Ânima Holding (ANIM3) investor relations material

Strategic vision and future growth

• Committed to doubling size with financial discipline, focusing on sustainable, quality-driven growth and innovation in education, technology, and student experience.

• Five strategic pillars remain central, with ongoing calibration to accelerate growth in core brands, student experience, and expansion into new markets and modalities.

• Expansion leverages AI-driven analysis to identify high-potential municipalities, prioritizing hybrid and blended learning models aligned with new regulatory frameworks.

• Lifelong learning and corporate education are key growth areas, integrating B2B solutions, upskilling, and partnerships with major organizations.

• Emphasis on decentralization, local brand empowerment, and tailored strategies for each campus and region.

Financial performance and operational discipline

• Achieved 60% adjusted EBITDA growth year-over-year, translating into strong cash flow and reduced leverage from 4x to 2.4x in the last semester.

• Focus on quality over volume, discontinuing low-quality digital health courses to ensure resilient, recurring revenue streams.

• CapEx investments prioritized for quality, new business development, and infrastructure, with BRL 35 million more invested despite high interest rates.

• Financial robustness supports both organic and M&A-driven expansion, balancing shareholder returns and leverage.

• Data-driven management and operational efficiency underpin cost control and scalable growth.

Academic innovation and technology

• AI and digital transformation are deeply integrated, with 70% of student processes now frictionless and 10% of registrations fully automated.

• IARA, the proprietary AI agent, personalizes learning, supports professors, and enhances student feedback and competency development.

• Over 750 curricular units use AI for skills assessment, and 600,000 exam corrections have been automated, freeing professors for higher-value activities.

• Academic excellence recognized by top Ministry of Education ratings and high professor engagement in curriculum planning and research.

• Predictive NPS and real-time student satisfaction tracking drive continuous improvement in academic and support services.