CI&T Inc Q3 FY2025 earnings call

• CI&T Inc's winning operating model is built on four pillars: 30 years of experience, co-creating AI agents and digital solutions, a unique delivery model, and dogfooding AI across operations. • Achieved 85% adoption rate of AI tools across the organization, with 4,700 active AI agents executing tasks. • Strong hiring process with partnerships with top universities, systematic screening, and internal talent prioritization led to a 16.3% year-over-year growth in scientists to over 7,800. • Client success stories include partnerships with Ford, Terranist Energy, Porto, CMG Financial, and the New York Stock Exchange, showcasing AI-driven transformations. • Launched AI Lighthouse Awards and partnered in charity events, positioning CI&T Inc as a leader in AI transformation.

In the third quarter of 2025, CI&T Inc achieved revenue of $127.3 million, representing 12.1% organic revenue growth at constant currency year over year. Latin America saw a remarkable 35% year-over-year revenue growth. North America had a 6% year-over-year increase in revenue. New Markets (Europe and Asia Pacific) recorded sequential growth in Q3 2025. Adjusted EBITDA for 2025 was $23.5 million, with an adjusted EBITDA margin of 18.5%. The adjusted net profit was $11.3 million with an adjusted net profit margin of 8.9%.

• For 2025, revenue is projected to be between $130.4 million and $132.6 million, with midpoint representing 16.8% reported year-over-year growth and 12.5% at constant currency. • Anticipates organic revenue growth at constant currency to be between 12.5% and 13% year over year. • Reaffirms adjusted EBITDA margin guidance in the range of 18% to 20%.

• Market uncertainties and tariff-related volatility could impact business. • Client concentration risks, though efforts are made to diversify the client portfolio.

Q: Thoughts on revenue recurrence in top clients?

A: Cesar Gon stated that historical revenue from top clients is very recurring, driven by the success equation of supporting clients' AI and digital strategies, leading to increased investments.