Randoncorp (RAPT4) Conference summary

Executive transitions and leadership changes

• Announced a planned leadership transition, with Daniel Randon set to assume both President and CEO roles at Randon effective September 1, 2025, consolidating executive functions.

• Sergio Carvalho will step down from executive roles due to personal reasons but will remain as Senior Executive Advisor, focusing on strategic projects, acquisitions, and internationalization.

• Anderson Pontes will become CEO of Frasle Mobility and continue as EVP for auto parts, ensuring continuity and leveraging his global experience.

• The transition process begins May 1 and will be completed by September 1, 2025, with gradual handover of responsibilities.

• The executive committee has been strengthened, with internal talent prepared to assume greater leadership, avoiding external CEO recruitment for now.

Strategic direction and company outlook

• Emphasis on sustainable growth, digital transformation, and international expansion, with a focus on technology and artificial intelligence.

• The company has grown significantly, from BRL 2.6 billion revenue and 8,000 employees in 2016 to nearly BRL 12 billion and 20,000 employees in 2024.

• Leadership credits recent success to robust governance, professionalization, and a strong executive committee.

• Sergio Carvalho will continue to support strategic planning and mentor executives, contributing to long-term goals through 2027.

• The transition is seen as a natural evolution, with a focus on maintaining company values and stakeholder engagement.

Q&A highlights and clarifications

• Anderson Pontes will hold dual roles as CEO of Frasle and EVP at Randon, ensuring leadership continuity.

• Daniel Randon's return to the CEO role is considered temporary, with plans to eventually appoint a market professional as CEO.

• The transition is designed to be smooth, with gradual delegation and ongoing mentorship from outgoing executives.

• The leadership team is committed to upholding the company's core values and driving synergy across business units.

• Stakeholders were thanked for their support, and optimism was expressed for the company's future.