WEG (WEGE3) Investor presentation summary

Key financials and global footprint

• Operates 66 manufacturing sites across 18 countries on 5 continents, with distributors in over 120 countries and a workforce of more than 49,000 employees worldwide.

• Net revenue in 2024 reached R$38 billion, with a market value of R$154 billion as of September 2025.

• 55.1% of revenue comes from products launched in the last five years, highlighting a strong focus on innovation.

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

• Revenue distribution: 43% Brazil, 28% Europe, 13% North America, 6% Asia-Pacific, 6% Africa, 4% South & Central America.

Business model and strategic advantages

• Unique business model based on vertical integration, economies of scale, operational excellence, and technological innovation.

• Diversified portfolio enables growth across various segments, geographies, and market cycles.

• Competitive advantages include production flexibility, mass customization, modular expansion, and financial flexibility.

• Long-term vision focused on sustainable growth and international expansion.

• End-to-end solutions span electrical machines, automation, digitalization, infrastructure, electric mobility, and energy systems.

Growth, returns, and capital allocation

• Compound annual growth rate (CAGR) of 18% over the past 28 years, with consistent revenue growth even in challenging macroeconomic conditions.

• Return on invested capital (ROIC) consistently above 16%, peaking at 39.2% in recent years.

• EBITDA margin improved to 22.4% in 2024, reflecting disciplined capital allocation.

• Maintains a payout ratio around 53-55%, with net income and dividends showing steady growth.

• CAPEX and R&D investments remain stable as a percentage of net revenue, supporting innovation and expansion.