January 2026
Other
JSP
Holding
Free Float
DIVERSIFICATION
Creation of business units with independent management Development of the largest portfolio of logistics services in the country,
BUSINESS RESTRUCTURING
Independent companies with dedicated management and compensation aligned to the goals and objectives of each business
15.0% 59.0% 26.0%
1956
serving CUSTOMERS and creating commercial alliances in ESSENTIAL SECTORS of the economy
1980s/90s 2010
2015
Other Free Float
14.5% 55.1% 30.0%
2020
CORPORATE RESTRUCTURING
2026
70YEARS
ESTABLISHMENT
Solid Culture and Values as the pillars of business development and
long-term perpetuity
IPO
Strengthening our capital structure and governance
Sustainable development and new avenues for growth
ESTABLISHMENT OF SIMPAR
Culture, Values, and unique management model ensure agility in the execution of strategic plans for a continuous cycle of TRANSFORMATION with value creation
2
Development of one of the largest business groups in Brazil
3
SIMPAR: Controls, directs and supports the execution of the business plans of its independent
companies
Free Float JSP
IPO in 2010
15 years in Novo Mercado
~R$22 mn | SIMH3 ADTV
Simões Family Holding
Other1
Consolidated - Adjusted 3Q25 LTM
31.1%
59.0%
9.9%
R$ 47.6 bn | Gross Revenue
R$ 11.7 bn | EBITDA
-R$ 48 mn | Net Income
28.1% 71.9%2
32.3%
67.7%2
38.7%
61.3%2
28.2%
71.8%
100.0%
100.0%
100.0%
100.0%
+31 k trucks, machinery and equipment
+1 K
customers
+16 sectors
+1.5 million
m² storage area
9 countries
34 k employees
Second largest car rental and fleet management and outsourcing company in Brazil
Integrated portfolio of logistic services and leader in road logistics in Brazil
+259 k
vehicles
262 RAC stores
100 used-vehicle stores
10 months | 17 months
(Average age RAC and GTF)
6 k employees
Leader in the rental of trucks, machinery and equipment in Brazil
+52 k trucks, machinery and equipment
21 used-vehicle stores
R$ 13.0 bn
deployed backlog
2 k employees
Largest and most diversified group of dealerships of light and heavy vehicles in Brazil
37 brands
196 stores
12 states
6 k employees
Infrastructure and services concessions
CS Ports: +1.8 mn
tons handled in 3Q25 LTM
CS Highways:
+891 km of roads
+600 employees
Waste management, recovery and sanitation
+2.5 k tons of waste treated per day
1 city
+1 mm people served
+2.4 k employees
Bank that contributes to the development of the SIMPAR group's ecosystem
R$ 2.1 bn
portfolio 3Q25
R$ 364 mn financial intermediation revenue 3Q25 LTM
12.4%
basel index 3Q25
170 employees
Logistics and mobility services for the public sector and mixed-economy companies
+28 customers
+54 contracts
+5.1 k fleet
+1.8 mn/year
passengers transported
3.0 k employees
Notes: (1) 13.1% of the shares are detained by the Simões Family and 2.8% are detained by Board Members, Directors and Treasury; (2) The stake informed above considers SIMPAR's direct stake in the subsidiaries and the position through derivatives referenced in common shares contracted by CS Brasil Holding e Locação S.A., a wholly-owned subsidiary of SIMPAR, according to the notice to the market released on 12/22/2023.
sharing Culture and Values to execute efficiently and deliver sustainable results
Qualified and highly experienced executives Board of Directors
CEO
FERNANDO ANTONIO SIMÕES
SIMPAR Directors
SIMPAR Directors
SIMPAR Directors
SIMPAR Directors
SIMPAR Directors
Calil
(Chairman)
Adalberto Fernando A. Fernando A.
Simões Filho Simões
(Deputy (Board Chairman) Member)
(Chairman) (Board Member) (Board
Member)
Ferrez
Juliana
Baiardi
Simões
Fernando A. Denys
(Chairman) (Board Member) (Deputy
Chairman)
Denys
Ferrez
Fernando A.
Simões Filho
Fernando A.
Simões
CFO and
IRO
DENYS MARC FERREZ
People and Culture
JULIANA SIMÕES
Controllership
SAMIR FERREIRA
Risk Management, Compliance and Audit ERIKA EGGERS
Legal VP VINICIUS JOSE ZIVIERI RALIO
Communications and Sustainability PAULA PEDRÃO
VP of Planning and Management JULIANA BAIARDI
Independent Members
Independent Members
Independent Members
Independent Members
Independent Members
CEO FERNANDO QUINTAS
CFO RODRIGO ANDRADE
CEO FERNANDO QUINTAS
CFO RODRIGO ANDRADE
Álvaro Novis (Independent member)
Paulo Kakinoff (Independent member)
Gilberto Xandó (Independent member)
Marcelo Castelli
(Independente)
Maria Fernanda dos Santos Teixeira
(Independent member)
Renato Horta Franklin (Independent member)
Marcelo José Ferreira e Silva (Independent member)
Augusto Marques da Cruz (Independent member)
Ándre Fehlauer (Independent member)
Fernando A. Adalberto Denys Simões Calil Ferrez (Chairman) (Board Member) (Board
Member)
Simões
(Chairman) (Board Member) (Board
Member)
Juliana
Baiardi
Fernando A. Denys
Ferrez
Jose R. Tambasco (Independent member)
GOVERNANCE
2026
Listed Companies - Novo Mercado
CEO GUILHERME SAMPAIO
Financial Adm. Director MARISTELA NASCIMENTO
CEO GUSTAVO MOSCATELLI
CFO DANIELA SABBAG
CEO GUSTAVO COUTO
CFO JOSE CEZARIO
CEO SEBÁSTIAN DARIO LOS
Financial Adm. Director EMILIO CARVALHO
CEO PAULO PINHO
CFO
FELIPE
FRANCISCHINELLI
CEO JOÃO BOSCO
Committees
Boards
5
5
20
CFO RODRIGO ANDRADE
'
Culture and Values
Customer
People
Simplicity
Owner Attitude
Sustainability
Profit
Management Model with independent companies, Governance, and People
4
5
Unique positioning in Brazil and investments exceeding R$62 billion in 4 years
Governance
Geographic Footprint
People
Scale
~8% of national production²
~6% of national production³
Financial highlights
Notes: (1) Considers 3 indirect jobs for each direct employee, according to the BNDES job creation model (https://web.bndes.gov.br/bib/jspui/bitstream/1408/16343/1/PRPer125237_Informe-sf_n31_compl_BD.pdf); (2) Considers the trucks purchased by Vamos and JSL and the truck registrations disclosed by ANFAVEA in 2024; (3) Considers the vehicles purchased by Movida and the vehicle and light commercial vehicle registrations disclosed by ANFAVEA in 2024
Employees
+42K since the IPO
Gross Capex
R$ billion
R$95 bn in 15 years
Net Capex
R$ billion
R$57 bn in 15 years
Operating Assets
R$ billion
~89% Cars and
trucks
Corporate Restructuring
IPO
Ref. IPO 2010
6
Robust investments that contribute to growth and lay the foundations for the coming years
7
Five years since the reorganization that led to the creation of SIMPAR:
Leadership, scale and solid foundations sustain our value extraction strategy
SIMPAR Group's progress over the five years
since the creation of SIMPAR Holding (Aug/20)
Strategic Planning:
Pillars for extracting value from the bases built
Evolução do Grupo SIMPAR
2016 2T20 LTM
3T25 LTM
Ongoing organizational progress across our companies - new organizational structure at JSL designed to maximize agility, excellence, and efficiency to create sustainable value for clients and shareholders
Structure | Listed Companies | 1 | 3 | 5 |
Management | CEOs/CFOs | 4 | 11 | 14 |
Governance | Boards of Directors | 1 | 3 | 5 |
Corporate
Independent Companies 3 6 8
Fair Pricing - price adjustments in new contracts and disciplined repricing
of existing ones
High-liquidity
Assets
Fleet (amount) 100 K 150 K Fleet (R$) R$ 5 bn R$ 8 bn
346 K
R$ 42 bn
Stronger control over the reduction of operating costs and
administrative expenses
Higher asset utilization rate, greater agility in asset deployment and
Diversification % of EBITDA from JSL 75% 32%
Gross Revenue | R$ 7 bn | R$ 11 bn | R$ 48 bn |
EBITDA | R$ 1 bn | R$ 2 bn | R$ 12 bn |
EBITDA Margin | 16% | 22% | 27% |
Net Debt / EBITDA | 5.0x | 3.9x | 3.5x |
Financial Indicators
16%
decommissioning, reduced inventory levels, continued cash
generation, and strengthened capital structure
A new level of efficiency to improve operational and financial indicators, including deleveraging
Higher cash generation and lower investment requirements to create value for shareholders and ensure business sustainability
8
Actions focused on reducing costs and expenses have led to improvements in operating
Costs and Expenses
Reduction in operating costs
Reduction in administrative expenses
Renegotiation with suppliers
Optimization of personnel expenses
efficiency indicators
Annualized EBITDA from Services / Net Fixed Assets EBITDA LTM per Employee - R$ thousand
+25%
PROGRAM TO INCREASE EFFICIENCY AND REDUCE COSTS AND EXPENSES HAS PARTIAL IMPACT ON RESULTS UP TO 3Q25
Price adjustments
Revenue
Contract renegotiations
Program to increase efficiency and reduce costs and expenses
9
High cash generation potential from value extraction of established bases and lower investment
requirements
Maximizing value extraction from established bases
+55,000
Employees
aligned with our Culture and Values
EBITDA / Net CAPEX
EBITDA
Net Capex
EBITDA / Net CAPEX ¹
EBITDA 2.4x above Net Capex (9M25 annualized)
+1.4x
+346 K
Operating Assets
Governance
5 Boards of Directors
5 Companies on Novo Mercado
+1,500
Customer Service locations
1.5 mn sqm
Warehousing Capacity
Note: (1) Excluding acquisitions
Gross Revenue - R$ bn EBITDA - R$ bn
CAGR
2009 - 3Q25 LTM
23%
CAGR
2009 - 3Q25 LTM
28%
EBIT - R$ bn Net Income - R$ bn
CAGR
2009 - 3Q25 LTM
27%
10
Constant transformation of the group scale
Debt Profile and Debt Amortization Schedule - 3Q25³ - R$ bn
Capital Market Funding
Net Debt evolution reflects each company's financial
management autonomy and capital needs.
Net Debt R$ 15.4 bn
R$ 12.0 bn
R$ 5.7 bn
Holding
R$3.2 bn
R$1.9 bn
R$ 1.3 bn
R$ 1.1 bn
R$ 0.7 bn
Consolidated
R$ 41.4 bn
Δ QoQ
- 2%
- 3%
- 1%
+ 8%
- 4%
+ 9%
+ 5%
+ 3%
- 2%
Period | Number | Amount | Average Cost | Term (years) | ||
3Q25 | 8 issues | R$ 0.7 bn | CDI + 1.9% | 4.8 | ||
Oct/25 | 5 issues | R$ 4.1 bn | CDI + 2.3% | 5.3 | ||
Total | 13 issues | R$ 4.8 bn | CDI + 2.2% | 5.2 | ||
Net Debt (ex-BBC)¹ R$41.4 bn Short-term debt coverage2,3 2.0x
Cash²
R$14.5 bn
Amortization Coverage 2027
Average Term Net Debt 4.0 years
Consolidated Cash Position
AA(bra) local brAA+ local AA+br local
Indebtedness by Company - 3Q25
0.7
4.1
Cash fully covers the 2025, 2026, and 2027
maturities
Accounting cash
Available undrawn committed credit lines
Available Floor Plan
1.2 12.6
1.0
0.1
0.1
0.5
0.4
0.6 3.4
Gross Debt
BBC Funding (CDBs) New Funding October/25
Notes: (1) For net debt purposes, the Company excludes hedge mark-to-market fluctuations that are allocated in Equity under other comprehensive income since they are unrealized market variations and will not exist upon maturity; (2) Includes the book cash and available undrawn committed credit lines and floor plan; (3) Excludes the accounting of derivative financial instruments, cash, and BBC funding operations
11
SIMPAR Consolidated: Strong cash position, long-term debt profile and broad access to credit
Net Debt¹ R$3.2 bn
Short-term debt coverage²
16.4x
Average Term
Net Debt
5.7 years
Cash
R$2.9 bn
Amortization Coverage 2030
AA(bra) local brAA+ local AA+br local
Debt Amortization Schedule 3Q25² - R$ bn
Cash fully covers maturities until 2030
Notes: (1) For net debt purposes, the Company excludes hedge MTM variations that are allocated to Equity in other comprehensive income since they are unrealized market variations and will not exist at maturity
(2) Excludes the accounting of derivative financial instruments
12
SIMPAR Holding: Strong cash position and long-term debt profile
ConsolidateCdonLseovliedraategdeL-eavesrapgeer -Caosvpeenr aCnotvsenants
Bonds - Net Debt/EBITDA Local Debts - Net Debt/EBITDA-A
Concept: Incurrence¹ | Maximum Threshold: 4.0x
Concept: Maintenance² | Maximum Threshold: 3.5x
Average Selic
R$ million | 2Q25 | 3Q25 | QoQ |
Automob: Excess paid Inventory | 250 | 200 | -20% |
VAMOS: Capital release driven by the normalization of the utilization rate to 91% | 1,322 | 983 | -26% |
VAMOS: Used vehicles available for sale | 659 | 688 | +4% |
JSL: Assets available for sale | 637 | 414 | -35% |
Excess Invested Capital | 2,868 | 2,286 | -19% |
Excess Invested Capital
Over Time
Release of R$583 mn in excess
invested capital
Notes: (1) A concept used only for Bond issues where there is no early maturity. However, there are pre-established rules that must be complied with; (2) a concept used for all local issues - if the limit is exceeded, negotiation with creditors would be required to avoid a possible early maturity
13
Reduced leverage despite the challenging economic scenario
14
Optimization of allocated capital and improvement efficiency will contribute to improved
profitability
Consolidated ROIC 3Q25 LTM
What is Productive ROIC?
Excludes the capital employed in operations that have not yet contributed to our revenue generation and adds the additional NOPLAT from Vamos's utilization rate normalization.
Additional NOPLAT driven by VAMOS's occupancy rate normalization - R$ 0.2 bn
+1.5 p.p
ROIC (ex-BBC) ROIC (ex-BBC)
Average productive invested capital (3Q24 vs 3Q25); R$ 42.6 bn
- = - =
Considers:
projects under implementation at JSL (R$1.3 bn in 3Q24 and R$0.9 bn in 3Q25)
excess inventory at Automob (R$0.5 bn in 3Q24 and R$0.2 bn in 3Q25)
invested capital in CS Infra (R$0.8 in 3Q24 and R$1.6 bn in 3Q25)
normalization of VAMOS's occupancy rate (R$1.4 bn in 3Q24 and R$1.0 bn in 3Q25)
used vehicles inventory at VAMOS (R$0.8 bn in 3Q24 and R$0.7 bn in 3Q25)
Absolute return since IPO - Sep/20
+5x
IRR - highest price JSLG3²
+84%
3,057
1,500
282
1,782
IRR¹
+39%
395
InSvIeMstPimAeRnto Mkt Cap DDiivviidendoss PTaorttaicl iSptaaçkãeo invSeIMstPmAeRnt stake SITMoPtaAlR
SIMPAR SIMPAR
Absolute return since IPO - Feb/17
+5x
IRR - highest price MOVI3²
+53% 4,529
681
3,271
2,590
IRR
+22%
713
InSvIeMstPimARento Mkt Cap DDiiviidendoss PTaorttaicl iSptaaçkãeo invSeIMstPmAeRnt stake SITMoPtaAlR
SIMPAR SIMPAR
Absolute return since IPO - Jan/21
+6x
IRR - highest price VAMO3²
+2,374%
14,512
3,705
2,461
1,245
IRR
+65%
587
InvSeIsMtiPmAeRnto Mkt Cap DDivivididennedosd PTaor tiaclipSatçaãkoe inSvIeMsPtmAeRnt stake e secundária STIMotPaAl R
SIMPAR SIMPAR
Notes: (1) Considers SIMPAR's direct stake in the companies listed on 12/09/25; (2) Considers the highest closing price, on 04/09/24 for JSLG3, 07/29/21 for MOVI3 and 07/30/21 for VAMO3.
Value creation from SIMPAR's perspective: listed companies
15
IPO
IPO IPO
R$1.1¹ bn
SIMH3
market value
IPO
IPO
R$5.5 bn
SIMH3
market value
R$ 2.00¹
SIMH3/share
(JSL S.A.)
...
R$6.31²
SIMH3/share
2010
2017 2018 2019 2020 2021 2022 2023 2024 2025
Caption: SIMH3 Market value MOVI3 Market value JSLG3 Market value VAMO3 Market value AMOB3 Market value
Notes: (1) Adjusted considering the stock split performed in August/21; (2) Update date: 12/09/2025
16
Value Creation of SIMPAR (SIMH3)
(No follow-on since IPO in 2010)
2011
Merger
17
High standards of Corporate Governance
2020
2021
2021
2024
Corporate Restructuring
Merger
Merger
Corporate Restructuring
5 companies listed on the Novo Mercado B3's highest governance standard
SIMPAR - Majority of BD members
2 independent members per company. (40%)
5 Boards of Directors
SIMPAR, JSL, Vamos, Movida and Automob
Unanimous decisions with the essential contribution of independent members in our development
19
Committees
Audit Committee (Statutory)
Ethics and Compliance
Sustainability
Strategic Planning
Finance and Supplies
Controller delegated to minority shareholders and followed their decisions in 5 related party transactions since IPO (2010)
Internal Controls, Risks and Compliance Independent and reporting to the Audit Committees
Sustainability Policy
Human Rights Policy
Climate Change Policy
Social Investment Policy
Stakeholder Engagement Policy
Gifts, Entertainment and Hospitality
Policy
Whistleblowing channel Outsourced and independent
Policy for Interaction with Public Authorities:
Public Bidding Participation Policy:
Transparency Portal
Donations and Sponsorship Policy
Risk Management Policy
Related-Party Transactions Policy
sectors in the most important sustainability indices in the world
Sector
Average
SIMPAR ranked above the average
in the transportation and logistics sector in the world
C
A-
Corporate Sustainability
Assessment (CSA)
60
Sector
Average
34
4 Brazilian companies in the sectorare in the yearbook, with three companies from the Group -SIMPAR, Movida and VAMOS
SIMPAR is included in B3's Corporate
Sustainability Index (ISE) for the fourth consecutive year (2022 / 2023 / 2024 / 2025)
SIMPAR Group stands out in ISE B3 as one of the business groups with more listed companies, since Movida, JSL and Vamos
also make up the index
Padrões e adesões
18
ESG: SIMPAR is above the average of its peers in the transportation and logistics
19
SIMPARGroup Companies
1 Holding 8 Independent Companies20
Subsidiaries
(R$ mm) 1T24 UDM
Scale, governance, growth and profitability generate opportunities and the continuity of sustainable development
47%
of Consolidated
EBITDA 3Q25 LTM
of Consolidated
30% EBITDA 3Q25 LTM
R$ mn
Net Revenue
3Q25 LTM
14,261
5,440
R$ mn
3Q25 LTM
Net Revenue
EBITDA Adj.¹
EBITDA
5,466
3,524
Net Debt / EBITDA
2.7x
Net Debt / EBITDA
3.3x
+259 k
cars
100
used-vehicle
stores
+52 k
trucks, machinery
and equipment
21
used-vehicle
stores
262
RAC stores
10 months | 17 months (Average age RAC and GTF)
R$ 13.0 bn deployed backlog
Net Income 405
Net Income Adj.¹ 289
16%
of Consolidated
EBITDA 3Q25 LTM
3%
of Consolidated
EBITDA 3Q25 LTM
Best Points
R$ mn
Net Revenue
EBITDA Adj.¹
3Q25 LTM
9,678
1,891
R$ mn
Net Revenue
EBITDA Adj.
3Q25 LTM
12,605
536
Net Debt / EBITDA
3.0x
Net Debt / EBITDA
3.6x
+31 k
trucks, machinery
and equipment
+1,5 mn m²
warehousing area
196
stores
37
brands
+1 k customers
9 countries
12 states
+16 sectors
Net Income Adj. (119)
Net Income Adj.¹ 94
Notes: (1) Figures adjusted as disclosed by the companies
