Fras-le (FRAS3) Investor presentation summary

Company overview and global presence

• Operates in over 125 countries with 24 brands and more than 7,600 employees, holding market leadership in main product categories.

• Maintains 12 industrial plants, 9 distribution centers, 7 business offices, and 2 technology and development centers worldwide.

• Part of a larger group, leveraging synergies and market access for enhanced stakeholder value.

Product portfolio and market segments

• Offers a broad portfolio with over 33,000 SKUs, including friction materials, brake actuation, suspension, steering, and engine components.

• Serves both light (79%) and commercial vehicles (21%), with 87% of revenue from the aftermarket and 13% from OEM.

• Revenue is diversified geographically, with Brazil (41%), Mexico (29.6%), and significant international exposure.

Financial performance and growth

• Net revenue reached R$1.2 billion in 1Q26, with an EBITDA margin of 16.8% and net income of R$67.7 million.

• Demonstrated consistent revenue and margin expansion, with a 1.5x increase in net revenue and 1.6x in adjusted EBITDA since 2017.

• Free cash flow and investments remain robust, with leverage at 1.6x net debt/EBITDA.