Business
CI&T : 4Q25 IR Fast Facts
CI&T : 4Q25 IR Fast
About this update from Ci&t Inc
4Q25 IR Deck Fast Facts investors .ciandt.com Investment Highlights 1. Massive Market Massive addressable market . Low vendor concentration. 2. End-to-End Solutions Tech integrated business solutions with people at the heart of an AI-First transformation,compressing time - to - value and scaling business impact. 3. Differentiated Delivery Model The nearshore model enhances delivery to blue chip clients in all markets, leveraging a robust talent pool backed by AI-integrated development. 4. Proprietary Technology & AI Management System Our AI-human approach, combined with our proprietary intellectual property, CI&T Flow, allow us to be at the forefront of AI and productivity. 5. Strong Financial Performance Attractive financial performance, combining double - digit organic revenue growth with healthy profitability. 6. Founder-led Leadership A leadership team with three decades delivering and honing a collaborative culture that drives innovation and business results. 2 Who is CI&T | We are Tech-Integrated Business Solutions End-to-end business solutions provider that integrates technology & AI with business transformation. Our Services Our Approach Empowering enterprises to modernize & develop technology solutions that maximize value Powered by a differentiated business model developed over our 30-year history Strategy AI, Data & Technology Product & CX Comprehensive Services ✔ More Efficient ✔ More Transparent Valuable Track Record & Expertise Proprietary Consultant Development Specialized Technology Tools & AI Management System Differentiated Engagement & Delivery Process ✔ Higher Quality ✔ More Empowering Our History 30 years of continuous growth & an ever-evolving DNA 30 YEARS of CI&T FLOW 1 ST YEAR FOUNDED Creation of our top-notch software engineering company, in the early days of the commercial Internet. We launched our US operation and added digital product design as a core part of our "High Performance Teams" offering. EXPANSION ACQUISITION We partnered with Advent International as a minority investor to prepare the company for going public. EXPANSION ACQUISITION ACQUISITIONS OFFICIAL LAUNCH OF (1) 1995 2006 2009 2017 2019 2020 2021 2022 2023 2024 2025 ¹ Flow: Flow is CI&T groundbreaking AI management system, that redefines the very essence of software and digital development 4 Successfully navigating change across multiple tech cycles Gaining valuable expertise & developing new capabilities along the way Strategy practice to advise clients on enterprise tech change Cloud Applied insights from our early cloud migration to guide client strategies Mobile studio to build apps that yield business outcomes Mobile Redefined user experience with breakthrough apps Powerhouses to stay ahead of next-gen tech trends Internet Built the first large scale eCommerce platforms in Latam CI&T Flow to improve efficiency and delivery higher impact AI Built CI&T Flow to leverage LLMs & AI tools for enterprise workflows Capability Developed Strategic Partners 5 Broad global reach with local teams near our clients Canada United Kingdom Netherlands 8,000+ CI&Ters USA Mexico Costa Rica Colombia Ireland France Portugal Dominican Republic Puerto Rico Nigeria Germany Switzerland Egypt China Japan Philippines 25+ countries with CI&Ters Peru Brazil Singapore Australia 10.9% attrition ¹ Chile Uruguay Argentina ¹ Attrition: Employee voluntary attrition excluding employees with less than six months in the company. Locations where we have CI&Ters. Comprehensive services Data & AI • • • Data modernization • AI implementation Data governance AI strategy Machine learning We offer a wide range of options to empower our clients Our services enable enterprises to address end-to-end technology transformation Product & experience Customer experience & DXP Digital products Immersive experiences Strategy Digital strategy and innovation Product discovery Future-driven strategic consulting Applications Application modernization AI legacy modernization Consumer facing solutions Enterprise solutions Cloud services Infrastructure • Cyber security 7 Establishing long-term client relationships & trusted to lead mission critical projects 80 clients with >$1 million revenue over the last 12 months 8 + years average relationship length with top 30 clients 15+ years 10+ years 5+ years Long-term clients have embedded CI&T deep within their organizations, giving us better insights to their needs Global Biopharma Global Consumer Health Global Industrial Manufacturer North American Media & Broadcasting Global Investment Management Global Medical Devices Latam Energy Latam Personal Care 8 We are a very small player in a massive market… …that is very fragmented, with no player having >5% share Lots of room for CI&T to grow & capture share $ 1.6 trillion (Global IT Services 2025) (1) $ 846 billion (Digital & AI Services 2025) < 0.1% Market Share Sources: Company filings (1) Source: Gartner and IDC IT spending forecasts; IDC Digital Transformation Spending Guide; CIO Dive (Forrester) analysis; 2025 Recognitions Achieved the Amazon Web Services Generative AI Services Competency Seal CI&T is one of just 19 partners worldwide selected to join the GenAI Partner Innovation Alliance program Named Databricks LATAM Enterprise Data Warehouse Partner of the Year 2025 Forrester: Recognized as a Leader in Modern Application Development Services 2025 Gartner Peer Insights: Rated a Strong Performer in Custom Software Development Services Named Major Contender in Two Everest Group AI Application PEAK Matrix® Assessments for 2025, for helping enterprises stay competitive in the AI era. Named a Leader in Enterprise Data Modernization and AI Services, featured in the global ISG Provider Lens™ Named a Rising Star by ISG in the Automotive Retail and Aftermarket Services category And our Offerings Powered by Proprietary AI Management System Model Access Agent Marketplace Agent Building Coder & No Coder Agentic AI Usage Usage Monitoring Enterprise grade Better Performance Integrated with leading models Higher quality More efficient Faster cycle time AI management system that empowers CI&Ters & our clients Enabling CI&T to "productize" & scale our expertise Hyper Efficiency Teams AI Legacy Modernization AI First Transformation Unlocking efficiency with AI-first augmented teams, delivering measurable business impact Driving AI-powered modernization with smarter, adaptable, and scalable solutions Empowering our clients with a safe and compliant GenAI platform through a structured program Data Modernization Studio Set of AI Agents to understand, develop, and modernize data pipelines. End-to-end, from data assessment, quality check, to script generation. Data/Metadata Assessment Schema Migration Data Validation Feature Mapping Data Migration Data Orchestration Migration Planning Security Migration Data Optimization Pre UNPRECEDENTED ACCELERATION OF LEAD TIME IDEA MARKET COMPRESSING DEVELOPMENT CYCLES FROM DAYS TO HOURS DECISION MAKING DESIGN & DEVELOPING DEPLOYING months 12 months 9 months 7 28 9 Digital months 5 months 3 month 1 Digital Era AI Era DAYS months months COORDINATION OF AGENTIC AND HUMAN EXECUTION TO BRING UNPRECEDENTED LEVELS OF PERFORMANCE TO THE SDLC 15 The Landscape of Software Development How it is evolving through a staged evolution 5X AI BUILT 20X AI-ORCHESTRATED REINVENTION 2X AI BUILT AI-COORDINATED END-TO-END EFFICIENCY AI BUILT GAINS OLD-SCHOOL AGILE PRE-AI EFFICIENCIES YESTERDAY AI-AUGMENTED INDIVIDUAL PRODUCTIVITY TODAY RELENTLESSLY MOVING FORWARD SOON EVENTUALLY 16 New Engagement Models Hyper Efficiency Teams Unlocking efficiency with AI-first augmented teams, delivering measurable business impact New Engagement Models > Price per Unit (BCP, Function Point, etc) > Team + Flow Consumption > Outcome Based AI Legacy Modernization Driving AI-powered modernization with smarter, adaptable, and scalable solutions New Engagement Models > Fixed Price > Team + Flow Consumption AI First Transformation Empowering our clients with a safe and compliant genAI platform through a structured program New Engagement Models > Team + Flow Consumption > Flow Consumption Agent as a Service Empowering our clients through proven and effective agents that drive real-world results. New Engagement Models > Agentic Consumption CULTURE EATS AI FOR BREAKFAST In our latest partnership with MIT Sloan Management Review, we explore why 95% of organizations still see little measurable returns on their AI investments CI&T & AI 18 Results Driven Revenue Growth at Constant Currency (1;2) + 13.2% + 1.3% + 4.2% + 57.9% + 47.0% Business Outlook REVENUE For the full-year 2026 in the range of: US$548 million to US$568 million +12% to +16% Organic Revenue Growth ( y-o-y) 2020 Growth Year over Year 2021 2022 2023 2024 2025 Notes: These estimates are forward-looking statement. See Safe Harbor regarding Forward-looking Statements. Revenue Growth at Constant Currency is a non-IFRS financial measure. See disclosure regarding non-IFRS measures. These estimates assume an average FX rate of 5.29 BRL/USD in 1Q26 and 5.30 BRL/USD in 2026.