Cesar Gon Founder & CEO 4Q24 / FY2024 investors .ciandt.com Hello, We are your CI&T presenters today: Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner, CFO Eduardo Galvão IR Director Submit your question via email to investors@ciandt.com Q&A SESSION investors.ciandt.com 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 ...

Financial Data and Key Metrics Changes - In Q4 2024, the company reported a record net revenue of R$656.5 million, a 25.6% increase compared to Q4 2023, with a constant currency growth of 14.7% year-over-year [8][20] - For the full year 2024, net revenue reached R$2,368 million, representing a 6.0% increase compared to 2023, with a constant currency growth of 1.3% [10][21] - Adjusted EBITDA margin for Q4 2024 was 19.5%, surpassing the industry average, while the full year adjusted EBITDA margin was 18.7% [9][27] - Adjusted net profit for Q4 2024 was R$78 million, reflecting a 41.3% year-over-year increase, with an adjusted net profit margin improvement from 10.6% to 11.9% [9][28] Business Line Data and Key Metrics Changes - The top 10 clients' revenue increased by 40% in Q4 2024 compared to the same period in the previous year, driven by the use of CI&T FLOW [8] - Revenue from North America grew by 7.5% in 2024, while Latin America saw a 6.2% increase, primarily supported by clients in the financial services sector [22] - The retail and industrial goods sectors recorded a 70% year-over-year revenue increase, while consumer goods rose by 14.9% [23] Market Data and Key Metrics Changes - The company experienced stable demand from large organizations despite macroeconomic uncertainties, with a 30% stronger pipeline compared to the previous year [40] - North America is projected to continue as the largest region for growth, with a stable outlook for Europe amid geopolitical concerns [67] Company Strategy and Development Direction - The company focuses on three strategic pillars: leveraging artificial intelligence through CI&T FLOW, maintaining a culture of excellence, and a client-centric approach [7] - The company aims to be the partner of choice for clients, expanding engagements as they mature and targeting large accounts with significant technology investments [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability of demand and a strong commercial pipeline, indicating a promising outlook for 2025 [40][74] - The company anticipates net revenue growth of at least 12.6% year-over-year in Q1 2025, with full-year organic net revenue growth projected between 9% to 15% [34][66] Other Important Information - The company will transition its presentation currency from Brazilian Reais to U.S. Dollars starting with the 2024 annual report to better align with its global operations [30] - Cash generation from operating activities totaled R$467 million in 2024, indicating strong organic operations [11][29] Q&A Session Summary Question: Concerns about geopolitical macro news affecting client spending - Management noted stable demand from large organizations despite macro uncertainties, with a stronger pipeline compared to last year [39][40] Question: Use of cash and potential M&A activity - The company may resume M&A to accelerate organic growth, focusing on targets that enhance capabilities in the U.S. [44][45] Question: Sales investment and capacity utilization - The company plans to continue increasing sales investments, with a strong utilization rate estimated between 85% and 89% for 2025 [54][57] Question: Guidance for 2025 and currency assumptions - Management provided guidance for strong growth in North America and Latin America, with a cautious outlook for Europe [67] Question: Impact of Gen AI on client engagement - AI is becoming embedded in digital project development, with half of the demand focused on application modernization and the other half on improving customer experiences [76] Question: Sequential weakness in North America and Europe - North America is experiencing regular seasonality, while Europe is affected by geopolitical and economic conditions [82] Question: Effects of new payroll taxes in Brazil - The company is proactively engaging with clients to minimize the impact of payroll taxes through productivity gains [90]

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CI&T Inc. (NYSE:CINT) Q3 2024 Earnings Conference Call November 14, 2024 8:00 AM ET Company Participants Eduardo Galvao - Head of Investor Relations, Director Cesar Gon - Founder & Chief Executive Officer Bruno Guicardi - Founder and President for North America & Europe Stanley Rodrigues - Chief Financial Officer Conference Call Participants Leonardo Olmos - UBS Vitor Tomita - Goldman Sachs Thiago Kapulskis - Itau BBA Bryan Bergin - TD Cowen Joseph Vafi - Canaccord Ernesto González - Morgan Stanley Eduardo ...

Group 1: Earnings Performance - CI&T Inc. reported quarterly earnings of $0.04 per share, missing the Zacks Consensus Estimate of $0.05 per share, representing an earnings surprise of -20% [1] - The company posted revenues of $112.21 million for the quarter ended September 2024, surpassing the Zacks Consensus Estimate by 2.94%, compared to year-ago revenues of $108.42 million [2] - Over the last four quarters, CI&T has surpassed consensus EPS estimates just once, while it has topped consensus revenue estimates two times [2] Group 2: Stock Performance and Outlook - CI&T shares have increased approximately 31.2% since the beginning of the year, outperforming the S&P 500's gain of 25.5% [3] - The current consensus EPS estimate for the coming quarter is $0.06 on revenues of $114.36 million, and $0.22 on revenues of $420.38 million for the current fiscal year [7] - The estimate revisions trend for CI&T is currently favorable, translating into a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Group 3: Industry Context - The Internet - Software industry, to which CI&T belongs, is currently in the top 18% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

CI8T EARNINGS CALL 3Q24 investors .ciandt.com Hello, We are your CI&T presenters today: Cesar Gon Founder & CEO Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner, CFO Eduardo Galvão IR Director Q&A SESSION Submit your question via email to investors@ciandt.com investors.ciandt.com 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 ...

I am positive about CI&T (NYSE: CINT ). My summarized thesis is that the business is in a very good position to take advantage of the business digital transformation trend (focus on AI initiatives) with its new Flow product andI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality ...

Financial Data and Key Metrics Changes - In Q2 2024, net revenue reached BRL565.7 million, an increase of 80.1% compared to Q1 2024, exceeding guidance and market expectations [5][12] - Adjusted EBITDA was BRL108.7 million, reflecting a year-over-year decline of 4.8% but a significant sequential increase of 29% [15] - Adjusted net profit for the quarter was BRL65.4 million, up 5.8% year-over-year, with an adjusted net profit margin rising from 10.8% to 11.6% [16] Business Line Data and Key Metrics Changes - The company reported strong growth in consumer goods and retail, and industrial goods, with sequential increases of 19.7% and 15.7% respectively [13] - The top clients and top 10 clients saw increases of 5.6% and 10.2% compared to Q1 2024, indicating strong engagement and expansion [13] Market Data and Key Metrics Changes - North America accounted for 43% of total revenue in the first half of 2024, with a 15% sequential growth driven by major client expansions [12] - LATAM contributed 41% of total revenue, with a 1.5% quarter-over-quarter growth, indicating a recovery in this market [13] - Europe and Asia Pacific accounted for 11% and 4% of total revenue respectively, both regions reported sequential growth [13] Company Strategy and Development Direction - The company is focused on leveraging AI to enhance productivity and customer experience, with a structured approach to adopting Generative AI [3][4] - CI&T aims to position itself as an AI-first technology partner, reflecting this in its refreshed branding [7] - The company is expanding its teams globally to accelerate AI initiatives and meet increasing demand for digital services [4][9] Management's Comments on Operating Environment and Future Outlook - Management noted a more stable macro environment compared to 2023, with tech budgets showing stability, which is crucial for client engagement [20] - The company expects net revenue in Q3 2024 to be at least BRL591 million, indicating an 11.7% growth compared to Q3 2023 [17] - For the full year of 2024, the company raised its guidance, expecting net revenue growth at constant currency to be in the range of -0.5% to 2.5% year-over-year [17] Other Important Information - The company has onboarded over 100 clients with a 68% adoption rate of its CI&T Flow platform among its teams [10] - The cash generation from operating activities was BRL131 million in the first half of 2024, 11.6% higher than the same period last year [6] Q&A Session Summary Question: Revenue and vertical performance - Inquiry about bookings, project pipeline, and vertical performance, particularly the disparity in growth between the US and LATAM [19] Response: - Management highlighted stable tech budgets and increased commercial activity, with a strong pipeline for the second half of the year [20][21] Question: AI adoption cycle - Question regarding the current stage of AI adoption and its impact on budgets going into 2025 [23] Response: - Management indicated a focus on efficiency now, with expectations for increased investment in digital strategies in the coming years [24][25] Question: Average revenue per employee - Inquiry about the decline in revenue per employee and its causes [27] Response: - Management attributed this to a shift in revenue mix towards nearshore delivery rather than pricing pressure [27] Question: Margin performance - Question about the drivers behind the significant margin increase and expectations for the second half [28] Response: - Management emphasized productivity gains and cost management as key factors, maintaining guidance for EBITDA margins between 17% to 19% [28] Question: GenAI contracting dynamics - Inquiry about how GenAI is affecting client contracting dynamics [29] Response: - Management noted a focus on enhancing productivity rather than changing business models at this stage [29] Question: Workforce planning - Question regarding headcount growth and balancing utilization with the need for billable employees [31] Response: - Management indicated plans to build a bench for future growth, expecting a slight decrease in utilization rates as hiring resumes [32]

CI8T EARNINGS CALL 2Q24 investors .ciandt.com Hello, We are your CI&T presenters today: Cesar Gon Founder & CEO Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner, CFO Eduardo Galvão IR Director Q&A SESSION Submit your question via email to investors@ciandt.com investors.ciandt.com 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 ...

CI&T Inc. CINT is set to release earnings results for its second quarter, before the opening bell on Aug. 16, 2024. Analysts expect the Campinas, Brazil-based company to report quarterly earnings at 6 cents per share, down from 9 cents per share in the year-ago period. CI&T is expected to report quarterly revenue of $99.03 million for the quarter, compared to $113.59 million a year earlier, according to data from Benzinga Pro. On May 22, CI&T reported better-than-expected first-quarter financial results. CI ...