Slide 1: Results Presentation 2Q25
Results Presentation 2Q25
Slide 2: Disclaimer
Disclaimer This is a support document for the WEG S.A. conference call. Any forecasts contained in this document or statements that may eventually be made during this conference call relating to WEG’s business perspectives, projections and operating and financial goals and to WEG’s potential future
Slide 3: 2Q25 Highlights
2Q25 Highlights R$ 10.2 bi R$ 2.3 bi 32.9% Net Operating Revenue EBITDA ROIC EBITDA margin 22.1% +10.1% +6.5% -450 bps vs. 2Q24 vs. 2Q24 vs. 2Q24 3
Slide 4: Return on invested capital
Return on invested capital -450 bps 37.4% 32.9% Net Operating Profit Invested Capital After Taxes* +11.8% +27.1% 2Q24 2Q25 vs. 2Q24 vs. 2Q24 *Accumulated in the last 12 months 4
Slide 5: 2Q25 Business Area Performance
2Q25 Business Area Performance Industrial Electro-Electronic Energy Generation, Transmission, Commercial and Paints and Varnishes Equipment and Distribution (GTD) Appliance Motors 48.1% 40.1% 7.9% 3.9% +2.8% -1.6% +1.3% +10.8% Domestic Market 2Q24 2Q25 2Q24 2Q25 2Q24 2Q25 2Q24 2Q25 +16.7% +16.1% +29
Slide 6: EBITDA (in R$ million)
EBITDA (in R$ million) 932.8 (785.9) (142.4) 223.1 2,259.5 2,120.8 (88.9) COGS Net Operating (ex depreciation) Selling General & Administrative Other Revenues Expenses Expenses Expenses EBITDA 2Q24 EBITDA 2Q25 6
Slide 7: Investments (CAPEX)
Investments (CAPEX) 672.4 621.2 583.4 237.6 434.9 271.3 213.4 391.5 351.5 154.0 127.7 167.4 434.8 370.0 349.9 223.8 224.1 280.9 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 Brazil Outside Brazil Rugao, China 7
Slide 8: Recent Achievements Outlook
Recent Achievements Outlook Acquisition of the assets of Heresite Protective Healthy operating margin dynamics Coatings, an industrial coatings company Global presence allows risk mitigation and Improved performance in the FTSE4Good Index expansion of opportunities Global geopolitical and macroecono
Slide 9: Contacts Investor Relations
Contacts Investor Relations ri.weg.net +55 47 3276 6106 ri@weg.net twitter.com/weg_ir