Kepler Weber (KEPL3) Investor presentation summary

Market position and operational highlights

• Leading provider of grain storage and post-harvest solutions with presence in 53 countries and 168 sales representatives.

• Net revenues reached BRL 1.58 billion (US$282.5 million) with an 18.4% EBITDA margin as of Mar/2025 LTM.

• 6,259 storage units connected in 2025, up 24% year-over-year; 2,000+ clients served, up 36%.

• 96% on-time deliveries and ability to manage 278 projects simultaneously.

• 28.8% ROIC and 243% stock appreciation over five years.

Growth drivers and strategic context

• Global population growth and rising demand for grains, animal feed, and biofuels drive market expansion.

• Brazil's leadership in food production, with two annual harvests and 25 years of consistent grain output growth.

• Increasing grain storage deficit and need for improved logistics and automation.

• Focus on high-value technological solutions and maximizing addressable market.

Financial performance and profitability

• Consistent revenue diversification across farms, agribusiness, services, international business, and ports.

• Gross margin stable around 29-36% and EBITDA margin above 15% since 2024.

• Net income and ROIC remain strong, with net cash position maintained since 2015.

• Capex focused on increasing manufacturing capacity, new product development, and IT.