Slide 1: Embraer Investor Relations
1 RELATIONS INVESTOR This information is property of Embraer and cannot be used or reproduced without written permission.
Slide 2: 2022 Recovery & Growth: Plan Execution and Company Turnaround
INVESTOR RELATIONS 2022 2023-2026 RECOVERY & GROWTH GROWTH PLAN EXECUTION & COMPANY TURNAROUND CAPTURE EMBRAER’S FULL POTENTIAL CONTINUOUS FOCUS ON ENTERPRISE EFFICIENCY AND INNOVATION: AIRCRAFT DELIVERED INCREASED BY 12.7% VS. 2021, EVEN WITH SUPPLY CHAIN CONSTRAINTS This information is property of
Slide 3: Commitments - Progresses 2022
INVESTOR COMMITMENTS - PROGRESSES 2022 RELATIONS ENVIRONMENT SOCIAL PRODUCT USE (SCOPE 3) 56% diverse hires in all entry level programs by 2025 (target 50%) • Net-zero Aviation by 2050: 17% of women in senior leadership positions by 2025 (target 20%) “ENERGIA” aircraft concepts focused on 1,100 part
Slide 4: 4Q22 & FY2022 Operational Results
4 4Q22 & FY2022 OPERATIONAL RESULTS RELATIONS INVESTOR This information is property of Embraer and cannot be used or reproduced without written permission.
Slide 5: Commercial Aviation and Executive Aviation
INVESTOR RELATIONS COMMERCIAL AVIATION EXECUTIVE AVIATION Delivery of 30 jets (14 E175, 3 E190, 12 E195-E2 and 1 Delivery of 50 jets (33 light and 17 mid-size) in 4Q22 E190-E2) in 4Q22 reaching 57 jets in 2022 (+19% YoY) reaching 102 jets in 2022 (+10% YoY) 60 aircraft sold in 2022 thereof 48 E195-E
Slide 6: Defense & Security and Services & Support
INVESTOR RELATIONS DEFENSE & SECURITY SERVICES & SUPPORT The Dutch government has announced that it has chosen to Renewals of contracts with Pool Program clients and replace its fleet with 5 C-390 Millennium. additions of new clients in Commercial Aviation services. Embraer and L3Harris partnered fo
Slide 7: Eve's 2022 Achievements
EVE’S 2022 ACHIEVEMENTS LARGEST AND MOST DIVERSIFIED BACKLOG IN THE INDUSTRY $8.3 Bi Letters of Intent for up to 2,770 eVTOL AIRCRAFT PORSCHE PARTNERSHIP FOR MANUF., RIO DE JANEIRO LOGISTICS AND CHICAGO CONCEPT OF SUPPLY CHAIN CABIN MOCKUP CONCEPT OF OPERATIONS STRATEGY PRESENTATION OPERATIONS APRIL
Slide 8: 4Q22 & FY2022 Financial Results
4Q22 & FY2022 FINANCIAL RESULTS
Slide 9: Aircraft Deliveries
INVESTOR RELATIONS AIRCRAFT DELIVERIES COMMERCIAL AVIATION EXECUTIVE AVIATION 2021: 48 2022: 57 2021: 93 2022: 102 66 | 36 +19 % +10% (YoY) (YoY) 33 This information is property of Embraer and cannot be used or reproduced without written permission. LIGHT JETS 30 MID-SIZE JETS 26 12 14 12 15 14 16 9
Slide 10: Backlog and Net Revenues
INVESTOR BACKLOG NET REVENUES RELATIONS US$ BILLION US$ MILLION S&S Commercial +2.6 % \ +8.2 % BREAKDOWN BY 34% 28% (YoY) BUSINESS 2022 10% 27% D&S BREAKDOWN BY 0.8 Bi BUSINESS 2022 Executive +0.5 Bi S&S Commercial 15% 2021: 4,197 2022: 4,540 49% 14% D&S This information is property of Embraer and c
Slide 11: Adjusted EBIT and Adjusted EBITDA 4Q22/2022
INVESTOR RELATIONS ADJUSTED EBIT 4Q22/2022¹ ADJUSTED EBITDA 4Q22/2022¹ US$ MILLION US$ MILLION 10.1% 8.3% 6.0% 8.6% 4.0% 11.5% 5.4% 10.0% ¹ Adjusted EBIT and Adjusted EBITDA does not consider EVE expenses. 270 8.2% 4.3% 167 459 166 363 228 2.2% This information is property of Embraer and cannot be u
Slide 12: SG&A 2022 and Investments 2022
INVESTOR RELATIONS SG&A 2022 INVESTMENTS 2022 US$ MILLION US$ MILLION 448 247 242 379 39 202 66 337 177 51 153 143 This information is property of Embraer and cannot be used or reproduced without written permission. 207 176 271 151 194 226 2020 2021 2022 2020 2021 2022 G&A Selling CAPEX R&D w/o EVE
Slide 13: Adjusted FCF and Adjusted Net Results 4Q22/2022
INVESTOR RELATIONS ADJUSTED FCF 4Q22/2022 ADJUSTED NET RESULTS 4Q22/2022¹ excludes Eve excludes extraordinary items US$ MILLION US$ MILLION 0.8% +132MM -0.7% +248MM 584 39 4.4% 2.6% -29 453 540 2.2% 292 -12.3% 57 43 This information is property of Embraer and cannot be used or reproduced without wri
Slide 14: Liquidity and Deleveraging
DELEVERAGING - US$ MILLION INVESTOR LIQUIDITY RELATIONS -457MM -824MM 20.7x Liquidity reinforced by 4,027 363 459 3,203 better FCF & EBIT 1,407 3.9x 950 82 2.1x -1.8x 2021 2022 2020 2021 2022 MATURITIES - US$ MILLION GROSS DEBT NET DEBT W/O EVE NET DEBT W/O EVE/ ADJ. EBITDA ADJ. EBITDA 3,131 RCF 650
Slide 15: 2023 Outlook – Double Digit Growth
INVESTOR 2023 OUTLOOK – DOUBLE DIGIT GROWTH RELATIONS DELIVERIES REVENUES US$ 5.2 – 5.7 BILLION COMMERCIAL AVIATION ADJ. EBIT MARGIN FREE CASH FLOW 65 - 70 6.4% - 7.4% This information is property of Embraer and cannot be used or reproduced without written permission. US$ 150 MILLION OR BETTER ADJ.
Slide 16: Closing Remarks
16 FRANCISCO GOMES NETO - CEO CLOSING REMARKS RELATIONS INVESTOR This information is property of Embraer and cannot be used or reproduced without written permission.
Slide 17: Closing Remarks
CLOSING REMARKS Business turnaround Enterprise efficiency, concluded and focus on Innovation and ESG as key growth from now onwards drivers for sustainable future Several sales campaigns underway New leadership in all business units structure set to accelerate growth
Slide 18: Disclaimer
INVESTOR RELATIONS This information is property of Embraer and cannot be used or reproduced without written permission. DISCLAIMER This presentation includes forward-looking statements or statements about events or circumstances which have not occurred. We have based these forward-looking statements