On Monday, August 17, 2026, Positivo Tecnologia (POSI3) reported that it is a supplier to Grupo Casas Bahia S.A. and that the impact on its accounts receivable arising from Casas Bahia’s request for judicial recovery is not considered material by management. The current accounts receivable balance from the retail group is approximately R$ 19 million, which corresponds to 2.7% of the company’s total net accounts receivable balance as of 06/30/2026, according to its 2Q26 financial statements.
According to Positivo Tecnologia, this entire exposure is covered by credit insurance, contracted with two insurers operating in this market. The company states that it is closely monitoring developments in Casas Bahia’s situation and is adopting commercial and administrative measures to mitigate any potential impact, including triggering the mechanisms set out in the current credit insurance policy.
Positivo Tecnologia’s management states that, at this time, it does not identify a material risk to 2026 results arising from this exposure. The company adds that it will continue to monitor developments in Casas Bahia’s judicial recovery process and will inform the market if there is any new material information.
