Log In Logística Intermodal S A : 2024 Institutional Presentation

Institutional Presentation

May, 2024

Important Disclosure

The forward-looking statements contained herein are subject to risks and uncertainties and may be altered due to, among other factors, market behavior, Brazil's economic and political situation, the logistics industry, international markets and legal and regulatory changes. Said forward- looking statements are entirely based on the Management's expectations of the Company's future performance and are not guarantees of results and creation of value for Log-In's shareholders. As such, this information should not be considered as an investment recommendation. Potential investors should conduct their own analyses and evaluations. In addition, these forward-looking statements are not necessarily updated and should only be taken into account on the dates when they were made. The Company does not accept any responsibility for any information provided by third parties herein.

1. I
2. I
3. I
4. I

Company Overview

Our Businesses

Business Environment

Financial Highlights

1. I
2. I
3. I

Strategic View

Intermodal Network

Evolution of bunker price

Company overview

Timeline

Foundation

Pre-Turnaround

Turnaround

Expansion Plan

	Founded by		Vale sold its controlling stake
	Vale		in the market
	Completed its		EISA shipyard files for
	IPO		bankruptcy

• Log-Instarts the turnaround
• Sale of bulk business
• Debt renegotiation with main banks
• Increase efficiency and profitability

• In NOV/19, Follow on (new market funding) R$ 634MM;
• Fleet Expansion: acquisition of 5 new vessels;
• TVV Lease Renewal (25 years), with modernization and strengthening of the Multipurpose Port;
• Integrated Solutions - New Business Opportunities;
• Implementation of the ESG Agenda;
• MSC: Public Share Offering (67% of the shares);

Adjusted EBITDA (R$ mm)

• TECMAR acquisition;
• TECMAR acquires the Oliva Pinto.

									597	584
							310	366
						248
					148
			-18	68
2007	2013	2015	2016	2017	2018	2019	2020	2021	2022	2023

Shareholders Structure

May 2024

¹SAS Shipping Agencies Services Sàrl, a wholly owned subsidiary of MSC Mediterranean Shipping Company S.A. Shareholding positions on total shares (107,306,486 shares).

Public information: number of shares in the last notice received from the shareholders.

Integrated Logistics Operator

Integrated Maritime Logistic Solution

1. Coastal Shipping

2nd largest brazilian shipping company

9 Vessels	8 Operational Vessels (Owned)
	1 Chartered

2. Terminal de Vila Velha (TVV)

Only Container Terminal in ES state

2048: Term of	350k TEUs /
Concession	year capacity

3. Intermodal Terminals

Services in 2 intermodal terminals

44k sqm warehouse area in Itajaí

5.5k sqm warehouse area in Guarujá

AM

Door to Door

solutions

Integrated logistic

assets

Southbound

	CE
		PE
	BA
	TVV	Solid
Guarujá		asset
	base
Terminal
ES
SP	RJ

Itajaí

Terminal PR

SC

RS

Northbound

Solid Financial Results

R$ 2,338.6 mm Net Revenues 2023

13.1 Net Revenues 2023 YoY Growth

R$583.9 mm Adjusted EBITDA 2023

-2.2% Adjusted EBITDA 2023 (YoY)

25% Adjusted EBITDA Margin 2023

R$4.2 bn Market Cap1

4. Road Cargo Transportation

Tecmar Transportes (South, Southeast and Northeast regions)

Oliva Pinto (North region)

Tecmar Transportes

Oliva Pinto

1 As of May 15, 2024

One of the Leading Companies

Main Players

Company	Cabotage	Controlling
	Capacity (TEU)	Shareholder

March 2024

33,958

24,700*

15,966

9.400

Key Advantages

Granted capacity to operate the feeder market

9 ships in operation and 1

under construction

Long-term

partnership with

key players

Transit

time

Weekly calls

Schedule

adherence

Scale

Reliability

Vessel

Continental availability network

Note: *Including MSC Belmonte III.

High entry barriers, mainly related to regulation and investment costs

Well Diversified Client Base Without Significant Concentration

Accumulated revenue breakdown by largest clients (as of 2023)	Exposure to different industries

Total revenues:					53%	56%
				50%
R$1,375.2 mm			46%
	41%
	36%
28%
18%

Coastal

Shipping	5	10	15	20	25	30	35	40
								# clients
	Total revenues:
	R$350.7 mm
				70%	73%	77%	79%	81%
			65%
		60%
	49%
Vila Velha
Terminal
(TVV)	5	10	15	20	25	30	35	40
								# clients

Electronics

Food and Beverages

Logistics

Metals and mining

Others

Our businesses