CI&T Inc

Good morning. Welcome to CINT earnings call for the third quarter of 2025. I am Eduardo Galvão, investor relations director at CINT. Joining me on today's call are Cesar Ghosn, founder and CEO, Bruno Guisardi, 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 would 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 are 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. Our agenda for today includes an overview of our quarterly highlights, followed by some of our business cases. We'll then talk about our people and our financial results. At this time, I'll pass it on to Cesar Ghosn to begin our presentation. Cesar, please.

Thank you, Galvão, and good day, everyone. As we celebrate 30 years, I would like to highlight our winning operating model built on four pillars – It starts with three decades of experience shaping a world-class talent ground. Our teams use this expertise to co-create AI agents and digital solutions that solve real client problems. We deploy this combination of talent, proprietary technology, and methodology using a unique delivery model to win and expand clients. With every engagement, the learning accelerates, expanding our knowledge, refining our tools, and propelling our growth. And we are amplifying this flywheel by dogfooding AI across our operations. As we look back, it's remarkable how CI&T has evolved through each major tech shift, from the early internet and e-commerce to mobile to cloud and now artificial intelligence. At every stage, we've helped clients adapt and turn technology into business impact. Today, the same spirit continues with CI&T Flow, our AI management system. With an unprecedented level of adoption, we are combining leading large language models with our proprietary tools and data to create thousands of AI agents and prepare our clients for the inevitable agentic world. Across the industry, there is still a clear gap between AI ambition and real results. Most enterprises haven't yet turned AI investments into meaningful impact. A recent MIT study titled The Gen-AI Divide highlighted that 95% of Gen-AI projects are failing to deliver measurable financial results. That gap created strong demand for partners who can turn experimentation into scalable business value. This is where CINT stands. Built to help the 5% who are making AI work and to expand that group. It's a challenge tailor-made for our model and a major opportunity ahead. Now let me turn to our quality earnings highlights. Revenue reached another historical record of US$127.3 million in the third quarter 2025, representing 12.1% organic revenue growth at constant currency, year-over-year, above our guidance. This also reflects a 13.4% year-over-year increase in reported revenue. Our just EBITDA margin was 18.5%, showing a healthy and sustainable profitability. Finally, our just profit margin was 8.9%. This quarter marks CIT's fourth consecutive quarter of double-digit organic revenue growth. Our AI strategy is effectively bridging the GenAI divide for our clients, transforming their AI investments into tangible efficiencies and high-impact solutions. These AI-powered offerings have expanded our sales pipeline, increased our wallet share with clients, and reinforced our role as a key partner in their digital and AI transformation journeys. Now let's explore some inspiring client stories that showcase the diverse and powerful applications of AI.

Ford partnered with CINT to expand its Wings platform across South America. Using CINT Flow, our AI management system, the team analyzed 4,800 minutes of meetings and 50,000 lines of code, cutting delivery time by two months. The rollout in Argentina was completed in just 10 months. Beyond speed, AI enhanced quality and accuracy, transforming how the project was delivered and reflecting local market needs. This success shows how deep business knowledge and advanced technology can create real impact at scale.