Transmissora Aliança de Energia Elétrica (TAEE11) investor relations material

Strategic direction, sector role, and growth outlook

• Plays a critical role in Brazil's energy development, interconnecting all regions and supporting nearly 100 million people through 11 distribution concessionaires.

• Efficiency and innovation are central to future strategy, with a focus on operational excellence, technological advancement, and supporting Brazil’s energy infrastructure and export capacity.

• Growth has shifted from M&A (2006–2015) to project implementation (2016–2025), resulting in a 35% increase in annual permitted revenue (RAP) over the past five years.

• Operates 44 concessions, with a strong regional presence and nearly 1,000 employees, investing BRL 11 billion and distributing BRL 14 billion in returns.

• Third largest transmission concessionaire in Brazil, with 15,300 km of lines, including 10,000 km above 500 kV, and integrates 7 power plants with 8.6 GW capacity into the national grid.

Project pipeline and investment opportunities

• Eleven projects are under implementation, with three energized in 2023; total CAPEX for these is BRL 4.1 billion, with a backlog of BRL 1.6 billion.

• Largest solo project, Ananaí, supplies energy to Curitiba's metro area, with BRL 1.75 billion CapEx and completion expected mid-2026.

• Pipeline includes BRL 39 billion in new projects, with over 30 studies underway and upcoming auctions totaling over BRL 11 billion in investments.

• Reinforcements and improvements added 38% to RAP from 2020-2025, with BRL 37.1 million in additional RAP expected over the next 12 months.

• M&A remains a selective growth avenue, with a focus on synergies and competitive edge, while international expansion is not a current priority.

Innovation, technology, and operational efficiency

• Innovation is embedded company-wide, with Taesa Ventures fostering partnerships and internal engagement; 40+ tech projects are underway and 149 proposals received.

• Predictive maintenance, IoT sensor fusion, drones, and AI-driven analytics are deployed to enhance asset reliability, safety, and cost efficiency.

• Established a Center of Excellence in AI and hyperautomation, democratizing technology and fostering a culture of innovation.

• Maintains transmission line availability above 99.8%, with operational margin and system availability (99.94%) among the highest in the sector.

• Pioneered the first 525 kV insulated underground cables in Latin America, enhancing reliability and environmental performance.