Fras-le (FRAS3) Corporate presentation summary

Business model and global platform

• Operates a diversified automotive aftermarket platform with 24 brands, 33,000 SKUs, and presence in over 125 countries across 4 continents.

• Employs more than 7,600 people in 12 industrial plants, with a 2025 net revenue target of R$5.5 billion, 55% from international markets.

• Focuses on safety-critical, non-discretionary products with 92% of net revenue linked to the independent aftermarket.

• Maintains a broad portfolio covering nearly all fleet needs, with high replacement frequency for key components.

• Leverages strong, award-winning brands recognized for quality and reliability in multiple markets.

Growth strategy and market opportunities

• Pursues organic and inorganic growth through portfolio expansion, pricing discipline, and targeted acquisitions in Brazil, Argentina, Mexico, and Europe.

• Expanding market share in key regions: 40% in Brazil, 32% in Mexico, 6% in the UK, and 3% in the USA for the independent aftermarket.

• Strategic focus on automation, co-manufacturing, and new channel development to defend and grow leadership positions.

• Launching new product lines and expanding into new categories, including ride & comfort and powertrain segments.

• Addressable market for IAM projected at $9B for braking, $2.1B for powertrain, and $2.2B for ride & comfort by 2025.

Competitive advantages and operational resilience

• Advanced engineering centers, global labs, and rapid product launches (1,100 in 2025) drive innovation and time-to-market.

• Global supply chain structure provides margin protection, flexibility, and resilience to systemic shocks.

• Centralized purchasing and decentralized logistics optimize costs and service levels across geographies.

• Natural hedge from international footprint, with revenues and costs largely dollarized, reducing FX risk.

• Market intelligence and proactive risk management support business continuity and cost control.