Who We Are - ITAÚSA S.A

Brazil’s Largest Holding Company

We are the largest investment holding company in Brazil, celebrating 50 years of history, and have investments in seven leading companies in their markets, with brands recognized that are present in the lives of Brazilians: Itaú Unibanco, Alpargatas, Dexco, CCR, Aegea Saneamento, Copa Energia and Nova Transportadora do Sudeste (NTS). Our purpose is to invest with responsibility, working as agents of change to build business that create value and impact the sustainable development in Brazil.

Notes:
1. Reference date: September 30, 2024.
2. Equity interest presented were rounded to the nearest decimal place, does not consider treasury shares and corresponds to Itaúsa’s direct and indirect equity interest, where applicable.
3. ESA Family: refers to shares directly held by members of the ESA (Egydio de Souza Aranha) Family.

Investment Thesis

Itaúsa carries out the expansion of its portfolio by adopting a careful approach through a strict efficient capital allocation process. Market opportunities are assessed by a dedicated M&A department composed of highly-qualified professionals and subsequently submitted to Itaúsa’s proper authority levels, including the Strategy and New Business Committee and the Board of directors.

Strategic Pillars

Our investment and portfolio management strategy is based on three pillars that guide Itaúsa in the way it operates in investees.:

EFFICIENT CAPITAL ALLOCATION

We identify the best investment opportunities, enhancing the value created for shareholders and society.

BUSINESS CONTINUITY

We look for assets with potential sustainable value creation and prospects of remaining in the portfolio in the long term.

SHARED CULTURE

We share our values and goals with our investees, through participation in their governance and have exchange and sharing forums for advancement in best practices.

Our Portfolio

With a consistent portfolio, we operate in more than 50 countries through our investees, with major brands and leaders in their segments.

We focus on strengthening management and creating long-term value in our investees based on the following pillars: efficient capital allocation, business continuity and shared culture. We have a distinguished governance culture, with values that stand on ethics, risk management, as well as financial factors and human capital valuation. We disseminate our values by taking part in the Boards and committees of our investees, thus swaying financial and strategic decisions in a sustainable way.

Largest private bank in Latin America.

The largest manufacturer of shoes and apparel in Latin America.

Largest producer of wood panels, dissolving wood pulp, bathroom fixtures and fittings and ceramic tiles, in the Southern Hemisphere.

A leading company in concessions of airports and highways in Brazil.

A leading private basic sanitation company in Brazil.

A leading company in the Brazilian bottling, distribution and sale market of LPG.

Transportation of 50% of natural gas consumed in Brazil.