Equatorial Energia (EQTL3) Corporate presentation summary

Business overview and strategy

• Operates as a diversified utilities investment platform with activities in distribution, generation, renewables, telecom, and sanitation.

• Serves 14.8 million consumers through 7 distribution companies, covering 28% of Brazil's territory.

• Holds significant stakes in major sanitation companies SABESP (15%) and COPASA (30%), expanding its footprint in water and wastewater services.

• Focuses on asset turnaround, operating efficiency, disciplined capital allocation, and continuous pursuit of new opportunities.

Financial performance

• Last twelve months (LTM) net revenue reached R$55.1 billion, with adjusted EBITDA at R$11.8 billion.

• Market capitalization stands at R$49.04 billion as of March 31, 2026.

• EBITDA CAGR since IPO is 19.7%, reflecting consistent value creation and above-market returns.

• Net income for LTM is R$2,812 million, with a history of steady growth in revenue and profitability.

Asset portfolio and growth

• Owns 14 generation assets totaling 1,777 MW (1,204 MW wind, 573 MW solar) and a unique mix of consolidated and turnaround distribution assets.

• Distribution segment includes high-growth regions, with a 24.1% RAB CAGR (2020-2025) and strong profitability (R$700 EBITDA/consumer in 2025).

• Renewable generation company Echoenergia operates 74 assets, and sanitation expansion includes full concession of CSA and stakes in SABESP and COPASA.

• Pipeline of future sanitation projects aligns with Brazil's universal service goals, with ~R$900 billion in investments needed nationwide.