LatAm Capital Goods & Transportation: Road Ahead (Jul.27): WEG‘s R$1.2bn Contract with Engie, Greece Approves 3 C-390, Highway Auctions

Research evidence excerpt

LatAm Capital Goods & Transportation: Road Ahead (Jul.27): WEG‘s R$1.2bn Contract with Engie, Greece Approves 3 C-390, Highway Auctions

J P M O R G A N Latin America Equity Research

27 July 2026

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LatAm Capital Goods &

Transportation

Road Ahead (Jul. 27): WEG’s R$1.2bn Contract with

Engie, Greece Approves 3 C-390, Highway Auctions

Upcoming Events This Week Latin American Capital Goods

• Mon. (Jul. 27): IMEA Weekly Data @ 5pm; OMA and TRAXION 2Q26 Marcelo Motta AC

Earnings Release - AMC (55-11) 4950-6712

marcelo.g.motta@jpmorgan.com

• Wed.(Jul. 29): MOTV 2Q26 Earnings Release - AMC Jonathan S. Koutras

• Thu. (Jul. 30): ECOR 2Q26 Earnings Release - AMC (55-11)jonathan.s.koutras@jpmchase.com4950-3549

Top News from Past Week: Latin American Transportation

• WEG secures contract with Engie Brasil for R$1.2bn Jaguara hydroelectric Guilherme(55-11) 4950-4105Mendes AC

plant expansion. WEG announced it has been contracted by Engie Brasil (UW- guilherme.g.mendes@jpmorgan.com

rated by Arthur Pereira) to supply 2 generating units for the capacity expansion

Julia Orsi

of the Jaguara Hydroelectric Plant, located on the border between MG and SP (55-11) 4950 3351

states. The project involves a total investment of R$1.2bn and will add 232 MW julia.orsi@jpmorgan.com

of installed capacity through two new 116 MW generating units to be installed Banco J.P. Morgan S.A.

in existing wells, with operations expected to begin in 2030 - Press Release (Jul.

27).