Ci&t Inc · NYSE:CINT
Ci&t — Q2 2025 Earnings Presentation
18 slides from Ci&t's earnings presentation, Aug 13, 2025
Slide 1: Q2/25 Earnings Presentation
Q2/25 investors .ciandt.com
Slide 2: Hello, We are your CI&T presenters today
Hello, We are your CI&T presenters today: Cesar Bruno Stanley Eduardo Gon Guicardi Rodrigues Galvão Founder & CEO Founder & NAE Partner, CFO IR Director President
Slide 3: Q&A Session
Q&A SESSION Submit your question via email to investors@ciandt.com investors.ciandt.com
Slide 4: Safe Harbor and Non-IFRS Measures
SAFE HARBOR AND NON-IFRS MEASURES FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact that may
Slide 5: Tech-Integrated Business Solutions
Tech-Integrated Business Solutions End-to-end business solutions provider that integrates technology/AI with business transformation.
Slide 6: 2Q25 Financial Highlights
Revenue in 2Q25 2Q25 $117.2M Financial +12.3% organic growth at constant currency YoY (1) Highlights Adjusted EBITDA Margin (1) 18.4% Adjusted Profit Margin (1) 10.4% (1) Revenue at Constant Currency, Adjusted EBITDA Margin and Adjusted Profit Margin are non-IFRS financial measures. See disclosure rega
Slide 7: Hyper Efficiency, AI Legacy Modernization, AI First Transformation
Hyper Efficiency AI Legacy AI First Teams Modernization Transformation Unlocking efficiency with AI-first Driving AI-powered Empowering our clients with augmented teams, delivering modernization with smarter, a safe and compliant GenAI measurable business impact adaptable, and scalable solutions platfo
Slide 8: Hyper-Efficiency in Practice
Hyper-Efficiency Driving efficiency with AI-first augmented teams, in Practice delivering measurable business impact INSURANCE PHARMACY CPG RETAILER 56 % 52 % 52 % Gains in efficiency on the software development cycle
Slide 9: Global Talent Network
GLOBAL TALENT NETWORK 7,627 +22.3% 10.6% CI&Ters growth y-o-y Attrition 1 EXPANDING OUR PEOPLE PLATFORM FOR GROWTH Recognized for Certified for having 25% of “Good Employability 1 Attrition: Employee voluntary attrition excluding employees with less than the Board of Directors Practices for Disabled
Slide 10: Results driven
CI&T Results driven
Slide 11: 2Q25 and 6M25 Results: Revenue
2Q25 AND 6M25 RESULTS Revenue US$ Million +8.0% $117.2 +6.5% $108.5 $214.2 $228.1 2Q24 2Q25 6M24 6M25 Organic Revenue Growth +13.0% at Constant Currency (1) +12.3% (1) Revenue Growth at Constant Currency is a non-IFRS financial measure. See disclosure regarding non-IFRS measures.
Slide 12: Diversified Business Model
DIVERSIFIED BUSINESS MODEL 6M25 REVENUE DISTRIBUTION REVENUE BY GEOGRAPHY REVENUE BY INDUSTRY TOP CLIENT’S REVENUE SHARE % OF TOTAL % OF TOTAL % OF TOTAL APAC TOP OTHERS CLIENT 4% 5% 11% LIFE SCIENCES FINANCIAL 8% SERVICES 35% LATAM NORTH OTHER CLIENTS 46% AMERICA TECH AND 44% TELECOM 57% 10% TOP 10
Slide 13: Consistently Nurturing Large Clients' Relationships
CONSISTENTLY NURTURING LARGE CLIENTS' RELATIONSHIPS Number of Multi-Million Accounts Revenue contribution over the last 12 months by client cohort 119 108 107 34 32 38 44 62 55 In US$ Million 15 13 11 10 10 10
Slide 14: 2Q25 and 6M25 Results: Adj. EBITDA
2Q25 AND 6M25 RESULTS Adj. EBITDA & Adj. EBITDA Margin (1) US$ Million; % Adj. EBITDA margin 19.2% 18.4% $33.7M Cash Generated from Operating Activities in 6M25 +3.1% 18.0% 17.7% $21.5 +8.5% $20.9 $37.9 $41.1 81.9% Operating Cash Flow/Adjusted EBITDA (1) in 6M25 6M24 6M25 2Q24 2Q25 (1) Adjusted EBIT
Slide 15: 2Q25 and 6M25 Results: Adj. Profit
2Q25 AND 6M25 RESULTS Adj. Profit & Adj. Profit Margin (1) US$ Million; % Adj. Profit Margin 11.6% 10.4% $0.09 Adjusted Diluted EPS (1) in 2Q25 -2.4% 9.8% 9.6% $0.16 $12.5 $12.2 Adjusted Diluted EPS (1) +4.3% in 6M25 $21.0 $21.8 2Q24 2Q25 6M24 6M25 (1) Adjusted Profit, Adjusted Profit Margin and Adjusted
Slide 16: Business Outlook
REVENUE ORGANIC REVENUE GROWTH (Y-O-Y) Business For the 3Q25, For the full-year of 2025, Outlook At least: in the range of: US$124.4M +10.5% to +15% a 10.5% growth in constant currency (1), at constant currency and 10.8% growth in U.S. dollars (y-o-y) (Avg. FX rate of 5.51 BRL/USD Adjusted EBITDA ma
Slide 17: Thank You
THANK YOU. ciandt.com
Slide 18: Appendix - 2Q25 Reconciliation of Non-IFRS measures
Appendix - 2Q25 Reconciliation of Non-IFRS measures We calculate Revenue at Constant Currency by translating Revenue from entities reporting in foreign currencies into U.S dollars using the comparable foreign currency exchange rates from the prior period to show changes in our revenue without giving