Armac Locação Logística e Serviços S A : Comunicado ao Mercado

Non-Deal Roadshow

June 2023

Disclaimer

This presentation contains certain forward-looking statements and information relating to Armac Locação, Logística e Serviços S.A. - B3: ARML3 ("ARMAC" or

"Company") that reflect the current views and/or expectations of the Company and its management with respect to its performance, its business and future events. Forward-looking statements include, without limitation, any statement that contains forecasts, indications or estimates and projections about future results, performance or objectives, as well as words such as "we believe", "anticipate", "expect", "estimate", "project", among other words with similar meaning. Such forward-looking statements are subject to risks, uncertainties and future events. We caution investors that several important factors cause actual results to differ materially from the plans,

objectives, expectations, projections and intentions expressed in this presentation. Under no circumstances will the Company, nor its subsidiaries, directors, officers,

agents or employees be liable to third parties (including investors) for any investment decision taken based on the information and statements contained in this presentation, or for any damages resulting therefrom, corresponding or specific.

Market and competitive position information, including market projections cited throughout this presentation, was obtained through internal research, market research, public domain information and company publications. While we have no reason to believe that any such information or reports are inaccurate in any material respect, we have not independently verified competitive position, market position, growth rate or any other data provided by third parties or other industry publications. The Company, placement agents and coordinators are not responsible for the veracity of such information. This presentation and its content are proprietary information of the Company and may not be reproduced or circulated, in part or in full, without the prior written consent of the Company.

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Financial Highlights

Our revenues continue to grow in a fast pace while increasing the share of logstanding activities in our revenues

Gross Revenue (R$ million)

Rental and Services

		308.5	318.7
	Sale of Assets
275.6
			35.5
	18.6
250.5

Revenue by Customer Class

Longstanding-activity sectors

Infrastructure

215.8	12.1
	9.5

238.4

206.3

20.4

289.9 283.2

255.2

40.1%	38.1%

4Q22	1Q23
59.9%	61.9%

1Q22

2Q22

3Q22

4Q22

1Q23

Source: Internal analysis	4

Financial Highlights (cont.)

Armac´s accelerated growth did not come at the expense of proftability. We ended 4Q22 and 1Q23 with a relevant assets inventory and a corporate structure prepared for the company's size after its deployment, which generate an opportunity for deleveraging once the assets start working

Adjusted EBITDA (R$ million) and EBITDA Margin

				55%
		51%
				50%
47%	48%		48%	47%
				45%
			136	135
		126		40%
	106			35%
90
				30%
				25%
				20%
				15%
				10%
1Q22	2Q22	3Q22	4Q22	1Q23
	Cash Flow from Operations	EBITDA Margin

Adjusted Net Income

				16%
		16%
14%				14%
	14%
			12%	12%
		39
				10%
			33	9%
	31
28				8%
			26
				6%
				4%
				2%
				0%
1TQ2	2Q22	3Q22	4Q22	1Q23
	Adjusted Net Income	Net Revenue

Source: Internal analysis	5