The information contained in this presentation and any forward-looking statements that may be made, related to business outlook, operational and financial projections of TOTVS are based on beliefs and assumptions of the Company's management, as well as information currently available. Forward-looking statements are not guarantee of future performance. They involve risks, uncertainties and assumptions as they refer to future events and, hence, depend on circumstances that may or may not occur.
Investors must understand that general economic conditions, industry conditions and other operational factors could affect future performance of TOTVS and could lead to results that differ materially from those mentioned in these forward-looking statements.
3
01
TOTVS
OUR UNIQUE 3D ECOSYSTEM STRATEGY
How TOTVS is Changing the Competitive Landscape
4
~1/3 of Public Companies(1)
listed on B3 are TOTVS clients
~R$2.7 trillion(2)
billed by TOTVS clients base
Our solutions go far beyond ERP...
…
TECHFIN
MANAGEMENT
RULE OF
40(4)
CONSOLIDATED
ARR
CONSOLIDATED
RENEWAL RATE
3Q21 REVENUE GROWTH SHARE OF MANAGEMENT-SAAS, TECHFIN AND BIZ PERFORMANCE
48.6% R$ 2.8bn
98.3%
42%
+65k client base
of all sizes in over 40 countries
#1 ERP Company in Brazil(3)
One of the largest tech companies, with
absolute dominance in ERP journey
BIZ
PERFORMANCE
...We drive business productivity, competitiveness and digital financial services in 12 strategic markets
YOY REVENUE GROWTH SHARE OF MANAGEMENT-SAAS, TECHFIN ANDA BIZ
PERFORMANCE(5)
MANAGEMENT-SAAS
REVENUE GROWTH
CREDIT PRODUCTION
BIZ PERFORMANCE
REVENUE GROWTH(6)
73%
R$ 225mm
(+51% vs 3Q20)
R$2.7bn
(+51% vs 3Q20)
R$61mm
(+46% vs 3Q20)
Source: Company and IBGE | Notes: (1) Active companies listed on B3 that have common and/or preferred shares; (2) Company internal estimates; (3) According to software Market Share Enterprise Application, 2020; (4) Considers the % of net revenues growth between 3Q21 and 3Q20+ % EBITDA margin in the 3Q21; (5) Management Revenue, plus Business Performance and Techfin revenues on the same basis of comparison; (6) Considers the unaudited results of RD Station from Jan/20 to May/21 and Tail Target from Jan/20 to Dec/20.
5
02
OUR TRAJECTORY
Accomplishments since 2019 Follow-on and our way forward
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TOTVS SA published this content on 10 December 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 11 December 2021 00:35:03 UTC.
Totvs SA is a Brazil-based company engaged in the information technology (IT) sector. The Company focuses on developing integrated management software solutions, collaboration and productivity platforms, as well as on consulting services. The Company mainly provides enterprise resource planning (ERP) applications, which electronically integrate the strategic and operational levels of a user company. It offers ERP software in various areas, such as administration, education, finance, industrial, human resources, customer service and logistics. The Company operates in Brazil, Argentina, Colombia, Mexico, Portugal and the United States, among others. It controls a number of subsidiaries, including Solucoes em Software e Servicos TTS Ltda, Datasul Argentina SA and Neolog Consultoria e Sistemas SA.
TOTVS S.A. 
