SIMPAR (SIMH3) Corporate presentation summary

Strategic evolution and business model

• Developed into one of Brazil's largest business groups with a diversified portfolio in logistics, mobility, and infrastructure, supported by a culture of independent management and strong governance.

• Operates through seven independent companies, each with dedicated management, serving essential sectors and leveraging scale and synergies.

• Five listed companies on Novo Mercado, with a robust governance structure and a focus on sustainable value creation.

• Emphasizes agility, efficiency, and disciplined capital allocation to drive transformation and long-term growth.

• Maintains a strong presence in Brazil and internationally, with operations in 10 countries and over 57,000 employees.

Financial performance and capital structure

• Achieved R$48.8 billion in gross revenue and R$13.3 billion in EBITDA (2Q26 LTM), with a 23% CAGR in revenue since 2009.

• Net income was slightly negative at -R$81 million, but EBITDA margin improved to 36.7%.

• Net debt/EBITDA reduced to 2.8x, the lowest level since IPO, reflecting disciplined deleveraging and strong cash generation.

• Maintains robust liquidity with R$15.3 billion in cash and undrawn credit lines, and an average debt maturity of 3.8 years.

• Individual subsidiaries have independent capital structures and credit ratings, minimizing risk correlation across the group.

Operational highlights and segment performance

• JSL: Net revenue of R$2.5 billion (+5% y/y), EBITDA margin of 20.4%, and ROIC of 14.6%.

• Movida: Record net revenue (R$1.7 billion, +22% y/y), EBITDA (R$136 million, +101% y/y), and net income (R$3.8 billion, +2% y/y); improved utilization and customer satisfaction.

• Vamos: Net revenue of R$1.6 billion (+11% y/y), EBITDA of R$972 million (+8% y/y), and net income of R$101 million (+22% y/y); strong fleet occupancy and asset sales.

• Automob: Net revenue of R$3.5 billion (+12% y/y), adjusted EBITDA of R$138 million (+25% y/y), and significant margin improvements in agriculture and machinery.

• CSInfra: Net revenue from services up 223% y/y, EBITDA up 530% y/y, driven by asset maturation and operational efficiency.

• BBC: Net financial intermediation income of R$127 million (+30% y/y), with a portfolio of R$2.7 billion and below-market delinquency rates.