TOTVS (TOTS3) Institutional presentation summary

Company history and strategic evolution

• Founded in 1983, evolved from a startup to Brazil's #1 ERP provider, expanding internationally and through acquisitions.

• Pioneered franchise distribution, launched proprietary programming language, and went public in 2006.

• Expanded offerings to cloud, SaaS, and vertical solutions for multiple industries.

• Recent focus on AI, with the launch of LYNN, and partnerships to accelerate Techfin and digital commerce.

• Growth driven by organic initiatives, M&A, and strategic partnerships with leading firms.

Market position and client base

• Serves over 70,000 clients, including about one-third of companies listed on B3, with high client retention.

• Holds leading market share in ERP and significant presence in digital marketing and Techfin.

• Broad distribution platform with 11 franchises and 14 customer relationship units across the Americas.

• Diversified client base across sectors and company sizes, with strong expertise in process automation.

Products, solutions, and innovation

• Offers ERP, HR, vertical solutions, cloud, AI/data platforms, and digital marketing tools (RD Station).

• Techfin integrates management software with financial services, focusing on low-risk, efficient credit solutions.

• Proprietary AI platform LYNN enables building and governance of AI agents for business automation.

• Expanding into TaaS (Task as a Service) and AI-driven automation for SMBs.