Log In Logística Intermodal S A : 1Q23 Earnings Presentation
May 11, 2023 at 09:44 am EDT
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P r e s e n t ati on
Results 1Q23
MAY, 11, 2023
Disclaimer
The forward-looking statements contained herein are subject to risks and uncertainties and may be altered due to, among other factors, market behavior, Brazil's economic and political situation, the logistics industry, international markets and legal and regulatory changes. Said forward-looking statements are entirely based on Management's expectations of the Company's future performance and are not guarantees of results and creation of value for Log-In's shareholders. As such, this information should not be considered as an investment recommendation. Potential investors
should conduct their own analysis and evaluations. In addition, these
forward-looking statements are not necessarily updated and should only be considered on the dates when they were made. Also, third-party information is their sole responsibility.
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CORPORATE STRATEGY
Shipping
TVV & 3PL
Solutions
Road Cargo
Transportation
ESG and Capital
Structure
VISION
ACHIEVEMENT 1Q23
Door-to-doorlogistics
Focus on conversion from road transport
Integrated service and monitoring platform and app and proprietary technology
Diversification in the customer base and expansion in the operational area
Highest NOR for a first quarter: R$329.5 million
Historical Adjusted EBITDA record: R$128.2 million
Keel Laying¹ of Log-In Evolution
Zero theft and robbery of road cargo in the road stretch
New Amazonas Express Service*
Gain relevance as the main port terminal in the region
Multipurpose and multi-cargo
Offers customized logistics solutions (3PL)
Increased operating efficiency
Historical NOR record: R$85.5 million
Historical NOR record of Warehousing and Other Services: R$48.2 million, for the 5th consecutive quarter
Highest adjusted EBITDA for a first quarter: R$41.4 million
Specialized in the transportation of parceled cargo
Penetration in the vast majority of Brazilian cities from the South to the Northeast
Evolution in the Tecmar's integration plan with a focus on operating efficiency
Start of the 100-day plan under Log-In management at Oliva Pinto
Mapping process of actions to be implemented at Oliva Pinto
Tecmar and Log-In with joint operations handling 530 TEUs in 1Q23
Tecmar posted the best level of service in the Company's history
Reduction of greenhouse gas emissions
Relationship with surrounding communities
Health and Safety of employees and third parties
Governance, integrity, ethics and anti- corruption practices
Certification of the 3rd Greenhouse Gas Inventory, according to the international standard and verified by an external company
Diversity and Inclusion Week, whose theme was "Inclusive Attitude"
Go Live of the Company's new ERP project
Launch of Log-In's Corporate University (Unilog-In)
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¹ Initial placement of the central timber making up the backbone of a vessel, thus marking the start of a ship's construction.
* Subsequent event to 1Q23
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COASTAL SHIPPING
Results 1Q23
Adjusted
Adjusted
Volume
Net Revenue
EBITDA
EBITDA
Margin
102 K TEUs
R$ 329.5 MM
R$128.2 MM
38.9%
+ 3.0%
+ 10.0%
+ 22.4%
+ 3.9 p.p.
Growth in volumes in the Cabotage (+19%) and Mercosur (+6%) trades, partially offsetting the reduction in volumes handled in Feeder;
Pricing strategy adopted, with an emphasis on volume growth and a better cargo mix in Cabotage. Additionally, in Feeder, there was a positive impact on revenue due to opportunity cargo handled in 1Q23.
Reduction in bunker consumption of vessels due to improvement in operating efficiency obtained with the docking operations carried out.
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Historical record in the period.
Highest NOR for a first quarter
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NEW AMAZONAS EXPRESS SERVICE
Start of operations in the 2nd quarter of this year;
Log-InService with 2 own ships in Brazilian flag (2550 and 2800 TEU of nominal capacity);
Express Southbound - Manaus to Santos in 9 days;
Biweekly frequency and capacity increase for the Market.
Video of the Amazon Express Service
available on Youtube.
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Log-In Logística Intermodal SA published this content on 11 May 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 11 May 2023 13:43:09 UTC.
Log-in Logistica Intermodal SA, formerly Docenave Navegacao Vale do Rio Doce SA, is a Brazil-based company that plans, manages and operates cargo handling solutions through cabotage, complemented by road services. The Company operates an interconnected network, which includes port handling and door-to-door transportation, through an intermodal network that covers Brazil and the Southern Common Market region (Mercosur). The Company's activities are divided into three areas: Coastal Shipping, offering maritime transportation in ports in the Brazilian coast and Mercosur, integrated to services contracted for road short-distance transportation; Port Terminal, providing management and operation of a container port terminal, the Vila Velha Terminal (TVV), in the state of Espirito Santo, Brazil, and Intermodal Terminals, including ground intermodal terminals integrated to services offered by Coastal Shipping area.