Via S A : Q1'23 Financial and Operating Results Presentation

Q1'23

Sérgio Leme

EVP People, ESG & IRO

1

Q1'23 Highlights

Financial

OmnichannelSolutions

Logistics

Financials

Liquidity

+11% of GMV

Via's most profitable channel

1.7 p.p. of market share gain YoY

Record of

market share

mar/23 (15%)* with higher gross margin

+26% of GMV

Focus on profitability, revenue +56% YoY

Leveraging sales and

profitability

Improvement in delinquency

(4.5% of loss,

9.0% of over 90)

Monetizing customers and

leveraging sales

6.8 MM accounts (+41% YoY) +2.3X TPV

+40% of clients

+29% of orders

+294% of revenue

+17X of clients

+188% of orders

1.4 p.p. increase of gross margin to 32.1%

0.1 p.p increase.to 9.2%

R$ -827 MM, impacted by

Selic

R$ -297 MM

Extension approval of

R$ 1.1 Billion (+24 months)

R$ 542 MM improvement

vs Q1'22

R$ 606 MM (+2X YoY) and ~3X higher than labor claims

R$ 1.7 Billion reduction YoY

*Source Compre & Confie - GMV online 1P and 3P

3

Brick-and-mortar

GMV - R$ MM

+9.0%

same stores sales

6.067

+10.7%

5.482

Q1'22Q1'23

GMV

per R$ 4.9 MM R$ 5.4 MM

Store

1P GMV Online - R$ MM

Record

of

market share

4.026 -15.0%

3.422

Q1'22Q1'23

Our most profitable channel

performing better

1P GMV - R$ MM

-0.2%

9.5099.489

Q1'22Q1'23

4

GMV

Growth

+

Profitability

Growth

	GMV - R$ MM
155,000	1.462
Sellers
+12% YoY
	1.164
	1.039
67 MM
SKUs	465
+46% YoY

Take Rate

+2.4 p.p.

	Q1'20	Q1'21	Q1'22	Q1'23
% YoY	+27%	+123%	+12%	+26%	Revenue	112	175	+56%
Growth	R$ MM	revenue

YoY

Growing with a focus

on profitability

5