Allied Tecnologia (ALLD3) Investor update summary

Integrated platform and scale

• 25-year platform connecting global brands with Brazilian markets, spanning distribution, retail, digital commerce and refurbished devices.

• LTM 2Q26 net revenue of R$5.532bn and recurring EBITDA of R$247m; 10 product categories, over 6m items sold annually and over 1,600 active clients.

• Four distribution centers across Brazil and the US, with 20,000 m² in Brazil; over 5.7m products delivered last year, reaching 95% of Brazilian municipalities within up to 4 business days.

• Operations span retail, corporate and Latin American distribution, physical and digital retail, and refurbished devices and trade-in.

Businesses and execution

• Retail distribution offered a broad technology portfolio and served over 4,000 clients in 2025.

• Miami hub launched in 2023; international distribution serves over 20 clients across more than 15 regional countries.

• Refurbished-device ecosystem covers collection, technical inspection and certification, then resale through owned stores, marketplaces, distribution and recertification partners.

• Samsung physical retail had over 90 points of sale, with trained staff, full product ranges and brand-focused environments.

• Digital retail includes brand e-commerce, official marketplaces, custom programs and services; an Apple, Itaú and Allied buyback model includes 21-installment financing and resale through Trocafy.

2Q26 performance

• Net revenue was R$1.46bn, up 4.7% YoY; gross profit rose 14.0% to R$170.5m, with gross margin up 1.0 pp to 11.7%.

• EBITDA increased 37.0% YoY to R$73.8m; EBITDA margin expanded 1.2 pp to 5.1%.

• Net income rose 130.8% YoY to R$36.6m; quarterly free cash flow was R$123.6m and closing cash was R$348.8m.

• Positive results were recorded in every quarter since the 2021 IPO.