Ouro Fino Saúde Animal Participações (OFSA3) investor relations material

Executive summary

• Achieved over 30% growth in net revenue for the first half and strong revenue growth across all business segments, driven by portfolio expansion, commercial discipline, and efficient cost management.

• Strategic focus on brand visibility, innovation, expansion in Latin America, and sustainable long-term value creation.

• Recognized as one of the most innovative companies in Brazilian agribusiness, ranking second in its industry at the 2026 Valor Inovação Brasil Awards.

• Maintained top workplace rankings and Great Place To Work certification.

Financial highlights

• Net revenue grew 30.7% in the first half year-over-year, reaching R$589.1 million; 2Q26 revenue was R$338.7 million.

• Adjusted EBITDA reached R$105.4 million in 6M26 (+54.0% YoY), with margin at 17.9% (up 2.6 p.p. YoY).

• Adjusted net income was R$36.7 million in 6M26 (up 41.7% YoY), but 2Q26 net income fell 33.3% due to non-recurring provisions.

• Operating cash generation in 6M26 was R$183.7 million, with a cash position of R$369 million at period end.

Outlook and guidance

• Third quarter expected to be strong due to seasonal demand and trade events.

• Continued focus on expanding exports in Latin America, exploring Asian markets, and sustainable long-term value creation.

• Monitoring risks such as market volatility, China demand, and weather events like Super El Niño.