WEG (WEGE3) Investor presentation summary

Scale and global presence

• Operates 66 manufacturing sites across 18 countries on 5 continents, with distributors in over 120 countries and commercial operations in 42 countries.

• Employs over 47,000 people worldwide, including more than 4,700 engineers.

• Largest industrial plant for electric motors globally, spanning over 1 million square meters.

Financial performance and capital allocation

• Net revenue reached R$38 billion in 2024, with a market value of R$190 billion projected for March 2025.

• Compound annual growth rate of 18% over 28 years, with consistent revenue and EBITDA margin growth.

• Maintains disciplined capital allocation, with ROIC peaking at 39.2% and EBITDA margin at 25% in 2024.

• Dividend payout ratio consistently around 53-55% of net income.

• CAPEX and R&D investments represent 3-5% and 2-3% of net revenue, respectively.

Business model and competitive advantages

• Vertically integrated, diversified, and scalable operations enable production flexibility and cost optimization.

• Mass customization and modular expansion support tailored solutions and capital efficiency.

• Financial flexibility allows for opportunistic growth and risk mitigation.