Fras-le (FRAS3) Investor presentation summary

Company overview

• Operates as part of a larger group, leveraging synergies and market access for enhanced results and stakeholder value.

• Listed on B3 with a market cap of R$5.7 billion and over 7,600 employees across 12 plants in 6 countries.

• Serves more than 125 countries with 24 brands and maintains market leadership in key product categories.

Business model and market positioning

• Focuses on the automotive aftermarket, a resilient and growing segment driven by an expanding and aging vehicle fleet.

• Maintains a robust distribution platform, serving both large wholesalers and regional retailers, and offers a one-stop-shop with over 33,000 SKUs.

• Holds leading market shares in friction materials, brake components, and other automotive parts in Brazil and internationally.

Financial performance and growth

• Achieved strong revenue growth, with net revenue rising from R$1.4 billion in 2019 to R$5.5 billion in 2025.

• EBITDA margin improved to 18.7% in 1H26, with consistent gains in net income and international revenue.

• Balanced organic and inorganic growth strategy, with significant acquisitions expanding portfolio and global footprint.