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JSL DIGITAL JSL SJSL SOFIEAGA MADA NSRIES 1117 PAD M E JSL ENTENDER PARA ATENDER TPCR Rodomeu IC FSJ MARVEL TRUCKPAD TRANSPORTES EARNINGS PRESENTATION 2Q26 INTRALOG UMA EMPRESA DO GRUPO SIMPAR
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70 YEARS: THE LARGEST AND MOST COMPLETE LOGISTICS SERVICES PORTFOLIO IN BRAZIL. / RE - LISTING JSL / FOUNDATION 2026 2020 to 2025 1956 FOUNDATIONS PREPARED FOR A NEW CYCLE / IPO JSL ( Current Simpar ) 2010 ACQUISITIONS 2025 CREATION OF INDEPENDENT COMPANIES THE ORGANIC AND ACQUISITION - DRIVEN TRANSFORMATION OF THE COMPANY'S SCALE, WHICH RESULTED IN THE CREATION OF THREE COMPANIES. 01 GROSS REVENUE 2Q26 LTM R$ 11.6 bi Market leadership since 2001 demonstrates discipline in strategy execution and long - term client relationships . Accumulated knowledge that enables the proposal of customized solutions for clients . Experienced people aligned with the culture A track record of execution supports long - term client relationships and a high level of cross - selling . + 9 years Average tenure at the company + 34 K People + 340 Managers EBITDA aj. 2Q26 LTM R$ 2.0 bi PEOPLE +251% VS 3Q20 LTM +346% VS 3Q20 LTM
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2Q26 HIGHLIGHTS 02 1 – CASH GENERATION AFTER INTEREST PAYMENTS, RIGHT - OF - USE LEASES, AND BUSINESS ACQUISITIONS. 2 – EXCLUDES THE MIGRATION OF GRAIN TRANSPORT OPERATIONS FROM GROSS SERVICE REVENUE. 3 – EXCLUDES INTENTIONAL REDUCTIONS OF UNPROFITABLE CONTRACTS FROM GROSS SERVICE REVENUE. GROSS SERVICE REVENUE GROWTH RESUMED, REACHING + 10 . 4 % Y EAR - OVER - YEAR , EXCLUDING STRATEGIC REDUCTIONS OF UNPROFITABLE CONTRACTS OVER RECENT QUARTERS . FUTURE REVENUE : R $ 2 . 0 BILLION IN NEW CONTRACTS SIGNED IN 2 Q 26 , TO BE IMPLEMENTED OVER THE COMING QUARTERS, WITH AN AVERAGE TERM OF 60 MONTHS . 4 TH CONSECUTIVE QUARTER OF CASH GENERATION¹ — AMOUNTING TO R $ 164 MILLION IN 2 Q 26 — CONTRIBUTES TO A 0 . 5 X REDUCTION IN LEVERAGE, WHICH REACHED 2 . 7 X FOR THE QUARTER . ADJUSTED NET INCOME TRIPLES IN THE QUARTER, UP 366 % QUARTER - OVER - QUARTER, REFLECTING THE FOCUS ON OPERATIONAL EFFICIENCY AND PROFITABILITY . DEDICATED SERVICES : 10 . 0 % YOY GROWTH, COMPRISING 22 . 0 % YOY FOR CONTRACTED CARRIERS AND THIRD PARTIES AND 5 . 2 % YOY FOR THE OWNED FLEET . JSL DIGITAL : 42 . 3 % YOY GROWTH IN GROSS SERVICE REVENUE, DRIVEN BY PLATFORM SCALABILITY AND MATURITY INTRALOG : 100 % INDEPENDENT COMPANY WITH A DEDICATED STRUCTURE FOR THE NEW COMPANY . INITIATION OF THE SEPARATION OF FLEET , THIRD - PARTY, AND DIGITAL OPERATIONS INTO INDEPENDENT COMPANIES, FOCUSING ON OPERATIONAL EFFICIENCY GAINS AND CUSTOMER PROXIMITY .
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INTRALOG FLEET AGGREGATES & THIRD PARTIES DEDICATED SERVICES R$ 1.5 bi - 1.6% vs 2Q25 R$ 255 mi +3.2% vs 2Q25 20.4 % +1.0 p.p . vs 2Q25 EBITDA MARGIN EBITDA GROSS REVENUE R$ 654 mi +8.0% vs 2Q25 R$ 97 mi +5.7% vs 2Q25 17.8 % - 0.2 p.p . vs 2Q25 EBITDA MARGIN EBITDA GROSS REVENUE R$ 2.1 bi +1.2% vs 2Q25 R$ 352 mi +4.0% vs 2Q25 19.6 % +0.7 p.p . vs 2Q25 EBITDA MARGIN EBITDA GROSS REVENUE R$ 227 mi +60.3% vs 2Q25 R$ 14 mi - 15.9% vs 2Q25 7.9 % - 7.1 p.p . vs 2Q25 EBITDA MARGIN EBITDA GROSS REVENUE R$ 611 mi +7.5% vs 2Q25 R$ 120 mi - 9.5% vs 2Q25 22.9 % - 4.4 p.p . vs 2Q25 EBITDA MARGIN EBITDA GROSS REVENUE DIGITAL CONSOLIDATED RESULTS 2Q26: JSL: PORTFOLIO EVOLUTION AND CONTRACT QUALITY BUILDING A SOLID FOUNDATION FOR A NEW LEVEL OF PROFITABILITY. R$ 2.9 bi + 5.5 % vs 2Q25 GROSS REVENUE R$ 494 mi EBITDA aj . 14.6 % ROIC (running rate) 19.8 % EBITDA MG. aj . R$ 30 mi NET PROFIT aj . 2Q26 RESULTS FOR JSL UNITS AND INTRALOG: 1 3 2 03 + 5.3 % vs 1Q26 + 0.4 % vs 2Q25 + 4.8 % vs 1Q26 - 0.9 p.p. vs 2Q25 - 0.1 p.p. vs 1Q26 - 16.7 % vs 2Q25 + 366.1 % vs 1Q26 + 0.1 p.p. vs 2Q25 0.0 p.p. vs 1Q26 DEDICATED SERVICES ASSET LIGHT MODEL FULLY INDEPENDENT COMPANY WITH A 100% DEDICATED STRUCTURE
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04 DEDICATED SERVICES: CUSTOMIZED FOR EACH CLIENT 1 Key Sectors (% Net Revenue ) 28% 19% 5%12% 15% 4% 8% 8% GROSS REVENUE 2Q26 +4.0 % vs. 2Q25 R$ 352 m i 19.6% (+0.7 p.p . vs. 2Q25) EBITDA Margin : +1.2 % vs. 2Q25 R$ 2.1 b i CAGR (2023 – 2Q26)¹ ROIC 12 % 13 % EBITDA | EBITDA Margin 2Q26 A 1 . 2 % increase compared to Q 2 2025 , driven by the automotive and steel/mining sectors . Excluding the intentional reduction of unprofitable contracts and the migration of grain volumes from the historical baseline, growth was 9 . 4 % compared to Q 2 2025 . Significant new contracts in the pulp and paper, fuel, consumer goods, and food and beverage segments . FOOD & BEVERAGE AUTOMOTIVE PULP & PAPER OTHERS STEEL AND MINING E - COMMERCE CONSUME R GOODS CHEMICALS 2Q25 2Q26 2Q25 2Q26 +12% +14% 2Q25 2Q26 2Q25 2Q26 +33% +29% AUTOMOTIVE STEEL AND MINING E - COMMERCE Sector Growth (% Gross Revenue ) CHEMICALS OPERATIONS CARRIED OUT WITH FLEET OR THROUGH THIRD PARTIES AND OPERATORS CULTURE AND PEOPLE AS A COMPETITIVE ADVANTAGE: OVER 19,000 EMPLOYEES AND A LEADERSHIP TEAM OF MORE THAN 230 MANAGERS DEVELOPED IN - HOUSE (WITH AN AVERAGE TENURE OF OVER 10 YEARS). + 10 Anos Tempo médio de empresa + 19 mil Funcionários + 230 Gerentes • 3 Edições • 27 Pessoas contratadas • + 6 Mil horas de treinamento
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FLEET CUSTOMIZED EQUIPMENT AND LONG - TERM CONTRACTS • Revenue decreased by 1 . 6 % compared to 2 Q 25 , primarily due to the exit from contracts with profitability levels below the Company's established standards . Excluding this factor, growth was 4 . 1 % versus 2 Q 25 . • This sector also includes the new contract valued at over R $ 1 . 0 billion — among others — with a ramp - up scheduled for the coming quarters . • Operations in this segment rely on fleets that are increasingly being leased, aligning with JSL’s operational profile as a logistics provider . • Current market conditions favor the expansion of this business, driven by investment and/or credit capacity and the proven quality of implementation and operational execution . PREDICTABILITY SPECIALIZATION CUSTOMIZATION GROSS REVENUE 2Q26 R$ 1.5 bi - 1.6 % vs. 2Q25 EBITDA 2Q26 R$ 255 mi +3.2 % vs. 2Q25 EBITDA MG. 2Q26 20.4 % +1.0 p.p . vs. 2Q25 05 High - productivity, uninterrupted transport operations with high SLA levels, supported by a specialized fleet, technology, operational standardization, and qualified teams, ensuring efficiency, scale, and cost predictability . FEATURES
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FROTA PRÓPRIA OPERAÇÃO VIA COMPRA OU ALUGUEL DOS ATIVOS 8 . 0 % growth vs . 2 Q 25 . This unit absorbed the migration of the grains segment to the digital business unit . Excluding these effects from the historical base, growth was 20 . 9 % vs . 2 Q 25 . FLEXIBILITY EFFICIENCY SCALABILITY AGGREGATES AND THIRD PARTIES LONG - TERM CONTRACTS WITH CUSTOMIZED, DEDICATED, AND FLEXIBLE OPERATIONS . 06 Transportation operations featuring high SLA levels and multi - sector service delivery based on an asset - light model (utilizing contracted owner - operators and third - party carriers), ensuring operational flexibility, scalability, efficiency, and lower operating costs . Flexibility to handle demand fluctuations without impacting the customer, allowing for rapid capacity adjustments to accommodate new volumes, routes, and seasonal variations — all supported by a qualified network of contracted owner - operators and third - party carriers operating under consistent safety, SLA, and governance standards . FEATURES GROSS REVENUE 2Q26 R$ 654 mi +8.0 % vs. 2Q25 EBITDA 2Q26 R$ 97 mi +5.7 % vs. 2Q25 EBITDA MG. 2Q26 17,8 % - 0.2 p.p . vs. 2Q25
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OPERATIONS WITH SEASONALITY WITHIN THE MONTH 2 FROTA PRÓPRIA R$ 238 mi Mg. EBITDA: 19,2% ( - 1,6 p.p. vs 1T25) EBITDA R$ 1,4 bi - 2,6% vs 1T25 RECEITA BRUTA TERCEIROS R$ 79 mi Mg. EBITDA: 16,2% (+0,2 p.p. vs 1T25) EBITDA R$ 583 mi - 0,1% vs 1T25 RECEITA BRUTA R$ 316 mi Mg. EBITDA: 18,4% ( - 1,1 p.p. vs 1T25) EBITDA R$ 2,0 bi - 1,9% vs 1T25 RECEITA BRUTA SERVIÇOS DEDICADOS 1 Key Sectors (% Net Revenue ) 28% 15% 13% 13% 13% 10% 9% GROSS REVENUE 2Q26 - 15.9 % vs. 2Q25 R$ 14 m i 7.9% ( - 7.1 p.p . vs. 2Q25) EBITD Margin¹: +60.3 % vs. 2Q25 R$ 227 m i CQGR (2023 – 2Q26)² ROIC 30 % 15 % EBITDA | EBITDA Margin 2Q26 Growth of 60 . 3 % in 2 Q 26 , a growth avenue driven primarily by the e - commerce, steel and mining, and chemicals sectors . We also saw the migration of grain transport operations to JSL Digital . Excluding this effect, net revenue grew by 41 . 0 % compared to 2 Q 25 . JSL Digital’s EBITDA reached R $ 17 . 3 million in 2 Q 26 , with a margin of 10 . 6 % ( - 4 . 4 p . p . vs . 2 Q 25 ), excluding the aforementioned grain migration effects — operations that naturally carry lower margins due to the lower level of specialization and competition from other transport modes . Operations carried out entirely using independent drivers and small fleet owners . We handle spot operations for recurring clients, offering flexibility regarding cargo types and volumes . These services enhance value generation per client and strengthen relationships with shippers . E - COMMERCE AUTOMOTIVE CONSUMERS GOODS FOOD & BEVERAGE STEEL AND MINING CHEMICALS OTHERS 07 2Q25 2Q26 2Q25 2Q26 +43% +77% 2Q25 2Q26 2Q25 2Q26 +265% +75% E - COMMERCE CHEMICALS STEEL AND MINING AUTOMOTIVE SECTOR GROWTH (% Gross Revenue )
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FULLY INDEPENDENT COMPANY FOCUSED ON THE WAREHOUSING AND INTRALOGISTICS MARKET. 08 +2.4 mi SQM UNDER MANAGEMENT +15 K PEOPLE 14 STATES +137 OPERATIONS + 9 Years Average tenure at the company + 100 Managers +87 CLIENTS + 6 Directors + 10 Years Average tenure at the company • Dedicated and multi - client distribution center operations • Bonded and specialized warehouses • Inventory management with WMS • Picking, packing, cross - docking, and dispatch • E - commerce fulfillment • Reverse logistics • Internal material handling at customer plants (in - house) • Production line supply (line feeding) and kitting • Inventory management • Internal milk run • Reverse logistics WAREHOUSING INTRALOGISTICS PEOPLE AND TECHNOLOGY AS OUR GREATEST DIFFERENTIATOR. LOGISTICS SERVICES PORTFOLIO
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3 Key Sectors (% Net Revenue ) 33% 15% 13% 13% 7% 7% 6% 6% GROSS REVENUE 2Q26 - 9.5 % vs. 2Q25 R$ 120 m i 22.9% ( - 4.4 p.p . vs. 2Q25) EBITDA Margin : +7.5 % vs. 2Q25 R$ 611 m i CAGR (2023 – 2Q26)¹ ROIC 17 % 20 % EBITDA | EBITDA Margin 2Q26 Growth of 7 . 5 % vs . 2 Q 25 , with emphasis on the automotive and food and beverage sectors, supported by the Company's already consolidated structure, through cross - selling and attracting new customers in sectors in which we already operate . CONSUMER GOODS AUTOMOTIVE FOOD & BEVERAGE PULP & PAPER AIRPORT STEEL & MINING PUBLIC CHEMICALS OTHERS 09 2Q25 2Q26 2Q25 2Q26 +6% +14% 2Q25 2Q26 2Q25 2Q26 +53% +29% AIRPORT AUTOMOTIVE PUBLIC Sector Growth (% Gross Revenue ) STEEL AND MINING The signing of new contracts was concentrated in the chemicals and retail/e - commerce segments this quarter . NEW CONTRACTS R$ 8 mi ADDED ROB/MONTH AVERAGE TERM: 37 MONTHS R$ 313 mi 99% CROSS SELLING 1% NEW CLIENTS TOP 1 CLIENT: ~7% TOP 5 CLIENTS: ~25% AVERAGE RELATIONSHIP TIME: + 10 YEARS SHARE OF GROSS REVENUE
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GROWTH IN THE WAREHOUSING AND INTRALOGISTICS MARKET 10 COMBINED EXPERTISE OF TPC AND JSL TECHNOLOGY AND OPERATIONAL SYNERGIES NEW SOLUTIONS AND OPTIMIZATION PROGRAM FOR CUSTOMERS E - COMMERCE AS A DRIVER OF EXPANSION IN RETAIL TRANSFORMATION CROSS - SELLING AMONG GROUP COMPANIES REDUCTION OF LOGISTICS COSTS FOR CUSTOMERS DISCIPLINED CAPITAL ALLOCATION
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NEW CONTRACTS * JSL Digital does not operate under a long - term contract model, due to its business profile. 2Q26 R $ 2 , 0 bi in contracts with an average term of 60 months, being 71 % new clients . • This revenue stream will be fully implemented starting in the second quarter of 2027 . It will represent approximately R $ 33 million in additional monthly revenue (+ 3 % – contracted growth) . 84% 16% JSL DEDICATED SERVICES INTRALOG DEMONSTRATE QUALITY, EFFICIENCY, AND OPERATIONAL SAFETY. NEW CONTRACTS AND SERVICE EXPANSION FOR EACH CLIENT , A DIFERENT JSL New Clients +5 +1 Retail +1 Automotive +1 Food & Beverage +1 Technology +1 Pulp & Paper INTRALOG JSL DEDICATED SERVICES R$ 8 mi ADDED ROB/MONTH AVERAGE TERM: 37 MONTHS R$ 26 mi ADDED ROB/MONTH AVERAGE TERM: 64 MONTHS R$ 313 mi 99% CROSS SELLING 1% NEW CLIENTS R$ 1.7 bi 16% CROSS SELLING 84% NEW CLIENTS CONTRACT RENEWAL ORGANIC TURNOVER RATE¹ +97% 1 1 DISCONTINUED CONTRACTS RESULTED IN A REDUCTION OF ~ R $ 150 MILLION . ( 5 % OF 2 Q 25 GROSS REVENUE) . THE RENEWAL RATE WAS 93 % DUE TO CONTRACTS DISCONTINUED BY DISCIPLINE IN PRICING . VARIATION IN KEY SECTORS 2Q25 2Q26 2Q25 2Q26 AUTOMOTIVE E - COMMERCE +34% +33% THE STRATEGIC EXIT FROM CONTRACTS FOCUSED ON SPECIFIC SECTORS: 2Q25 2Q26 2Q25 2Q26 +21% +16% STEEL AND MINING CHEMICALS 2Q25 2Q26 2Q25 2Q26 PULP AND PAPER AGRIBUSINESS KEY GROWTH SECTORS - 70% - 15% 1 – disregarding intentional demobilizations .
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OPERATING MARGINS STILL IMPACTED BY INTENTIONAL DEMOBILIZATIONS WITHIN THE TARGETED CONTRACT PORTFOLIO RECYCLING PROCESS. DIVERSIFICATION OF SECTORS AND SERVICES 1 2 310 269 305 13.0% 11.3% 12.2% 2Q25 1Q26 2Q26 EBIT Margin 2,382 2,373 2,499 2Q25 1Q26 2Q26 Adj. Net Profit 1/2/3 (R$ mn) ROIC Running Rate (%) 14.5% 14.6% 14.6% 2Q25 LTM 1Q26 LTM 2Q26 LTM Net Revenue (R$ mn) Adj. EBIT 1/2/3 (R$ mn) | Adj. EBITDA MARGIN 1/2/3/4 (%) LARGEST CLIENT ACCOUNTS FOR ~10% OF REVENUE, DISTRIBUTED ACROSS MORE THAN 15 ACTIVE CONTRACTS Adj. EBITDA 1/3/4 (R$ mn) | Adj. EBITDA Margin 1/3/4 (%) 492 471 494 20.6% 19.9% 19.8% 2Q25 1Q26 2Q26 EBITDA Margin 36 7 30 2Q25 1Q26 2Q26 +4.9% +0.4% ¹ The figure excludes the effect of the write - off of fair value allocated to the cost of asset sales, adjusted by R$6.8 million in EBITDA and EBIT and R$4.5 million in Net Profit. |² R$19.1 million adjustment in EBIT and R$12.6 million in Net Profit was ma de to exclude the amortization of goodwill/fair value. |³ Adjusted by R$167.3 million in EBIT and EBITDA and R$134.2 million in Net Profit related to the reprovisioning of the S System over the last three quarte rs. | 4 Calculated based on Net Revenue. FOOD AND BEVERAGE AUTOMOTIVE PULP AND PAPER CONSUMER GOODS STEEL AND MINING E - COMMERCE OTHERS CHEMICALS 24% 18% 13% 11% 9% 8% 9% 8% 50% 22% 21% 7% SECTORS SERVICES DEDICATED SERVICES - OWN FLEET DEDICATED SERVICES - THIRD PARTIES INTRALOG JSL DIGITAL - 1.6% - 16.8% +5.3% +4.8% +13.5% +366.2%
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1 3 (R$ mn) 2Q25 1Q26 2Q26 Gross Debt 7,144.3 6,910.8 6,892.0 Cash and Investments 1,353.7 1,437.0 1,492.4 Net debt 5,790.6 5,473.9 5,399.5 LTM EBITDA¹ 1,822.2 1,969.3 1,967.4 LTM EBITDA - A 2,192.5 2,215.0 2,194.4 Financial Indicators - Covenants 2Q25 1Q26 2Q26 Covenants Net debt/EBITDA - A 2.64x 2.47x 2.46x Less than 3.5x EBITDA - A / Net Financial Result 2.60x 2.44x 2.44x Greater than 2x Net Debt / EBITDA¹ 3.18x 2.78x 2.74x N/A 1 - Excluding the effects of Sistema S. AMORTIZATION SCHEDULE R$ mn CORPORATE CREDIT RATING AA(bra) - brAA+ BB - National Global Stable Stable Outlook AA+.br Stable - 5,791 5,734 5,639 5,474 5,400 824 801 807 918 916 3.2x 3.0x 2.9x 2.8x 2.7x 3.6x 3.5x 3.3x 3.2x 3.2x 2Q25 3Q25 4Q25 1Q26 2Q26 Net Debt Right-of-use lease payments Net Debt/EBITDA1 Debt Net + Right of use lease payments/ EBITDA¹ CASH GENERATION AND RESULTS SUPPORT DELEVERAGING POTENTIAL EXECUTION OF THE STRATEGIC PLAN: 1,492 896 1,020 1,141 1,438 1,649 748 CASH 2026 2027 2028 2029 2030 2031 233 Available committed credit lines of R$233 million • Average net debt term of 4.0 years • Sufficient liquidity to meet debt obligations unti l November 2027 • Sources of liquidity = 1.4x short - term debt NET DEBT AND LEVERAGE
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1 4 Free cash flow after growth of R $ 164 million , already including interest payments, right - of - use lease payments and acquisitions . Cash Flow – 2Q26 (R$ mn) EBITDA R$ 486 Working Capital ( - ) - R$ 35 Cost of Asset Sales (+) + R$ 87 Renewal and other CAPEX ( - ) - R$ 36 Income tax and non - cash items (+) + R$ 6 Operating Cash Flow R$ 508 Expansion Capex ( - ) - R$ 25 Post - Growth Free Cash Flow R$ 483 Debt raised (+) + R$ 56 Principal amortization ( - ) - R$ 164 Interest paid ( - ) - R$ 156 Right - of - use lease payments ( - ) - R$ 100 Payment for company acquisitions ( - ) - R$ 63 Other Investments ( - ) - R$ 1 Change in cash + R$ 55 Cash at the beginning of the period R$ 1,437 Cash at the end of the period R$ 1,492 56.3% Free Cash Flow Yield Cash flow after growth – LTM *(Market data and indicators as of August 07, 2026) ABILITY TO FUND GROWTH OPERATING CASH GENERATION R$ 861 million over the last twelve months
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FROM ASSET OWNER TO OPERATOR 164 126 183 117 29 69 153 116 18 69 151 94 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 Gross CAPEX (Asset Purchases) Gross Additions of Leased Vehicles (Right-of-Use Assets) GROSS REVENUE FROM ASSET SALES GROSS CAPEX + LEASE ADDITIONS PER QUARTER - 152 - 24 - 23 264 175 258 164 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 FREE CASH FLOW 100 108 120 103 104 92 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 Already includes interest payments, lease payments, and acquisitions 3.3x 3.2x 3.0x 2.9x 2.8x 2.7x 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 ADJUSTED LEVERAGE¹ 1 – Excluding the effects of the S System. NET CAPEX 65 18 63 15 - 75 - 23 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 15
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JB HUNT XPO CH Robinson FEDEX JSL Comparable 1 Comparable 2 Comparable 3 Comparable 4 CAGR (Last 5 years) 23.4% 3.7% 4.7% - 2.3% 2.1% LTM 2Q26 GROWTH (Gross Revenue) +2.8% 5.3% 7.1% - 0.1% 7.7% LTM 2Q26 EBITDA MARGIN 20.3% 13.2% 15.0% 6.0% 10.4% ROIC 14.6% 12.1% 9.4% 20.6% 4.4% EV/EBITDA 3.7x 15.8x 21.4x 18.9x 7.9x P/E 21.2x 37.1x 49.7x 26.3x 13.4x 1 – Comparisons with market peers, based on LTM 2 Q 26 , are for informational purposes only and do not constitute an investment recommendation or guarantee of future returns . 2 – Data collected on 08 / 07 / 2026 . Market estimates not prepared or validated by JSL and subject to change without prior notice . The Company is not responsible for the accuracy of such information . 3 – Names omitted in accordance with CVM Resolution 44 / 21 practices . 4 – Comparable logistics companies listed in the United States, selected based on operational similarity and availability of public data . 5 – This presentation may contain forward - looking statements subject to risks and uncertainties . Actual results may differ materially due to factors beyond the Company’s control . JSL COMPARED TO GLOBAL INDUSTRY PEERS BENCHMARK IN FINANCIAL METRICS 1 6 JB HUNT XPO CH Robinson FEDEX
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A MARKET ENVIRONMENT THAT REINFORCES JSL’S COMPETITIVE ADVANTAGES, TOGETHER WITH CONSISTENT CASH GENERATION THAT SUPPORTS GROWTH AND ACCELERATES DELEVERAGING . FOCUS ON RESUMING GROWTH WITH QUALITY, PROFITABILITY DISCIPLINE, AND EFFICIENCY IN CAPITAL ALLOCATION. INITIATION OF THE SEPARATION OF FLEET, OWNER - OPERATOR/THIRD - PARTY, AND DIGITAL OPERATIONS, FOCUSING ON THE CREATION OF INDEPENDENT COMPANIES TO FOSTER THEIR OPERATIONAL DEVELOPMENT AND CUSTOMER RELATIONSHIPS. FOCUS ON CASH GENERATION, CONTRIBUTING TO THE COMPANY'S DELEVERAGING. NEW EXPANSION CYCLE DIGITAL TRANSFORMATION AS A DRIVER OF SCALE AND PRODUCTIVITY 1 7 PROJECTED GROSS SERVICE REVENUE OF R$ 21.4 BILLION AND EBITDA OF R$ 3.7 BILLION IN 2030, REINFORCING CONFIDENCE IN PROFITABLE GROWTH UNDERPINNED BY THE COMPANY'S BUSINESS MODEL ENSURE THE IMPLEMENTATION OF NEW CONTRACTS THAT WILL CONTRIBUTE TO MARGIN EXPANSION IN THE COMING QUARTERS. INTRALOG: FOCUS ON GROWTH, DRIVEN BY CROSS - SELLING AND NEW CLIENTS, LEVERAGING EXPERTISE ACROSS VARIOUS ECONOMIC SECTORS. CLIENTS SEEK SECURITY AND RELIABILITY IN THE HANDLING OF THEIR SUPPLY CHAINS. CURRENT MARKET CONDITIONS HIGHLIGHT KEY DIFFERENTIATORS SUCH AS STABILITY, FINANCIAL STRENGTH, TRACK RECORD, AND QUALITY OF EXECUTION.
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Aviso Legal Algumas das afirmações e considerações aqui contidas constituem informações adicionais não auditadas ou revisadas por auditoria e se baseiam nas hipóteses e perspectivas atuais da administração da Companhia que podem ocasionar variações materiais entre os resultados, performance e eventos futuros . Os resultados reais, desempenho e eventos podem diferir significativamente daqueles expressos ou implicados por essas afirmações, como um resultado de diversos fatores, tais como condições gerais e econômicas no Brasil e outros países, níveis de taxa de juros, inflação e de câmbio, mudanças em leis e regulamentos e fatores competitivos gerais (em bases global, regional ou nacional) . Dessa forma, a administração da Companhia não se responsabiliza pela conformidade e precisão das informações adicionais não auditadas ou revisadas por auditoria discutidas no presente relatório, as quais devem ser analisadas e interpretadas de forma independente pelos acionistas e agentes de mercado que deverão fazer suas próprias análises e conclusões sobre os resultados aqui divulgados . RELAÇÕES COM INVESTIDORES +55 (11) 2377 - 7178 ri@jsl.com.br ri.jsl.com.br Q&A