Grupo SBF (SBFG3) investor relations material

Business overview

• Operates as a sports platform with two main business units: Centauro (retail) and Fisia (Nike distribution and retail in Brazil).

• Responsible for about 70% of Nike product sales in Brazil, with exclusive distribution rights.

• Present in 25 states and the Federal District, with 279 stores and four distribution centers.

• Employs over 9,500 people and has a strong digital presence, with 34% of revenue from digital channels.

Financial performance

• Net revenue reached R$7.9 billion (LTM 1Q26), up 10.5% year-over-year.

• Gross profit was R$3.9 billion (+8.6%), EBITDA R$705.4 million (-6.9%), and net profit R$432.1 million (-1.6%).

• Gross margin at 48.6%, EBITDA margin at 8.9%, and net margin at 5.4%.

• Digital revenue share increased to 34%.

Centauro highlights

• Largest sports retailer in Latin America, with 229 stores in 112 cities.

• 79% of sales from physical stores, 21% from digital; average ticket R$288.

• 45% of products sold are distributed by the group (Nike, own brands, licenses).

• Own brands and licenses represent 20% of revenue, with strong focus on fitness and exclusivity.

• Omnichannel strategy fully integrated since 2019, enabling seamless customer experience.