio, preserves financial flexibility and supports future growth initiatives. Debt: long term x short term (R$MM) Net Debt / LTM EBITDA (X) 339,9 149.2 154.2 282,8 276,0 136.5 77,5% 8.5
Slide 13: Financial Results: Debt Evolution
Financial Results Active liquidity management, continued debt amortization and a long-term debt profile reinforce the Company's financial strength and capital structure resilience. Debt Evolution (R$MM) Gross debt Interest Interest Amortization Gross debt Cash and Financial Net debt 2025 expenses pa
Slide 14: Management Message
Padtec S/A © 2026. Todos os direitos reservados. Management Message: “Padtec believes digital infrastructure is undergoing its most significant transformation since the creation of the Internet. While the last decades were characterized by networks designed to distribute content through Content Deli