Blau Farmacêutica (BLAU3) Corporate presentation summary

Company overview and purpose

• Focuses on developing and delivering innovative pharmaceutical products for a healthier, more sustainable world, operating in 9 countries with over 2,500 employees and 5 finished drug factories, plus an API factory and R&D center.

• Has a 38-year history, transforming from a local to a regional leader with ambitions for global reach, and a strong presence in Latin America.

Growth and market leadership

• Achieved 4.5x revenue growth over 10 years, with a 16% CAGR, and diversified revenue streams across private and public sectors.

• Holds leadership in the hospital pharmaceutical segment, especially in Brazil, with a comprehensive portfolio including biosimilars, synthetics, and generics.

• Serves over 9,000 institutions in Brazil and has a strong market share in the hospital segment, with significant growth potential as its TAM covers only 7% of the segment.

Strategic drivers and innovation

• Strategic focus on biosimilars, particularly monoclonal antibodies (mAbs), with a robust pipeline and investments in R&D and production capacity.

• First in Brazil to achieve GMP for pembrolizumab, with four mAbs projects under development and competitive advantages from local production.

• Addressable market for mAbs expected to double by 2028 and triple by 2032, with sensitivity analysis showing transformational revenue potential.