Globant and CMPC Launched an AI-Based Supply Chain Traceability Solution compliant with EU Deforestation Regulation

Rhea-AI Summary

Globant (NYSE: GLOB) deployed an AI-based supply chain traceability and compliance solution for CMPC on April 9, 2026, built on SAP Clean Core and SAP BTP. The system automates document extraction with ML/AI and cut manual traceability from up to 12 days to about 3 minutes.

Key outcomes include up to 99.9% faster processing, real-time regulatory reporting, full adherence to the EU Deforestation Regulation (EUDR), and a scalable architecture for secure document governance.

Positive

• Traceability time reduced from up to 12 days to ~3 minutes
• 99.9% faster document processing enabling near real-time compliance reporting
• Full adherence to the EU Deforestation Regulation (EUDR) for CMPC
• Scalable SAP Clean Core architecture supporting long-term governance

Negative

• None.

News Market Reaction – GLOB

-1.11%

1 alert

-1.11% News Effect

-$21M Valuation Impact

$1.86B Market Cap

0.2x Rel. Volume

On the day this news was published, GLOB declined 1.11%, reflecting a mild negative market reaction. This price movement removed approximately $21M from the company's valuation, bringing the market cap to $1.86B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Countries of operation: more than 45 countries Manual process duration: up to 12 days Automated processing time: around 3 minutes +5 more

8 metrics

Countries of operation more than 45 countries CMPC global footprint

Manual process duration up to 12 days Previous manual traceability process length

Automated processing time around 3 minutes AI-based traceability workflow duration

Processing speed improvement up to 99.9% faster Gain from AI automation vs. manual traceability

Real-time reporting real-time Supply chain visibility and regulatory reporting

Regulation covered EU Deforestation Regulation Compliance target for the new solution

Current share price $45.81 Pre-news market context for GLOB

52-week high discount 67.8% below high Position vs. 52-week high of $142.245

Market Reality Check

Price: $43.32 Vol: Volume 1,229,962 is 11% a...

normal vol

$43.32 Last Close

Volume Volume 1,229,962 is 11% above the 20-day average of 1,107,506, signaling slightly elevated interest pre-news. normal

Technical Shares at $45.81 are trading below the 200-day MA of $64.40 and sit 67.8% under the 52-week high, about 12.39% above the 52-week low.

Peers on Argus

GLOB slipped 0.63% while key IT services peers like DXC (-2.83%), ASGN (-4.76%),...

GLOB slipped 0.63% while key IT services peers like DXC (-2.83%), ASGN (-4.76%), VNET (-5.44%) and CNXC (-3.48%) were also down, indicating broader sector softness but a milder move in GLOB.

Common Catalyst At least one peer (DXC) also issued AI-focused news, suggesting ongoing AI adoption themes across IT services rather than a company-specific catalyst alone.

Previous AI Reports

5 past events · Latest: Dec 03 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 03	AI event announcement	Positive	+7.0%	Announcement of Globant Converge 2025 focused on scaling enterprise AI execution.
Nov 07	AI sports partnership	Positive	+3.2%	LALIGA collaboration to deploy agentic AI via Globant’s AI Pods subscription model.
Oct 29	AI supply chain project	Positive	-2.2%	Launch of Digital Suppl.AI with YPF to optimize supply chain using agentic AI.
Oct 14	AI sector report	Positive	+0.6%	Joint report with MIT Technology Review Insights on pharma adoption of agentic AI.
Oct 06	AI platform upgrade	Positive	-2.1%	Release of Globant Enterprise AI v2.3 with Agentic Commerce Protocol capabilities.

Pattern Detected

AI-related announcements for GLOB have generally skewed positive, with 3 of the last 5 AI-tagged events showing positive next-day moves and an average move of about 1.3%, but with occasional negative reactions.

Recent Company History

Over the past months, Globant has steadily highlighted its AI capabilities across industries. Events include the launch of Globant Enterprise AI v2.3, an agentic AI project with YPF to modernize supply chains, and an innovation program with LALIGA using AI Pods. Thought-leadership efforts such as the MIT Technology Review report and the Converge 2025 event reinforced its AI positioning. Today’s AI-based supply chain traceability solution with CMPC fits this pattern of applying AI to complex, real-world operations and compliance challenges.

Historical Comparison

+1.3% avg move · In the last five AI-tagged releases, GLOB’s average move was about 1.3%, with a mix of strong gains ...

AI

+1.3%

Average Historical Move AI

In the last five AI-tagged releases, GLOB’s average move was about 1.3%, with a mix of strong gains and a few declines, suggesting AI news often moves the stock but with variable direction.

AI news has progressed from platform upgrades and thought-leadership events to concrete deployments, such as supply chain and compliance transformations for large enterprises.

Market Pulse Summary

This announcement showcases Globant’s application of AI to complex supply chain and regulatory probl...

Analysis

This announcement showcases Globant’s application of AI to complex supply chain and regulatory problems, delivering traceability gains of up to 99.9% faster processing and near real-time reporting. It extends a history of AI initiatives into a concrete EUDR-compliant deployment for a global pulp and paper player. Investors may watch for additional clients, revenue disclosures tied to such solutions, and how this complements Globant’s existing AI platform and sector partnerships over time.

Key Terms

ai-based supply chain traceability, sap clean core, sap business technology platform, machine learning, +4 more

8 terms

ai-based supply chain traceability technical

"announced the successful deployment of an AI-based supply chain traceability and compliance solution"

AI-based supply chain traceability uses artificial intelligence to automatically track and record where products, parts and materials come from, how they move, and their current status across suppliers and logistics networks. Investors care because it helps companies spot delays, fraud, or quality problems earlier, cut waste and recall costs, and protect brand reputation—similar to combining a precise GPS with a predictive detective that reduces surprises and financial risk.

sap clean core technical

"Built on SAP Clean Core principles and SAP Business Technology Platform (SAP BTP)"

SAP Clean Core is a design approach that keeps a company's central enterprise software unchanged while placing custom features and add-ons outside the core system. Think of it like leaving a car's engine factory-original and attaching accessories to the roof rather than cutting into the engine. For investors, a clean core can reduce upgrade costs, lower technical risks, and make a business more agile, which can improve profit predictability and lower the chance of costly IT disruptions.

sap business technology platform technical

"Built on SAP Clean Core principles and SAP Business Technology Platform (SAP BTP)"

SAP Business Technology Platform is a cloud-based toolkit that helps companies collect, connect and analyze business data, build or extend applications, and automate processes across their software systems. Think of it as a central utility hub that lets different business apps share information and work together more efficiently; investors watch it because adoption affects a company’s ability to scale, cut operating costs, launch new services faster, and — for the platform provider — generate steady subscription revenue.

machine learning technical

"the solution automates document extraction and compliance workflows using Machine Learning and AI"

Machine learning is a set of computer programs that learn patterns from large amounts of data and improve their predictions or decisions over time, like a recipe that gets better each time it’s adjusted based on taste tests. For investors it matters because these systems can speed up analysis, spot trends or risks humans might miss, automate routine work, and potentially create competitive advantages or cost savings that affect a company’s performance.

european union's deforestation regulation regulatory

"helping CMPC ensure full adherence to the European Union's Deforestation Regulation (EUDR)"

A European Union rule that requires companies selling certain agricultural commodities in EU markets to prove those goods were not produced on land recently cleared of forests. Think of it like a cleanliness certificate for supply chains: companies must carry out checks, keep records and block risky suppliers, and investors care because it changes market access, adds compliance costs and creates legal and reputational risks that can affect a company’s future profits and stock value.

regulatory compliance regulatory

"Regulatory compliance is no longer a back-office function — it is a strategic capability"

Regulatory compliance is the process of ensuring that a company follows all applicable laws, rules, and standards set by government authorities or industry bodies. It is important to investors because it helps prevent legal penalties, financial losses, and reputational damage, contributing to the overall stability and trustworthiness of a business. Think of it as following the rules of a game to play fairly and avoid penalties.

real-time regulatory reporting regulatory

"enabling up to 99.9% faster processing and real-time regulatory reporting"

Real-time regulatory reporting is the immediate transmission of required financial, trading or compliance information to regulators as events occur, rather than hours or days later. For investors it matters because it increases transparency and reduces surprises—like getting live traffic updates instead of a delayed map—so market prices can reflect new facts more quickly and investors can better assess risk and company behavior.

scalable sap clean core architecture technical

"Scalable SAP Clean Core architecture, enabling long-term agility and secure document governance"

A scalable SAP clean core architecture is an IT design approach that keeps a company’s central SAP system free of heavy custom changes, pushing custom functions into separate, add-on modules or cloud services that can grow independently. For investors, this matters because a 'clean core' lowers upgrade and error risk, reduces ongoing IT costs, and makes it easier for a business to scale operations—like keeping a house’s foundation intact while adding flexible rooms on the outside.

AI-generated analysis. Not financial advice.

• The solution enables real-time reporting, automated document intelligence, and scalable regulatory compliance across global operations

NEW YORK, April 9, 2026 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced the successful deployment of an AI-based supply chain traceability and compliance solution for CMPC, a global pulp, paper, and packaging company operating in more than 45 countries.

Built on SAP Clean Core principles and SAP Business Technology Platform (SAP BTP), the solution automates document extraction and compliance workflows using Machine Learning and AI. The implementation reduced manual traceability processes from up to 12 days to just minutes (averaging around 3 minutes), enabling up to 99.9% faster processing and real-time regulatory reporting, helping CMPC ensure full adherence to the European Union's Deforestation Regulation (EUDR).

As sustainability regulations intensify globally, supply chain transparency has become a critical operational and reputational priority. The EU Deforestation Regulation requires companies and suppliers to demonstrate that products placed on the European market are not linked to deforestation or forest degradation, introducing significant compliance complexity for global manufacturers.

Key outcomes of the initiative include:

• Up to a 12-day reduction in manual traceability processes, shifting compliance validation from days to near real-time (averaging around 3 minutes), enabling up to 99.9% faster processing
• Real-time supply chain visibility and regulatory reporting, improving governance and oversight
• Full compliance with the EU Deforestation Regulation (EUDR), mitigating financial and reputational risk
• Scalable SAP Clean Core architecture, enabling long-term agility and secure document governance

"This new solution we developed with Globant enables us to collect information from various sources and demonstrate our commitment to a principle we firmly uphold: zero deforestation," said José Antonio Valdés, Digitalization Project Manager at CMPC.

"Regulatory compliance is no longer a back-office function — it is a strategic capability," said Santiago Noziglia, CEO of Consumer Goods & Manufacturing AI Studio at Globant. "By integrating SAP Clean Core with AI-powered automation, we helped CMPC transform regulatory pressure into operational advantage. This initiative sets a benchmark for intelligent, sustainable manufacturing."

The initiative positions CMPC as a leader in AI-enabled regulatory compliance within the pulp and paper industry and demonstrates how artificial intelligence can elevate sustainability, efficiency, and transparency simultaneously.

To learn more about the full case study, visit: https://more.globant.com/en/cmpc-supply-chain-efficiency-with-ai

__

About Globant

At Globant, we help organizations thrive in a digital and AI-powered future. Our industry-focused solutions combine technology and creativity to accelerate enterprise transformation and design experiences customers love. Through digital reinvention, our subscription-based AI Pods, and Globant Enterprise AI platform, we turn challenges into measurable business results and promised savings into real impact.

• We have more than 28,700 employees and are present in over 35 countries across 5 continents, working for companies like FIFA, Google, Riot Games, and Santander, among others.
• We were named a Worldwide Leader in Experience Design Services (2025), and previously recognized as a Worldwide Leader in AI Services (2023) by IDC MarketScape.
• We were featured as a business case study at Harvard, MIT, and Stanford.
• We are active members of The Green Software Foundation (GSF) and the Cybersecurity Tech Accord.
• We are global partners of Open AI, NVIDIA, AWS and Unity bringing world-class technology together to accelerate innovation across industries.

Contact: pr@globant.com

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For more information, visit www.globant.com.

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SOURCE Globant

FAQ

How much did Globant's solution reduce CMPC's manual traceability time (GLOB)?

It reduced manual traceability from up to 12 days to about 3 minutes, dramatically cutting latency. According to Globant, the implementation yields roughly 99.9% faster processing, enabling near real-time verification for supply chain records.

Does CMPC's new system ensure compliance with the EU Deforestation Regulation (GLOB)?

Yes — the system supports full compliance with the EU Deforestation Regulation by automating evidence collection. According to Globant, real-time reporting and automated document intelligence help CMPC demonstrate products are not linked to deforestation.

What technologies power the CMPC traceability solution deployed by Globant (GLOB)?

The solution uses SAP Clean Core principles, SAP Business Technology Platform, machine learning, and AI to automate workflows. According to Globant, these components enable secure document governance and scalable regulatory workflows across global operations.

What operational benefits does CMPC gain from Globant's AI traceability (GLOB)?

CMPC gains real-time supply chain visibility, faster governance, and automated compliance workflows for regulatory demands. According to Globant, these benefits translate into improved oversight and the ability to report to regulators in near real-time.

How does the Globant-CMPC deployment affect scalability and future governance (GLOB)?

The deployment provides a scalable SAP Clean Core architecture designed for long-term agility and secure document governance. According to Globant, the architecture supports expansion across operations while maintaining regulatory traceability and data control.