Transmissora Aliança de Energia Elétrica (TAEE11) Investor Day 2025 summary

Strategic outlook, positioning, and sector role

• Plays a critical role in Brazil's energy development, interconnecting all regions and supporting nearly 100 million people through 11 distribution concessionaires.

• Third largest transmission concessionaire in Brazil, with 15,300 km of lines, including 10,000 km above 500 kV, and integrates 7 power plants with 8.6 GW capacity into the national grid.

• Expansion through greenfield projects and M&A, with 44 concessions and a diversified regional presence across Brazil.

• Responsible for 25 concessions with R$3.3 billion in RAP and participates in 19 more, totaling R$1.1 billion in RAP.

• Operates the largest Special Protection System (SEP) in the country, ensuring system reliability and international energy exchange with Argentina.

Investment, growth, and project pipeline

• Invested R$21 billion historically, with R$7 billion in the last five years, and doubled revenues over the past decade.

• Ongoing implementation of 11 major projects, including Ananaí, Tangará, and SAÍRA, with BRL 4.1 billion in CAPEX and a backlog supporting future growth.

• Largest solo project, Ananaí, supplies energy to Curitiba's metro area, with R$1.75 billion CapEx.

• Pipeline includes R$39 billion in new projects, with over 30 studies underway and upcoming auctions totaling over R$11 billion in investments.

• Added 38% to RAP from reinforcements and improvements between 2020-2025, with further increases expected in 2026.

Innovation, digital transformation, and operational excellence

• Company-wide innovation program (TAESA Ventures) fosters partnerships with universities, startups, and research institutions, focusing on six strategic fronts and receiving 149 proposals.

• 79% of equipment is monitored in real time, leveraging predictive analytics, drones, and geotechnologies.

• Established a Center of Excellence in AI and hyperautomation, democratizing technology and fostering a culture of innovation.

• Pioneered the first 525 kV insulated underground cables in Latin America, enhancing reliability and environmental performance.

• Maintains transmission line availability above 99.8%, consistently outperforming sector averages.