CI&T : Q1 2026 Earnings Presentation

Published: 2026-05-11 16:58:45 ET CINT

Published on 05/11/2026 at 04:58 pm EDT

1Q26

investors .ciandt.com

Cesar Gon

Founder CEO

Bruno Guicardi

Founder & NAE President

Stanley Rodrigues

Partner CFO

Eduardo Galvão

IR Director

SAFE HARBOR AND NON-IFRS MEASURES

FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact that may be deemed forward-looking statements include, but are not limited to: the statements under Business Outlook, including expectations relating to revenues and other financial or business metrics; statements regarding relationships with clients; and any other statements of expectations or beliefs. The words "believe", "will", "may", "may have," "would," "estimate," "continues," "anticipates," "intends," "plans," "expects," "budget," "scheduled," "forecasts" and similar words are intended to identify estimates and forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements represent our management's beliefs and assumptions only as of the date of this presentation. You should read this presentation with the understanding that our actual future results may be materially different from our expectations. These statements are subject to known and unknown risks, uncertainties, and other factors that may cause our actual results, levels of activity, performance, or achievements to be materially different from those expressed or implied by such statements in this press release, including risk related to global economic conditions, clients' demand, and our ability to execute our growth strategy and strategic plans. Additional information about these and other risks and uncertainties is contained in the Risk Factors section of CI&T's annual report on Form 20-F. Additional information will be made available in our Annual Reports on Form 20-F, and other filings and reports that we may file from time to time with the SEC. Except as required by law, we assume no obligation to and do not intend to update these forward-looking statements or to update the reasons why actual results could differ materially from those anticipated in these forward-looking statements, even if new information becomes available in the future.

NON-IFRS MEASURES We regularly monitor certain financial and operating metrics to evaluate our business, measure our performance, identify trends affecting our business, formulate financial projections, and make strategic decisions. These non-IFRS financial measures include Adjusted Gross Profit, Adjusted Gross Profit Margin, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Profit, Adjusted Profit Margin, Revenue at Constant Currency, and Adjusted Diluted EPS. They should be considered in addition to results prepared in accordance with IFRS, but not as substitutes for IFRS results. In addition, our calculation of these non-IFRS financial measures may differ from those used by other companies, and therefore, comparability may be limited. These non-IFRS financial measures are provided as additional information to enhance investors' understanding of our operations' historical and current financial performance.

We calculate Revenue at Constant Currency by translating Revenue from entities reporting in foreign currencies into U.S dollars using the comparable foreign currency exchange rates from the prior period to show changes in our revenue without giving effect to period-to-period currency ﬂuctuations. In calculating Adjusted Gross Profit, we exclude cost components unrelated to the direct management of our services. For the periods presented, the adjustments applied were: (i) depreciation and amortization related to the costs of services provided and (ii) share-based compensation expenses.

We calculate Adjusted EBITDA for the periods presented as Profit, plus net finance costs, income tax expense, depreciation and amortization, plus: (i) share-based compensation expenses.

In calculating Adjusted Profit and Adjusted Diluted EPS, we exclude components unrelated to the direct management of our services. For the periods presented, the adjustments have been made for (i) share-based compensation expenses (ii) acquisition-related expenses; and (iii) the tax effects of non-IFRS adjustments.

CI&T is not providing a quantitative reconciliation of its forward-looking non-IFRS Revenue at Constant Currency and Adjusted EBITDA Margin to the most directly comparable IFRS measure because it cannot reasonably predict the outcome of certain significant items without unreasonable efforts. These items include, but are not limited to, share-based compensation expenses, acquisition-related expenses, the tax effect of non-IFRS measures, foreign currency exchange gains/losses, and other items. These items are uncertain, depend on various factors, and could have a material impact on our IFRS-reported results for the guidance period.

Q&A SESSION

Submit your question via email to

[email protected]

investors.ciandt.com

Accelerating AI Deployment & Advancing AI Monetization

1Q26

Revenue in 1Q26

+23.2% organic growth or

+15.5% at Constant Currency YoY (1)

Adjusted EBITDA Margin (1)

Operating Cash Flow/Adj. EBITDA(1)

(1) Revenue at Constant currency, Adjusted EBITDA, and Adjusted EBITDA Margin are non-IFRS financial measures. See disclosure regarding Non-IFRS measures.

Sustained Momentum: Six Quarters of Consecutive Double-Digit Growth

+12.1%

+15.5%

Revenue Growth at constant Currency (y-o-y)(1)

+14.7%

+13.7%

+12.3%

+13.9%

4Q23

4Q24

1Q24

1Q25

2Q24

2Q25

3Q24

3Q25

4Q24

4Q25

1Q25

1Q26

(1) Revenue Growth at Constant Currency is a non-IFRS financial measure. See disclosure regarding non-IFRS measures.

1 Attrition: Employee voluntary attrition excluding employees with less than six months in the company.

2 AI-Builders professional count is calculated as the last 12-month average. Figures represent full-time employees and exclude internship programs.

10.3%

Attrition 1

8.0

Thousand

CI&Ters

With an average of

6.6 thousand

AI-Builders 2

ACCESS THE REPORT

Record Revenue and Robust Double-Digit Growth

Revenue

US$ Million

+23.2%

$136.6

$110.9

1Q25 1Q26

+15.5%

Organic Revenue Growth at Constant Currency (1)

(1) Revenue Growth at Constant Currency is a non-IFRS financial measure. See disclosure regarding non-IFRS measures.

Global Scale: Diversified Expansion Driven by AI Adoption

1Q26 Revenue Distribution

REVENUE BY GEOGRAPHY

11%

OTHER CLIENTS

59%

TOP 10 CLIENTS (EX - TOP 1)

30%

% OF TOTAL

REVENUE BY INDUSTRY

% OF TOTAL

TOP CLIENT'S REVENUE SHARE

% OF TOTAL

NEW MARKETS

10%

NORTH AMERICA

42%

LATAM

48%

LIFE SCIENCES

OTHERS

TOP CLIENT

TECH AND TELECOM

12%

CONSUMER GOODS

17%

RETAIL AND INDUSTRIAL GOODS

20%

FINANCIAL SERVICES

38%

Note: Percentages might not add to 100% due to rounding numbers.

Scaling High-Value Enterprise Partnerships

Number of Multi-Million Accounts

In US$ Million

Revenue contribution over the last 12 months by client cohort

108

106

107

65.1%

$13.6M

Cash Generated from Operating Activities

Operating Cash Flow/Adjusted Ebitda(1)

Resilient Margin & High Cash Flow Conversion

Adj. EBITDA & Adj. EBITDA Margin (1)

US$ Million; %

Adj. EBITDA

margin

17.6%

15.2%

+13.3%

17.4%

+6.3%

$22.2

$19.6

$20.8

1Q25 1Q26

(1) Adjusted EBITDA and Adjusted EBITDA Margin are non-IFRS financial measures. See disclosure regarding Non-IFRS measures.

1Q26

FX Neutral

$0.08

$0.06

Diluted EPS(1) in 1Q26

+6.9% y-o-y

Adjusted Diluted EPS(1) in 1Q26

+11.8D% yo-o-uy

ble-Digit EPS Growth and Capital Discipline

Adj. Profit & Adj. Profit Margin (1)

US$ Million; %

Adj. Profit Margin

8.7% 7.5%

+6.2%

$9.6

$10.2

1Q25 1Q26

(1) Adjusted Profit, Adjusted Profit Margin and Adjusted Diluted EPS are non-IFRS financial measures. See disclosure regarding Non-IFRS measures.

Business Outlook

REVENUE

For the 2Q26, At least:

US$140 million

19.5%

growth in U.S. dollars or

13.9%

growth at constant currency (1)

(y-o-y)

For the full-year 2026

in the range of:

US$556 million to

US$575 million

+13.5% to +17.5%

Organic Revenue Growth (y-o-y)

Adjusted EBITDA margin (1)

in the range of:

17% to 19%

Notes: These estimates are forward-looking statement. See Safe Harbor regarding Forward-looking Statements. These estimates assume an average FX rate of 5.11 BRL/USD in 2Q26 and 5.17 BRL/USD in 2026.

(1) Adjusted EBITDA Margin and Revenue Growth at Constant Currency are non-IFRS financial measures. See disclosure regarding Non-IFRS measures.

ciandt.com

Appendix - 1Q26 Reconciliation of Non-IFRS measures

In calculating Adjusted EBITDA, we exclude components unrelated to the direct management of our services. We calculate Adjusted EBITDA for the periods presented as Profit, plus net finance costs, income tax expense, depreciation and amortization and share-based compensation expenses.

In calculating Adjusted Profit and Adjusted Diluted EPS, we exclude components unrelated to the direct management of our services. For the periods presented, the adjustments have been made for (i) acquisition-related expenses: amortization of intangible assets from acquired companies, (ii) share-based compensation expenses; and (iii) the tax effects of non-IFRS adjustments.

CI&T is not providing a quantitative reconciliation of forward-looking Non-IFRS Revenue at Constant Currency and Adjusted EBITDA to the most directly comparable IFRS measure because it is unable to predict with reasonable certainty the ultimate outcome of certain significant items without unreasonable effort. These items include, but are not limited to, stock-based compensation expense, acquisition-related expenses, the tax effect of non-IFRS adjustments and other items. These items are uncertain, depend on various factors, and could have a material impact on IFRS reported results for the guidance period.

Disclaimer

Ci&T Inc. published this content on May 11, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 11, 2026 at 20:51 UTC.