JSL S A : 1Q21 Institutional Presentation

Institutional Presentation 1Q21

May 2021

JSL IN NUMBERS

5 COUNTRIES

BRA, ARG,

CHI, URU, PAR	+600 CLIENTS
	with relationship
	long term

		86 distribution
+18.3 k	+17.9	centers
employees	operating assets	+139k m2
		Warehouse

+100 mil	+350
BRANCHES
Registered
in 24
truckers
Brazilian states

"People, our great differentiator"

OPERATIONAL

LEVERAGE AND

PROVEN

UNIQUE

RESILIENCE AND

PEOPLE AND

LEADERSHIP

HISTORY

CAPILLARITY

DIVERSIFICATION

CULTURE

TECHNOLOGY

19 years in the	24 years of	+350 branches in	16 operating	Team aligned	Intelligence at the
leadership of the	relationship with	all regions of	sectors	with culture	service of customers
sector1	the main	Brazil		and values,	and truck drivers that
	customers			committed to	allows2 to generate an
				the long term,	increase and
	History of			experience and	productivity, greater
	acquisitions in the			expertise	returns and
	last 13 years with				operational agility
	customer loyalty
	and growth

Notes: (1) According to Transporte Moderno magazine; (2) According to the Company's analysis	2

ONE-STOP-SHOP

The only company that operates in all parts of the production chain leveraging technology integrating with our customers

Technology that seeks efficiency in the use of assets and intelligence to the logistics process

TMS JSL	Operations Center
JSL's new transportation	Real-time monitoring of cargo
management system with state-of-	and assets aligned to risk
the-art technology focused on flow	management
efficiency and integration with our
clients

JSL App Increased visibility of cargo, efficiency in trip management, and benefits to truckers

3

3

UNDERSTAND TO SERVE

Board, Management and long-term clients

Seasoned Management team dedicated to company's development and innovation building long relationships with client

Board of Directors

Fernando Simões

Chairman

Denys Ferrez

Board Member

Antonio Barreto

Board Member

Gilberto Xandó

Independent

Germán Quiroga

Independent

Committees

• Audit
• Financial
• Sustainability
• Technology and inovation

135

managers

Company time¹

9 years	37 years		Ramon	Guilherme
(average)	(average)		Alcaraz	Sampaio
Age¹		CEO	CFO
46 years	72 years
(average)	(average)			36
		Age	54
+18.3 k	Company time	0,4	2

employees

24 years average of relationship with Top 10 clients

Pulp & Paper
64	15	7	2	30	3
Automotive
43	4	25	5	24	2
Food & Beverage
17	3	20	9	47	12

THE LARGEST CLIENT IS RESPONSIBLE FOR 11% OF REVENUES AND TOP 10 FOR 43%

Valmir	Eduardo	Luiz	Deives	Emerson	André
Filho	Pereira	Carminatti	Privatti	Cardoso	Bortolotto
Operations	Businesses	Operations	Operations	Operations	Operations
Director	Executive	Director	Director	VP of Fadel	Director of
(Forestry	irector	(Warehouse)	(Automotive)		Transmoreno
and Mining)	(General Cargo)
47	49	39	42	39	55
26	16	7	9	0,4	0,4

1. 9

1. 4

1. 9

Notes: (1) Average age of managers and general managers; (2) Non-statutory directors;

4

AVENUES OF GROWTH

Absolute leader with great growth potential

JSL is the absolute leader in the sector with 0.8% market share A huge opportunity for organic and inorganic growth.

4,2	Acquired companies

1,1			0,8%
	Market Sahre
						10 largest players hold
						approximately
						1.9% market share of the
3,1	1,3	1,2				3PL market in Brazil
0,9
			0,8	0,7	0,6
				0,6	0,5	0,4
	#2	#3	#4	#5	#6	#7	#8	#9	#10

(Net revenue of the top 9 outsourced logistics players in Brazil in 2019 in R$ bi)

JSL

Foundation

JSL IPO still in the

role of holding

Organic Growth

R$ 1.6 bn

of New Revenue contracted in 2021,

of which R$ 336 million to be realized in the year

Domestic Market

R$ 521 bn

of addressable market in Brazil

150 k cargo transporters

1.9 million

trucks

JSL becomes leader in the Brazilian road logistics sector

Company

International Market

5

5