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North and Northeast-Hot Topics Source: IBGE e Bacen. Elaboração Pezco Economics. Northeast should receive R$ 50 billion in emergency aid from the federal government, equivalent to 6.3% of the region's GDP, according to estimates by economists Ecio Costa (UFPE) and Marcelo Freire (PE's Economic Development Department). In Maranhão, the injection of resources can reach 8.6% of GDP, while in Bahia, the estimated impact is 5.8% of GDP. According to the study, the aid is concentrated in municipalities with the worst living conditions, attesting to the effectiveness in achieving the objective. However, some obstacles may have limited people's access to the benefit. About 5.6% of the volume of funds was made available in municipalities without Caixa's branch. In addition, 36% of the region's population does not have access to the internet, making it difficult for those who were not registered with Bolsa Família. According to the IBGE's Regions of Influence of Cities 2018 survey, Brazilians travel the longest distances in the search for airports and highly complex healthcare services. The linear distance covered in the search for an airport estimated by IBGE was about 174 km, on average, being the largest in the survey. Second, there is the search for highly complex health services (surgeries and cancer treatment), with an average distance of 155 km covered. For services of low and medium complexity (dentist and orthopedic services), the average distance is 72 km. Overall, the North region had the highest average travel (210 km, on average), with Roraima (274 km) and Amazonas (272 km) in the lead. In the Northeast region, the average was below 100 km. The self-construction segment (renovations and home expansions) boosted cement sales in the first half of 2020, which reached 26.9 million tons - growth of 3.6% over the same period in 2019. Sales per business day in June grew 16.1% YoY, with highlights for the Northeast (+44.8% YoY) and North (+28.4% YoY). Self-construction and real estate works represent 80% of cement consumption in the country. BNDES expects the portfolio of projects in basic sanitation to show rapid growth, especially in the North and Northeast regions. The current portfolio has 8 projects with an estimated investment of R$50 billion throughout the concession. The bank's expectation is that the Alagoas sanitation operation will be granted this year. In 2021, it is expected that the sanitation operations in Acre and Amapá will be granted, in addition to the sewage concession in Fortaleza. KPMG © 2021 KPMG Auditores Independentes Ltda., a Brazilian limited liability company and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. BD210890 Página | 16

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