Valid Soluções S A : Institutional Presentation 4Q23
March 20, 2024
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December of 2023
Institutional Presentation
4Q 23
Resultados 4T23
Quem é a Valid
Timeline
Industrialization High-security printing, checkbooks, magnetic cards
Information Era
4.0 Industry
Official Documents, Prepaid Phone Cards, EMV Cards
Diversification of business fronts
• Start of Valid's Operations in Brazil (Thomas de La Rue)
• American Banknote acquires Thomas de La Rue.
• IPO/B3
• VLID3
• Payments Solutions in Argentina
• Valid becomes the world's 5th largest vendor of SIM Cards
• Model for secure issuance of documents in Brazil
• Valid starts its operations in Europe.
• Expansion of the track & trace business and entry into the agritechs markets
• Valid LABs creation
• Change of the company's senior team
• Payment and ID solutions in the US
• New solutions for instant payment and smart cities
• Adjustments on Capital Structure
• São Paulo Digital ID
• Exit from uncompetitive markets
• Valid Ventures (CVC)
1957
1993
2006
2007-2013
2015
2017 - 2020
2021 - 2023
2000
35% Banking Card 27% Telco
25% ID 13% Others
2010
2020
2023
▪ Checkbooks, bank forms and insurance forms, deposit envelopes and stripe cards
▪ Interprint's Purchase : push into checkbooks, Bank statements, phone bills, energy bills and docs for insurance companies
▪ Chip cards
▪ Contactless cards and DI
▪ Cell phone chips and eSIM
▪ Graphic services intensify migration to digital
▪ ID & Digital Government
Valid (R$ MM)
ValidID
CNH issuance 78 million drivers 12 states (80% of drivers)
ID issuance
213 million population
9 states (57% of population)
ID issuance
Leader in Brazil for issuing documents in Paper, Polycarbonate, PVC and Digital Format
ValidPay
Co-leader in card issuance
in Brazil with around 25% to
30% market share
Argentina's emissions leader
ValidMobile
Robust Operating System/Portfolio based on global standards/ > 10 - Tier 1 Groups MNO
Global Presence/ TOP 5 SIM Market/ 10% Market Share Global
747
892
617
252
191
124
Total
Revenue
2023
2,256
EBITDA
2023
567
As of December/23
Ex-Treasury shares: 79,841,993
TOP 10 Shareholders
1. 27%
Alaska Asset
2. BTG Pactual (Family Office) 11%
3. 4%
4UM
4. 3%
5. 3%
6. 3%
7. 3%
Morgan Stanley Uruguay Organon Capital Norges Bank Sidney Levy
8. Caixa 2%
9. Tesouraria 2%
10. Constancia Investimentos 2%
60%
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Disclaimer
Valid Soluções SA published this content on
21 March 2024 and is solely responsible for the information contained therein. Distributed by
Public, unedited and unaltered, on
25 March 2024 13:57:04 UTC.
Valid Solucoes SA, formerly Valid Solucoes e Servicos de Seguranca em Meios de Pagamento e Identificacao SA, is a Brazil-based company primarily engaged in the provision of printed services. The Company's activities are divided into four business segments: Means of payment, Identification, Telecommunications and Digital certification. The Means of payment division produces cards, which are used on a daily basis for payments, identification, gift cards, vouchers and tickets, among others. The Identification division offers physical and electronic solutions, such as capture, storage and data management, security printing, as well as recognition and digital printing. The Telecommunications division provides instant lottery tickets, prepaid cards and public transportation tickets, among others. The Digital certification division offers technology and support services for government-certified digital certificates.
VALID SOLUÇÕES S.A. 
