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    Maria Clara • Itau BBA

    Maria Clara's questions to Ci&T Inc (CINT) leadership

    Maria Clara's questions to Ci&T Inc (CINT) leadership • Q2 2025

    Question

    Maria Clara asked if the evolution of AI is having a deflationary impact on top-line growth and how the company views the evolution of volume and price. She also inquired about the potential for improvement in utilization rates given the recent acceleration in hiring.

    Answer

    CEO Cesar Gon stated that CINT is not seeing deflationary pressure but rather an opportunity to gain market share from less efficient competitors by leveraging its AI capabilities. He anticipates a shift towards value-based pricing models as a mid-term opportunity. President Bruno Guicaggi added that long-term volume will increase massively as GenAI forces a complete rebuild of digital experiences. He also confirmed that utilization rates remain high, between 85-89%.

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    Maria Clara's questions to Ci&T Inc (CINT) leadership • Q1 2025

    Question

    Maria Clara noted the positive surprise in SG&A and asked about the sustainability of this operating leverage throughout the year, and whether the company's structural profitability could be positively revised as a result.

    Answer

    CFO Stanley Rodrigues clarified that while the SG&A cost base is stable, the company is actively investing in sales, which will lead to some growth in that expense line. He stated that the current full-year adjusted EBITDA margin guidance of 18% to 20% already balances operational efficiencies from AI with these strategic investments, and that the market should not expect a tailwind to push profitability above the guided range.

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