Notice to Market - 1Q25 Results Presentation

‌RESULTS PRESENTATION

This content is Internal.

‌EARNINGS RELEASE 1Q25 02

The meeting is being recorded.

To acess the simultaneous translation, click

on the 'interpretation' button.

Questions can be made in two ways:

via audio, through the "Raise your hand" icon, or

This content is Internal.

In writing through the "Q&A" button.

Any statements that may be made during this videoconference, relating to the business prospects, projections and operating/financial goals of the Company, express beliefs and assumptions of Fras-le's Management, as well as information currently available to the Company. Forward-looking statements are not guarantees of performance and involve risks, uncertainties and assumptions, as they refer to future events and, therefore, depend on circumstances that may or may not occur.

Investors should understand that general economic conditions, industry conditions and other operating factors may affect the Company's future results and may lead to results that differ materially from those expressed in such forward-looking statements.

‌EARNINGS RELEASE 1Q25 03

W E L C O M E !

P A R T I C I P A N T S I N O U R 1 Q 2 5 C O N F E R E N C E C A L L :

COO

FRASLE MOBILITY

IR BUSINESS AND M&A DIRECTOR

OF FRASLE MOBILITY

IR MANAGER FRASLE MOBILITY

IR AND FINANCE DIRECTOR RANDONCORP

This content is Internal.

GUEST

‌EARNINGS RELEASE 1Q25 04

Q U A R T E R E V E N T S

In February, the manufacturing plant in Sorocaba (SP) gained a new advanced engineering structure. The laboratory is an extension of Movetech - the largest advanced engineering center for friction materials in the southern hemisphere -, whose main headquarter is in Caxias do Sul (RS).

On March 20, by means of a Material Fact, the Company informed changes in its Corporate Governance structure, effective as of September 1, 2025, when Sérgio de Carvalho, the current CEO and President Director, will leave Frasle Mobility and become a senior advisor for strategic projects.

This content is Internal.

The executive leadership will be held by the current COO, Anderson Pontalti, who will occupy the position of CEO, and by board member Daniel Randon, who will leave the board to assume the position of President of the Company.

In April, Controil presented its new visual identity with a campaign that reinforces its positioning "Go with Confidence, go with Controil" and its authority as a manufacturer of hydraulic brakes.

The rebranding reflects the brand's position as a benchmark for quality and diversity in hydraulic brake components.

‌EARNINGS RELEASE 1Q25 05

A U T O M E C 2 0 2 5

L A T I N A M E R I C A ' S L A R G E S T A F T E R M A R K E T T R A D E F A I R

• Getting closer to strategic audiences: targeted actions to

  welcome and engage dealers and mechanics;

• Boosting the impact of brands;

• Meeting with investors and capital market analysts.

  This content is Internal.

  Photo: Alexandre Takashi

  
  
  

  ‌EARNINGS RELEASE 1Q25 06

  H I G H L I G H T S

  1 Q 2 5

  N E T R E V E N U E

  R$ 1,331.7 M

  +58.3% VS. 1Q24

  G U I D A N C E

  R$ 5.7 - 6.1 B

  F O R E I G N M A R K E T ¹

  US$ 124.6 M

  +80.5% VS. 1Q24

  G U I D A N C E

  US$ 500 - 540 M

  A D J U S T E D E B I T D A M A R G I N ²

  19.0%

  +0.7 p.p. VS. 1Q24

  G U I D A N C E

  17 - 21%

  I N V E S T M E N T S ³

  R$ 21.9 M

  +1.2% VS. 1Q24

  G U I D A N C E

  R$ 170 - 210 M

  ¹ Refers to the sum of exports from Brazil and revenue generated by operations abroad, net of intercompany transactions;

  ² Percentage considers margin adjusted by non-recurring events;

  This content is Internal.

  ³ Refers to organic investments.

  
  
  

  ‌EARNINGS RELEASE 1Q25 07

  D A C O M S A

  N E T R E V E N U E

  R $ M I L L I O N

  1,331.7

  100%

  314.9

  23.6%

  This content is Internal.

  Note: Dacomsa was included in the quarter's results as of January 14, 2025, the date on which the acquisition is completed. For more information, see the notice to the market issued on that date.

  Dacomsa board visit to Frasle Mobility site Caxias in April

  • 10 work fronts implemented;

  • Positive outlook for synergies: cost front (sourcing and co-manufacturing) and revenue front;

  • Mexican market cautious and attentive to the trade war and the possible impacts on its economy.

‌EARNINGS RELEASE 1Q25 08

N E T R E V E N U E

R $ M I L L I O N

+ 20.9%

R E V E N U E B Y P R O D U C T F A M I L Y

841.3

980.3 1,036.5

1,107.8

1,331.7

15%

19%

7%

17%

42%

1Q24 2Q24 3Q24 4Q24 1Q25

This content is Internal.

Organic Growth

‌EARNINGS RELEASE 1Q25

M A R K E T

N E T R E V E N U E

D O M E S T I C

+ 21.0%

- 9.6%

09

% R E V E N U E B Y S E C T O R A N D P R O D U C T L I N E

C O N S O L I D A T E D

9%

R $ M i l l i o n

499.4

587.8 647.8 668.6 604.5

Aftermarket OEM

91%

1Q24 2Q24 3Q24 4Q24 1Q25

+ 80.5%

F O R E I G N

U S $ M i l l i o n

+ 65.3%

124.6

69.0 75.2 70.1 75.3

75%

25%

Commercial Line Light Line

This content is Internal.

1Q24 2Q24 3Q24 4Q24 1Q25

‌EARNINGS RELEASE 1Q25 10

O P E R A T I O N A L P E R F O R M A N C E

R $ M I L L I O N

C A U S A L E B I T D A a n d A D J U S T E D E B I T D A

E B I T D A M A R G I N

NON-RECURRING

+ 106.9 M - 8.0 M

490.5

-293.8

19.0%

-55.5

21.8

261.0

5.5

253.0

154.0

-55.9 -10.5 -3.0

18.3%

19.6%

E B I T D A

1 Q 2 4

N e t O p e r a t i n g

R e v e n u e s

C O G S ( e x

d e p r e c i a t i o n )

S e l l i n g

E x p e n s e s

G e n e r a l &

This content is Internal.

A d m i n i s t r a t i v e E x p e n s e s

O t h e r I n c o m e /

E x p e n s e s

E B I T D A

1 Q 2 5

S a l e o f a s s e t s V a r i o u s

l i t i g a t i o n p r o c e e d i n g s

A s s e t

i m p a i r m e n t

E B I T D A 1 Q 25

A d j u s t e d

‌EARNINGS RELEASE 1Q25 11

F I N A N C I A L P E R F O R M A N C E

R $ M I L L I O N

O P E R A T I N G C A S H F L O W

261.0

-21.9 -98.8 -23.9

EBITD A 1 Q 2 5 Inv es tm ents F inancial Res ult

Inco m e and S o cial Taxes

Wo rking

Cap . Variatio n

-865.2 -748.9

CAPEX

WORKING CAPITAL

1,606.2

54 d

689.1 751.5

57d

106 d

1Q24 2Q24 1Q25

This content is Internal.

Increase in 1Q25 related to the entry of Dacomsa and distinct effects in 1Q25.

‌EARNINGS RELEASE 1Q25 12

N E T I N C O M E A N D N E T D E B T

R $ M I L L I O N

N E T P R O F I T A N D N E T M A R G I N

- 35.9%

- 48.2%

135.1

109.1

N E T D E B T / E B I T D A

1,333.7 1,502.1

882.6

70.0

94.7 258.2

13.0%

12.2%

5.3%

Mar/24

-1,239.0 -1,243.8

Mar/25

-2,071.3

1Q24 4Q24 1Q25

Net Profit Net Margin

-2,953.9

Cash and Equivalents Loans, Financing,

This content is Internal.

Derivatives and Business Combination.

Net Debt

‌EARNINGS RELEASE 1Q25 14

O U T L O O K

• Replacement demand in the domestic market resilient and at good levels;

• Instability and uncertainties arising from the trade war - Company prepared;

• Cost of capital changing consumer behavior in the domestic market - fewer inventories;

• Discipline in productivity, cost management and acceleration of the global portfolio;

• Strengthening the relationship with the mechanic;

• Increased capacity: completion of the energy substation at the Fremax site (+25% capacity) and expansion of Controil's products offering with a focus on LATAM internationalization;

  This content is Internal.

• Dacomsa integration taking place and started works on synergies opportunities.

13

‌EARNINGS RELEASE 1Q25

Q & A

Por áudio

Demonstrando o interesse através do ícone "Levantar a mão" ou *9 se estiver conectado via telefone.

By audio

Showing interest by using the "Raise hand" icon or *9 if

connected via telephone.

Por escrito

As perguntas podem ser enviadas por escrito

através do botão "Q&A"

In writing

Questions can be submitted in writing via the

This content is Internal.

"Q&A" button.

‌This content is Internal.