Rumo (RAIL3) Investor presentation summary

Business overview and market position

• Largest independent railway logistics operator in Brazil, with 13,500 km of railway lines and operations in 9 states and 500 municipalities.

• Listed on B3 Novo Mercado with a market cap of BRL 30 billion and included in major sustainability and stock indices.

• Operates 1,200 locomotives and 33,000 railway cars, transporting 84 billion RTK annually.

• Employs 8,000 people and manages 10 transhipment terminals.

Corporate structure and governance

• Major shareholders include Cosan S.A. (30% economic interest), GIC, Blackrock, and Capital Research.

• Governance includes a Board of Directors, Fiscal Council, and multiple specialized committees.

Asset portfolio and operations

• Strategic assets include Malha Norte, Malha Paulista, Malha Central, Malha Oeste, and Malha Sul, with long-term concessions and renewals.

• Portfolio supports diversified cargo: grains, sugar, fertilizers, containers, fuel, wood, pulp, paper, construction, steel, and mining.