Allpark Empreendimentos Participacoes E Servicos S.a. · BMFBOVESPA:ALPK3
Allpark Empreendimentos Participacoes E Servicos — Estapar — Investor Presentation (2026)
34 slides from Allpark Empreendimentos Participacoes E Servicos's investor presentation, 2026
Slide 1: Institutional Presentation
Institutional Presentation ESTAPAR 1
Slide 2: Overview and History, Results, Business Model, Closing Remarks
01 Overview and History 02 Results 03 Business Model 04 Closing Remarks 2
Slide 3: Overview and History
Overview and History 3
Slide 4: Estapar in numbers
Estapar in numbers Brazil's largest parking company(1) and the only one listed on B3 851 +7,000 24.6% Operations 558.2k of net revenue +17.5% Parking Spaces employees comes from Digital Revenue CAGR Platforms 2023-25 2,5% 13,1% 115 cities Revenue distribution across the Off-Street, On-Street and Bey
Slide 5: Multi-sector Presence
Multi-sector Presence Diversified portfolio across more than 20 sectors of the economy, focused on operational resilience Net Revenue by Sector (2Q26) 2.2% 2.6% 4.5% 17.9% 5.5% 100 Shopping Malls 226 Commercial Buildings 146 Hospitals 12.6% Center Norte, Aricanduva, Novo Shopping Rochavera, SP Corpo
Slide 6: National Presence and Reach
National Presence and Reach Increased scale and nationwide reach since the IPO Geographic Footprint2026 851 Operations 115 Cities EVOLUTION OPERATIONS AND PARKING IPO Current SPACES May/20 Jun/26 #Chg 21 States OPERATIONS 680 851 +171 107 North + Northeast 73 109 +36 2 North-Northeast Midwest Region
Slide 7: Leadership in a fragmented market
Leadership in a fragmented market Consolidation opportunity in a highly fragmented market Market Leadership (parking spaces) ~558k Competitor A ~360k 1.6x 5 subsequent largest 4.9x ~113k competitors Source: Public information and Company estimates. Parking industry in Brazil (revenue in R$ billion)
Slide 8: Company History
Company History Four decades of expansion, institutional maturity and continuous innovation Market Intensive capital COVID-19 New growth cycle Inflection Development cycle Pandemic 2022 - 2025 Point 1981 - 2009 2009 - 2020 2020 - 2022 2026+ Capital Injection and Cash Preservation Resumption of vehic
Slide 9: Ownership Structure
Ownership Structure Long-term controlling block and alignment with best governance practices FIP Maranello Tempranillo FIA De Duero FIA Others (1) Riverside FIP Multiestratégia 81.4% 18.6% (1) Includes treasury shares and interest held by the Company's management. Shareholding Position as of July 31
Slide 10: Corporate Governance
Corporate Governance Stability in executive leadership and alignment with Novo Mercado governance rules Executive Board Board of Directors Board of Directors Emílio Sanches 15+ João Cyrino CEO years of experience at de Sá Edwyn Neves Cainã Rocha Estapar Helio Cerqueira (Founding Shareholder) Daniel
Slide 11: Results
Results 11
Slide 12: Expansion and Evolution of the Operations Portfolio
Expansion and Evolution of the Operations Portfolio Track record of openings and churn in recent years LTM Annual Year-to-Date COVID-19 Pandemic 49 50 36 33 35 37 22 22 12 0.1% 0.4% 2.5% 1.0% 0.3% 0.6% 0.5% 0.6% 0.5% 101 107 92 87 82 62 56 37 34 2019 2020 2021 2022 2023 2024 2025 jun/25 jun/26 (1) L
Slide 13: Net Revenue (R$ MM)
Net Revenue (R$ MM) Consolidated annual and quarterly performance 2-YEAR CAGR 1,873 +17.5% 1,585 +14.9% 1,356 1,081 1,113 1,019 835 887 649 2019 2020 2021 2022 2023 2024 2025 6M25 6M26 13
Slide 14: EBITDA and Margin (R$ MM)
EBITDA and Margin (R$ MM) Annual and quarterly accounting and adjusted metrics 40.8% 28.0% 27.1% 32.9% 27.5% 30.0% 28.8% 27.6% 24.6% 249 276 406 456 518 355 306 265 205 2019 2020 2021 2022 2023 2024 2025 6M25 6M26 2-YEAR CAGR +18.7% 15.4% 13.3% 18.3% 18.4% 18.6% 18.7% 19.2% 4.6% 4.9% 292 349 166 196
Slide 15: EBIT and Margin (R$ MM)
EBIT and Margin (R$ MM) Annual and quarterly results calculated on a pre-IFRS 16 and IFRIC 12 basis 7.7% 9.2% 9.0% 9.7% 5.4% 6.4% -2.0% -15.1% -19.2% +24.6% 2-YEAR CAGR 99 +40.6% 80 172 122 87 58 (23) (125) (126) 2019 2020 2021 2022 2023 2024 2025 6M25 6M26 15
Slide 16: Net Income (R$ MM)
Net Income (R$ MM) Reversal of the negative net result recorded in prior periods Net Income - Controlling Net Income - Non-Controlling 14 4 13 7 4 7 10 (43) (9) (68) (171) (158) (224) Loss reversal of: R$ 172 million 16
Slide 17: Debt Management
Debt Management Stabilized net debt, with lower leverage and average cost of debt Net debt Leverage Cost of Debt 27.8x 18.6x 5.0x 3.0x 2.8x 2.3x 2.2x 2.1x 3.32% 3.01% 2.81% 1.97% 3.54% 2.17% 1.65% 1.25% 829.3 809.8 795.1 756.7 788.9 744.5 748.5 363.3 2019 2020 2021 2022 2023 2024 2025 jun/26 2019 20
Slide 18: Business Model
Business Model 18
Slide 19: Off-Street
Off-Street Off-Street 7 Regional offices 84.4% share of total Off-Street 831 Off-Street Operations 409k Parking Spaces
Slide 20: Full Ecosystem Management
Full Ecosystem Management Cost and revenue management with flexible lease models and alignment of interests with the client Alignment of Credit risk interests Estapar is “Revenue senior in the sharing” money flow models with clients Parking payment Rent pass-through B2C Client B2B Client Drivers:
Slide 21: Tailor-Made Solutions for Each Asset
Tailor-Made Solutions for Each Asset Unique planning that considers the specific features of each operation Customization Pillars Region Sector Location and surroundings Sector-specific dynamics Target audience Owner User profile and behavior Client's objectives and guidelines EZ Towers: despite ide
Slide 22: Strategic Contract Structuring
Strategic Contract Structuring Flexible investment structures and terms tailored to the risk-return profile of each business 01/ 02/ 03/ 04/ 05/ Market Technical Track record & Proposals/ Financial Intelligence consulting internal Contracts – engineering benchmarking “tailor-made” CAPEX Intensity -
Slide 23: Operating Structure & Controls
Operating Structure & Controls Operating Structure and Human Capital National presence with local management seeking proximity and service excellence Number of employees by hierarchical level • Operational / commercial role Regional directors • +15 years of experience 1 SP, RJ, South, Northeast, MG/
Slide 24: Competitive Advantages
Competitive Advantages Market leadership underpinned by operational efficiency, digital innovation and investment capacity Market recognition as a lever to attract new contracts and build Brand user loyalty Publicly listed and audited company with benchmark Credibility governance Brazil's largest ne
Slide 25: On-Street
On-Street On-Street 20 Cities 13.1% share of total On 5 States 149k -Street Parking Spaces
Slide 26: On-Street value cycle for stakeholders
On-Street Value cycle for stakeholders through a digital and scalable model Municipality Urban Mobility Estapar offers technology Higher parking space and a greater source of turnover and technology funding to municipalities ready for through concessions. managing smart cities. Private Local Sector
Slide 27: Case Study: Zona Azul de São Paulo
Case Study: Zona Azul de São Paulo Brazil's largest parking space concession +54 +100 Exclusiv thousand vehicles e managed supporting App parking enforcement spaces 15 years R$ 595 Control Concession Million Center Upfront Concession Fee 27
Slide 28: Zona Azul de São Paulo Results
Zona Azul de São Paulo Results Annual and quarterly evolution of Net Revenue and Cash Gross Profit Annual Net Revenue (R$ MM) Year-to-Date Net Revenue (R$ MM) +21.7% +15.5% 189 155 103 121 135 89 2022 2023 2024 2025 6M25 6M26 Annual Cash Gross Profit and Gross Margin (R$ MM and %) Year-to-Date Cash
Slide 29: Beyond Parking
Beyond Parking B2C Beyond Parking Blue Ocean Parking OFF-STREET On and Off ON-STREET street B2B Parking AutoTech
Slide 30: Zul+ AutoTech Marketplace
Zul+ AutoTech Marketplace Leveraging the user base to sell automotive products and services The #1 app for drivers Growth vectors of the Estapar and Zul+ merger Zona Azul de São Paulo and 18 other cities REVENUE PER M² Parking Spot Reservation greater digitalization of the parking operation + paymen
Slide 31: Zul+ Indicators
Zul+ Indicators Annual and quarterly evolution of transaction volume, user base and share of revenue A NNUA L NET REVENUE ZUL+ ( 1 ) YEA R- TO- DA TE NET #TRA NSA CTIO N S ( 2 ) REVENUE ZUL+ ( 1 ) +14.9% 45,0 39.0 +19.1% 40,0 33.9 35,0 28.3 25.2 Everything 40,0 +24.0% 30,0 35.2 25,0 20,0 in a single
Slide 32: Electromobility
Electromobility Market projections for new electric vehicles Opportunities for Expansion Evolution of the share of new electric vehicle sales SCENARIOS Net Zero Accelerated Regulatory Scenario MARKET accelerated scenario EU CHINA US 100% 100% 80% 80% 60% 60% 40% 40% 20% 20% 0% 0% 2020 2025 2030 2035
Slide 33: Zletric Indicators
Zletric Indicators Evolution of nationwide coverage and revenue growth 59% EVOLUTIO N ZLETRIC PARTNERS ESTAPAR 1.337 1,396 INVESTEE 1,284 921 Continuous 761 expansion 224 of charging station coverage 14 NET REVENUE 6M26 85 Fast charging stations R$5.8MM 45 +30.9% vs. 6M25 33
Slide 34: Thank You!
THANK YOU! Investor Relations Emilio Sanches CEO Daniel Soraggi CFO and IRO Social Media Thomás Porto IR Manager ri.estapar.com.br Victor Caruzzo IR Analyst ri@estapar.com.br 34