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Debora Borges

Research Analyst at Banco Safra S.A.

Debora Borges is an Analyst at Banco Safra S.A., focusing on research and asset management for the Brazilian financial sector. She has covered prominent companies within Brazil's banking and finance market, delivering research and analysis that supports investment decisions at Safra. Borges's career includes prior experience at J Safra Asset Management and she has built her expertise in asset management and equities analysis since joining the industry. Her professional credentials reflect a commitment to rigorous financial standards, though specific FINRA registrations and securities licenses are not publicly listed.

Debora Borges's questions to EBR leadership

Question · Q3 2025

Débora Borges asked if AXIA Energia plans to make additional investments in Eletronuclear, given its urgent investment needs, and how the company plans to address the current price dynamics, which show prices below average.

Answer

Ivan Monteiro, CEO of AXIA Energia, stated that while they are still partners and aware of Eletronuclear's needs, he could not confirm additional investments. Regarding price dynamics, he advised caution in comparisons, noting AXIA Energia's 100% hydroelectric portfolio and contracted energy position lead to higher prices for their product, with trading margin generation expected to be higher and growing due to an upward trending price dynamic.

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Question · Q3 2025

Débora Borges asked about AXIA Energia's plans for urgent investments in Eletronuclear, given its needs. She also inquired about the current price dynamics, noting prices below average, and how the company plans to address this issue compared to competitors.

Answer

Ivan Monteiro, CEO, acknowledged Eletronuclear's needs but did not commit to additional investments, stating they are still partners tracking management. Regarding price dynamics, he cautioned against direct comparison due to AXIA Energia's 100% hydroelectric and contracted portfolio. He believes their hydroelectric product prices are higher than competitors' wind/solar, and their trading margin generation will likely be higher and trending upwards.

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Debora Borges's questions to Cosan (CSAN) leadership

Question · Q4 2024

Debora Borges of Safra sought clarification on the preferred shares, asking about the dividend payout structure through 2032 and whether Cosan is obligated to repurchase them at maturity. She also asked if the call spread on Vale shares was unwound following the asset disposal.

Answer

Executive Rodrigo Alves explained that Cosan is not obligated to repurchase the preferred shares in 2032, though the option exists. The dividend is a variable percentage of actual dividends paid by the underlying businesses and the shares have a cost step-up over time. He also confirmed that Cosan still holds the call spread but intends to divest it, with the timing dependent on financial market conditions.

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