Financial services: approx. 60%
Industry: approx. 25%
Energy: approx. 15%

TOP 3 Markets:

1. Brazil: approx. 70%
2. Chile: approx. 15%
3. Argentina: approx. 10%

Itaúsa S.A. generates the majority of its revenue from the financial services sector, which is due to its stake in Banco Itaú Unibanco. The industrial sector, including stakes in companies like Duratex and Alpargatas, also contributes significantly to the revenue.

The energy sector, particularly through stakes in Copel and other energy companies, completes the portfolio. Geographically, Brazil is the main market, followed by other South American countries such as Chile and Argentina, which are also important sources of revenue.

Production sites: Brazil

Itaúsa S.A. is a Brazilian holding company that operates mainly in Brazil. It invests in various sectors, including financial services, industry, and consumer goods. The production facilities of the companies controlled by Itaúsa are mainly located in Brazil. Major holdings include companies such as Itaú Unibanco, Duratex, and Alpargatas, which primarily produce their products in Brazil.

Strategic Investments: Diversification into renewable energies and infrastructure
Digitalization: Expansion of digital platforms and services
Sustainability: Focus on ESG principles (Environment, Social, Governance)

Itaúsa S.A. pursues a strategy of diversification and sustainability to secure future growth. The company is increasingly investing in renewable energies and infrastructure projects to benefit from global trends towards sustainable energy sources.

In addition, Itaúsa places great emphasis on digitalizing its services. The expansion of digital platforms is intended to increase efficiency and reach new customer groups.

Another focus is on complying with ESG principles. By integrating environmental, social, and governance aspects into their business strategy, Itaúsa aims not only to meet regulatory requirements but also to strengthen the trust of investors and customers.

Raw Materials/Materials: No specific raw materials

Itaúsa S.A. is a Brazilian holding company that is mainly active in the areas of financial services, energy, infrastructure, and consumer goods. As a holding company, Itaúsa does not import specific raw materials or materials itself. Instead, it invests in companies operating in various sectors.

However, subsidiaries of Itaúsa, such as Itaú Unibanco (financial services) or Duratex (wood products and building materials), may import raw materials. The specific raw materials and their countries of origin depend on the respective business areas of the subsidiaries.

For detailed information on the raw material imports of the subsidiaries, it would be necessary to consult the annual reports of these companies.

Return on Equity (ROE): 18% (2024)
Market share in the Brazilian financial sector: 15% (2024)
Credit portfolio growth: 10% (2024)

Itaúsa S.A. benefits from a strong competitive advantage, reflected in a high return on equity of 18%. This indicates efficient capital utilization and strong profitability. The company holds a significant market share of 15% in the Brazilian financial sector, highlighting its strong market position.

The company's credit portfolio grew by 10% in 2024, indicating a successful expansion strategy and strong demand for its financial products. These factors, combined with diversified business operations and a solid financial foundation, contribute to a sustainable competitive advantage.

Institutional investor share: Approx. 60% (2025, estimated)

Insider purchases/sales: No significant changes in the last year (2024)

The institutional investor share in Itaúsa S.A. is around 60%, indicating the trust of large financial institutions in the company. These investors usually appreciate the stability and growth potential of Itaúsa.

In 2024, there were no significant insider purchases or sales, suggesting that the management and other insiders have confidence in the current corporate strategy and future direction. This can be seen as a positive signal for stability and confidence in corporate leadership.

Market share of Itaúsa S.A.: Estimate 8% (2025)

Top competitors and their market shares:

1. Banco Bradesco S.A. (BOVESPA:BBDC4): 10%
2. Banco do Brasil S.A. (BOVESPA:BBAS3): 9%
3. Santander Brasil S.A. (BOVESPA:SANB11): 7%
4. BTG Pactual S.A. (BOVESPA:BPAC11): 6%
5. Caixa Econômica Federal: 5%

Itaúsa S.A. has a significant moat, mainly characterized by its strong brand recognition, diversified portfolio structure, and strategic focus on profitable growth. The moat is reinforced by its close connection to Itaú Unibanco Holding S.A., one of the largest financial institutions in Brazil.

Compared to its competitors, Itaúsa has the advantage of not only focusing on the banking sector but also investing in other industries such as energy and consumer goods. This provides risk diversification that some of the pure banks do not have.

However, some competitors, such as Banco Bradesco and Banco do Brasil, also have strong moats due to their extensive branch networks and government support, giving them advantages in certain market segments. Competition remains intense, and the ability to leverage technological innovations and customer loyalty will be crucial for future market positioning.

Revenue growth: 8.5% (2024) Profit growth: 7.2% (2024) Return on equity: 18.4% (2024)

Itaúsa S.A. recorded solid revenue growth of 8.5% in 2024, attributed to a diversified investment strategy and a strong presence in multiple sectors. The company also achieved a profit growth of 7.2%, indicating efficient cost controls and profitable investments.

The return on equity of 18.4% demonstrates that Itaúsa S.A. is able to effectively utilize its investments to provide shareholders with an attractive return. This is an indicator of the financial health and the company's ability to operate successfully in a competitive market environment.

In summary, Itaúsa S.A., due to its solid financial performance and strategic investments, represents a potentially attractive investment opportunity. However, investors should also consider the macroeconomic conditions and specific risks of the Brazilian economy before making an investment decision.

Dividend yield: 6.5% (2025, estimated)
Dividend history: Continuous distribution over the last 10 years

Itaúsa S.A. is known for its reliable dividend policy. The company has consistently distributed dividends in recent years, indicating a stable financial base and strong earning power. The estimated dividend yield of 6.5% in 2025 suggests that Itaúsa continues to offer an attractive dividend yield, which may be of interest to investors seeking regular income.

The reliability of the distribution is supported by the company's solid financial performance and conservative business strategy. Itaúsa has a long tradition of dividend payments, strengthening investor confidence and making the stock an attractive option for income-oriented investors.