Sociedad Matriz Saam S.a. · BCS:SMSAAM

Sociedad Matriz Saam — Investor Presentation (August 2026)

24 slides from Sociedad Matriz Saam's investor presentation, Aug 21, 2026

  1. Slide 1: Investor Meeting

    Investor Meeting August 21, 2026 1

  2. Slide 2: Disclaimer

    Disclaimer This presentation provides general information about Sociedad Matriz SAAM S.A. ("SM SAAM") and related companies. It contains summarized information and does not purport to be complete. It is not intended to be considered as advice to potential investors. No representations or warranties,

  3. Slide 3: Agenda

    Agenda 01 An Introduction to SM SAAM History and Overview 02 Milestones and Results 2nd Quarter and First Half of 2026 03 SAAM Towage Business Model and Key Value Drivers 04 Q&A 3

  4. Slide 4: Introduction

    Milestones and Introduction Results SAAM Towage Q&A Following the sale of its port and logistics operations, SM SAAM refocused its portfolio on two core businesses: Towage (SAAM Towage) and Air Cargo Logistics (Aerosan). In these sectors, we have significant growth opportunities, extensive experienc

  5. Slide 5: 64 Years in Business

    Milestones and Introduction Results SAAM Towage Q&A 64 Years in Business SAAM was founded in 1961 and has established itself as a major player in the towage and airport logistics services sectors in the Americas. Throughout its history, SAAM has experienced steady growth. Founding of Sud Americana S

  6. Slide 6: Introduction

    Milestones and Introduction Results SAAM Towage Q&A SM SAAM added to Dow Acquisitions of Ian Taylor, Acquisition of 100% of Commissioning of Jones Sustainability Index Standard Towing and Aerosan electric tugs in Vancouver Chile Davies Tugboats 2019 2021 2023 2026 2016 2020 2022 2024 Closure of sale

  7. Slide 7: Historical Dividends

    Milestones and Introduction Results SAAM Towage Q&A Historical Dividends From 2012 to 2025, MUS$787 has been distributed, with an average payout ratio of 64% 250 80 59 47 48 42 37 34 35 34 30 31 30 29 50 50 50 50 54 59 59 59 60 60 100 50 100 100 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

  8. Slide 8: SM SAAM Today

    Milestones and Introduction Results SAAM Towage Q&A SM SAAM Today 12 3 countries countries +100 8 ports airports Fleet of ~37,000 m 2 203 of warehouses tugs +162,000 +447,000 maneuvers (LTM) metric tons handled (LTM) • Harbour Towage • Cargo Handling • Terminal Towage • Ground Handling Largest opera

  9. Slide 9: Milestones and Results

    Introduction Milestones and SAAM Towage Q&A Results Sales EBITDA Net Income US$ 171 US$ 53 US$ 18 2Q26 million million million +11% vs. 2Q25 +4% vs. 2Q25 -17% vs. 2Q25 Milestones and Results US$ 333 US$ 103 US$ 38 6M26 million million million +10% vs. 6M25 +3% vs. 6M25 -6% vs. 6M25 • Purchased remai

  10. Slide 10: Revenue and EBITDA

    Introduction Milestones and SAAM Towage Q&A Results Revenue and EBITDA Revenue (MUS$) +43% 632 662 578 540 462 2022(1) 2023(1) 2024 2025 UDM EBITDA (MUS$) The growth strategy in +49% towage and air logistics 217 220 has resulted in 188 147 160 consistent expansion of revenue and EBITDA in recent yea

  11. Slide 11: Healthy financial ratios and robust liquidity position

    Introduction Milestones and SAAM Towage Q&A Results Healthy financial ratios and robust liquidity position Net Financial Debt (MUS$) Equity-to-Asset Ratio (times) 426 438 0,6x 0,6x 0,6x 0,5x 0,5x -12 2022 2023 2024 2025 Jun 26 Financial Debt Cash Net Financial Debt Debt Repayment Schedule (MUS$) (1)

  12. Slide 12: The maritime industry makes global trade possible

    Milestones and Introduction Results SAAM Towage Q&A The maritime industry makes global trade possible. It connects economies and serves as the backbone of international supply chains. 12

  13. Slide 13: Global maritime industry

    Milestones and Introduction Results SAAM Towage Q&A Global maritime industry Critical, global infrastructure: The logistical engine of global trade >80% of world trade (by volume) depends on maritime transport >50,000 ~4,000 >150 >12,000 mn >US$ 26 tn Active ships worldwide (>1,000 Connected ports a

  14. Slide 14: Tugboats: Infrastructure supporting maritime trade

    Milestones and Introduction Results SAAM Towage Q&A Tugboats: Infrastructure supporting maritime trade Assisting with harbour Berthing ship at Assisting with Loading and Deberthing ship from entry maneuvers assigned terminal maneuvers to leave unloading ship terminal harbour Prevention of Efficiency

  15. Slide 15: Consolidation is redefining the industry

    Milestones and Introduction Results SAAM Towage Q&A Consolidation is redefining the industry A fragmented market is evolving toward regional and global platforms Types of Operators Main Drivers of Consolidation 1 Local Safety and Service Global Customers Demand for multi-port and Need for higher sta

  16. Slide 16: Global competitive landscape of towage industry

    Milestones and Introduction Results SAAM Towage Q&A Global competitive landscape of towage industry SAAM is the third-largest operator in the world by fleet size and the market leader in the Americas Asia Middle East Central and South Competitor No. of Tugs Europe North America Pacific & Africa Amer

  17. Slide 17: SAAM Towage is a leader in marine towage services

    Milestones and Introduction Results SAAM Towage Q&A With over 60 years in the market and unique geographic coverage throughout the Americas, SAAM Towage is a leader in marine towage services 17

  18. Slide 18: Main drivers of towage business

    Milestones and Introduction Results SAAM Towage Q&A 01 02 03 VOLUME VOLUME PRICE Growth of maritime trade Size and complexity of The value of safety and Main drivers of ships and ports reliability towage business Increase in global trade → increase in transport volumes Increase in ship size → greate

  19. Slide 19: Main business segments

    Milestones and Introduction Results SAAM Towage Q&A Main business segments Two complementary segments that combine growth and stability Harbour towage Terminal towage Continuity of Selection criteria Safety Reliability Capacity Value Custom solutions service Customers Customer Port license Tenders f

  20. Slide 20: Revenue and Diversification by Region

    Milestones and Introduction Results SAAM Towage Q&A Revenue and Diversification by Region Ecuador Colombia Brazil 8 tugs 16 tugs 65 tugs 4 ports 7 ports 18 ports 2025 9% Canada Mexico Chile 32% MUS$ 526 59% 25 tugs 24 tugs 23 tugs 8 ports 7 ports 19 ports 6M26 Peru Panama Uruguay 9% 12 tugs 11 tugs

  21. Slide 21: Export sectors drive SAAM's activity

    Milestones and Introduction Results SAAM Towage Q&A Export sectors drive SAAM's activity Brazil, Mexico and Canada account for more than 60% of SAAM Towage's revenue, with diversified cargo and destinations Brazil Mexico Canada Main Cargo in 2024 (th. metric tons) Main Cargo in 2024 (th. metric tons

  22. Slide 22: Three strategic principles

    Milestones and Introduction Results SAAM Towage Q&A Best in class 01 Top Performer Achieve higher levels of performance Three strategic Engine of opportunities principles 02 Growth New markets, innovative solutions and growth Aligned with our ambition and vision for sustainable growth Integrate with

  23. Slide 23: Conclusions

    Milestones and Introduction Results SAAM Towage Q&A Conclusions SAAM Towage combines a leadership position, growing structural demand and proven geographic diversification Market undergoing consolidation SAAM already has a strong position that allows it to leverage future growth Structural, non-cycl

  24. Slide 24: Q&A

    Q&A 24

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