CI&T Inc

Welcome to CINT Earnings Call for the second quarter of 2025. I am Eduardo Galvão, Director of Investor Relations at CINT. Presenting our results with me today are Cesar Ghosn, our Founder and CEO, Bruno Guicaggi, Founder and President for North America in Europe, and Stanley Rodrigues, our CFO. This event is being recorded and all participants will be in a listen-only mode during the company's presentation. After that, there will be a Q&A session. If you'd like to submit a question, please send it via email to investors at cint.com. The presentation is available on the company's investor relations website, and the replay will be available shortly after the event is concluded. Some of the matters we'll discuss on this call, including our expected business outlook, are forward-looking statements. They are subject to known and unknown risks and uncertainties, which could cause actual results to differ from those expressed on this call. We caution you not to place undue reliance on these forward-looking statements, as they're valid only as of the date when made. During this presentation, we'll comment on certain non-IFRS financial measures to evaluate our business. Please refer to the reconciliation tables of non-IFRS measures in the earnings release for more details. At this time, I'll pass it on to Cesar Ghosn to begin our presentation. Thank you, Galvão, and good afternoon, everyone.

Today, companies demand more than innovation. They want measurable business impact. AI may be overhyped to some, underhyped to others. But one thing is clear. Technology investments must deliver strategic returns. That's where CINT stands out. We adapt constantly to meet our clients' needs. Powered by two engines, our expert teams and our specialized AI platform, CINT Flow. Together, they orchestrate mission-critical projects in real time. delivering fast execution, higher quality, and a strong return on investment. We call this tech-integrated business solutions, seamlessly combining business transformation with technology and AI. It gives leaders the clarity and predictability they need, and it's deepening our partnerships, especially with our largest clients. We believe the future belongs to companies that unite business and technology into one integrated strategy. The strength of this approach is reflected in our results, which I'm pleased to share with you now. Now let's reveal our second quarter 2025 financial highlights. Our strategy of embedding deeply with large clients and delivering clear value has allowed us to maintain our momentum and deliver strong performance. Our revenue reached $117.2 million, which represents an organic growth of 12.3% at constant currency compared to the same period last year. On the profitability front, our just EBITDA margin was 18.4%. As expected, this represents a sequential improvement from the first quarter, underscoring our commitment to operational excellence and disciplined cost management. Furthermore, our just profit margin stood at a healthy 10.4%. This solid financial foundation allowed us to continue investing in the key pillars of our growth, particularly in our AI-first offerings, which are reshaping what's possible for our clients.

Your cars are smart. Your processes still stuck in first gear. CI&T Flow hits the gas. From design to delivery, we automate the digital journey. Marketing, sales, after sales, all accelerated. Built to move at the speed of your ambition. It feels like magic, but really, it's just damn good math. Now take a look at what we are building with CI&T Flow.