Sequoia Logística e Transportes S A : 2Q22 Results presentation

Earnings Presentation

2Q22

ri.sequoialog.com.br

Disclaimer

The statements in this document related to business prospects, forecasts on operating and financial results and those related to Sequoia's growth outlook are merely forecasts and, as such, are based solely on the Executive Board's estimates on the future of the business. These estimates substantially depend on market conditions, the Brazilian economy, the segment and international markets and, therefore, are subject to changes without prior notice. All variations presented here are calculated based on balances in thousands of reais, as well as rounding. This performance report includes accounting and non-accounting data such as operating, pro forma financial and projections based on the Company's management expectations. Non-accounting data were not subject to review by the Company's independent auditors.

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1 2Q22 Highlights

Armando Marchesan Neto

Founder & CEO

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2Q22 Financial and Operating Highlights

TRANSPORTED GMV of R$ 12.6 BILLION, INCREASING 12.9%

Number of ORDERS totaled 20.9 MILLIONS, INCREASING 89.7%

B2C REACHES once more a HISTORIC MARK of 19.3 MILLION ORDERS, 101.9% INCREASE

GROSS REVENUE reached R$ 594.9 MILLION, GROWING 36.2%

Highlight for the STRONG B2C GROWTH which reached R$ 399.7 MILLION, INCREASE of 55.5%

EBITDA amounted for R$ 75.8 MILLION, GROWING 58.3%. EBITDA MARGIN reached 15.3% IMPROVING by 230 BPS

EBITDA ADJUSTED by nonrecurring effects reached R$ 61.7 MILLION showing GROWTH of 33.7%. ADJUSTED EBITDA MARGIN was 12.4%

LEVERAGE RATIO REDUCES AND REACHES 1.4X in 2Q22, A HEALTHY LEVEL, and reflects the ASSET LIGHT STRATEGY BENEFIT, with a 43.8% ROIC

INORGANIC GROWTH continues to be a STRATEGIC PILLAR, with a MORE SELECTIVE PIPELINE in the short term and INCREASED OPPORTUNITIES in the medium term

SEQUOIA awarded as one of BRASIL'S MOST INNOVATIVE COMPANIES at the 13TH POSITION AMONG 100 COMPANIES by the 100+ innovative in the usage of IT survey

SEQUOIA BECAME PART OF THE PORTFOLIO OF THE TEVA WOMEN IN LEADERSHIP STOCKS INDEX¹ (ELAS11), considering the OUTSTANDING PARTICIPATION OF WOMEN IN THE COMPANY'S GOVERNANCE

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(1) Index developed by Teva Indices, being the first index in Brazil that selects companies with the greatest representation of women in governance. Portfolio composed of 66 companies out of 343 evaluated.

Integrated PHYGITAL² services ecosystem to support market penetration

Portfolio with highly scalable one-stop- shop solutions for +4,000 customers of all sizes and

segments64%¹

B2C

Light

Goods

B2C

Heavy Goods

Same Day

Delivery

Reverse

Logistics

Multi-

Origin

Pick-up

Fulfillment e

Cross-

Docking

In-House

Storage

Express

Less-Than-

Truckload

(LTL)

Field

Services

Reverse

Logistics

Full-Truck-

Load (FTL)

Refurbishing

VAS I Value-

Added

Services

PHISICAL

SERVICES

27%¹

9%¹

DIGITAL

SERVICES

Note: (1) 2Q22 LTM Gross Revenue	5
(2) Phygital = Physical + Digital