August 7th, 2015

Presentation of Results 2nd Quarter 2015

• Recent Events

• Comments

• Summary of the results

• Indebtdness and CAPEX

• Q&A

2

Agenda

Recent Events

Land acquisition in Resende-RJ

• Tegma acquired a land with 70,000 sqm for the vehicle operation and to suport Nissan and

Peugeot-Citroën plants

New warehouse in São Paulo

• In July 2015, the company announced the start of operations of a new warehouse in the

Barueri-SP region with 20,000 sqm meters

3

Prepayment of all foreing currency debt

• In June 2015, the company prepaid foreign currency debts (Resolution 4131) amounting

R$ 134,6 million

Comments

4

Automotive market impaired in 1S15

Inventories at the highest levels of recent years

Focus on fixed costs reduction

Turn-around of warehousing operations

About the automotive industry...

About Tegma...

53.6 60.0

0.0 00

0.0 10

0.0 20

0.0 30

0.0 40

0.0 50

0.0 60

0.0 70

2Q14 2Q15

441.3

342.2

0,0 00

50, 000

100 ,000

150 ,000

200 ,000

250 ,000

300 ,000

350 ,000

400 ,000

450 ,000

500 ,000

2Q14 2Q15

Gross Revenue (million of R$)

5

Consolidated Automotive Integrated Logistics

387.7

282.2

0.0 00

0.0 50

0.1 00

0.1 50

0.2 00

0.2 50

0.3 00

0.3 50

0.4 00

0.4 50

2Q14 2Q15

108.7 116.7

0,0 00

20, 000

40, 000

60, 000

80, 000

100 ,000

120 ,000

140 ,000

1S14 1S15

849.5

695.0

0.0 00

0.1 00

0.2 00

0.3 00

0.4 00

0.5 00

0.6 00

0.7 00

0.8 00

0.9 00

1S14 1S15

740.8

578.4

0,0 00

100 ,000

200 ,000

300 ,000

400 ,000

500 ,000

600 ,000

700 ,000

800 ,000

1S14 1S15

-22.5%

-18.2%

-27.2%

-21.9%

+11.9%

+7.4%

35.3

23.9

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

0.0 30

0.0 35

0.0 40

2Q14 2Q15

316.4

243.0

0.0 00

0.0 50

0.1 00

0.1 50

0.2 00

0.2 50

0.3 00

0.3 50

2Q14 2Q15

Gross Revenue| Automotive Division (million of R$)

6

Transport Autopart Logistic Services

36.0

15.4

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

0.0 30

0.0 35

0.0 40

2Q14 2Q15

64.0

51.3

0,0 00

10, 000

20, 000

30, 000

40, 000

50, 000

60, 000

70, 000

1S14 1S15

596.8

490.6

0,0 00

100 ,000

200 ,000

300 ,000

400 ,000

500 ,000

600 ,000

700 ,000

1S14 1S15

80.0

36.4

0,0 00

10, 000

20, 000

30, 000

40, 000

50, 000

60, 000

70, 000

80, 000

90, 000

1S14 1S15

-23.2%

-57.4%-32.3%

-17.8% -54.5%-19.8%

28.2

42.7

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

0.0 30

0.0 35

0.0 40

0.0 45

2Q14 2Q15

22.1

17.2

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

2Q14 2Q15

Gross Revenue | Integrated Logistics Division (million of R$)

7

Warehousing Industrial Logistics

59.3

82.0

0.0 00

0.0 10

0.0 20

0.0 30

0.0 40

0.0 50

0.0 60

0.0 70

0.0 80

0.0 90

1S14 1S15

42.8

34.7

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

0.0 30

0.0 35

0.0 40

0.0 45

1S14 1S15

-22.3% +51.3%

-18.9%+38.4%

4.8

(3.7)

10.9%

-7.6%

-0.005

-0.004

-0.003

-0.002

-0.001

0.0 00

0.0 01

0.0 02

0.0 03

0.0 04

0.0 05

0.0 06

2Q14 2Q15

47.6

17.4 13.4%

6.3%

00%

10%

20%

30%

40%

50%

60%

70%

0.0 00

0.0 10

0.0 20

0.0 30

0.0 40

0.0 50

0.0 60

2Q14 2Q15

Adjusted EBITDA (million of R$)

8

42.8

21.1

13.7%

9.3%

00%

05%

10%

15%

20%

25%

30%

35%

40%

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

0.0 30

0.0 35

0.0 40

0.0 45

2Q14 2Q15

3.9

(3.1)

4.4%

-3.3%

-8,0%

-6,0%

-4,0%

-2,0%

0,0 %

2,0 %

4,0 %

6,0 %

8,0 %

-4,000

-3,000

-2,000

-1,000

0,0 00

1,0 00

2,0 00

3,0 00

4,0 00

1S14 1S15

81.0

41.9

11.8%

7.5%

0,0 %

5,0 %

10, 0%

15, 0%

20, 0%

25, 0%

30, 0%

35, 0%

40, 0%

0,0 00

10, 000

20, 000

30, 000

40, 000

50, 000

60, 000

70, 000

80, 000

90, 000

1S14 1S15

77,1

45,0

12.9% 9.7%

0,0 %

5,0 %

10, 0%

15, 0%

20, 0%

25, 0%

30, 0%

35, 0%

40, 0%

0,0 00

10, 000

20, 000

30, 000

40, 000

50, 000

60, 000

70, 000

80, 000

90, 000

1S14 1S15

EBITDA Mg (%)

Consolidated Automotive Integrated Logistics

-63.4%

-50.6%

-48.3% -41.7%

(1.3) (1.3)

1.5

(0.9)

4.8 3.8

5.4

0.6

(3.7)

-2.6% -3.0%

3.1%

-2.2%

10.9% 7.8%

10.8%

1.3%

-7.6% -15%

-05%

05%

15%

25%

35%

-8,0000

-6,0000

-4,0000

-2,0000

,00 00

2,0 000

4,0 000

6,0 000

2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15

57.0 60.1

51.3

34.3

42.8 46.6

51.7

23.8 21.1

15.5% 16.1%

14.3%

12.1% 13.7%

15.0% 14.9%

10.0% 9.3%

06%

11%

16%

21%

26%

31%

,00 00

10, 0000

20, 0000

30, 0000

40, 0000

50, 0000

60, 0000

70, 0000

2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15

55.7

58.8

52.8

33.4

47.6

50.5

57.1

24.4

17.4

13.3% 14.1%

12.9%

10.2%

13.4% 14.1% 14.4%

8.6%

6.3%

00%

05%

10%

15%

20%

25%

30%

35%

40%

45%

,00 00

10, 0000

20, 0000

30, 0000

40, 0000

50, 0000

60, 0000

70, 0000

2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15

Historical EBITDA (million of R$)

9

Consolidated Automotive

Integrated Logistics

EBITDA Mg (%)

27.3

1.2

7.7%

0.4% 00%

05%

10%

15%

20%

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

0.0 30

2Q14 2Q15

34.1

8.7

5.0%

1.6%

00%

05%

10%

15%

20%

0.0 00

0.0 05

0.0 10

0.0 15

0.0 20

0.0 25

0.0 30

0.0 35

0.0 40

1S14 1S15

Net Income|(million of R$)

10

- Before discontinued operations

Net Mg (%)

-95.7%

-74.5%

310.7 303.0

265.5

183.7 191.2

1.6 1.6

1.4

1.0

1.6

1.3

0,0

0,2

0,4

0,6

0,8

1,0

1,2

1,4

1,6

1,8

2,0

0,0

100 ,0

200 ,0

300 ,0

400 ,0

500 ,0

600 ,0

2Q14 3Q14 4Q14 1Q15 2Q15

Net Debt Debt Maturity

Net Debt

11

CDI + 1.28% Average cost of Debt

Ba3 Moody´s Rating

77% of debts expiring

after 2017

Indebtdness|(million of R$)

/ EBITDA LTM Direct Sale Installment

233.0

11.9

71.3

117.7 116.8

46.7

0,0

20, 0

40, 0

60, 0

80, 0

100 ,0

120 ,0

140 ,0

2015 2016 2017 2018 2019

7.7

16.2

3.9 4.3

6.8 7.0

21.6

11.6

17.7

1.9%

3.9%

0.9% 1.3%

1.9% 2.0%

5.4%

4.1%

6.4%

-01%

01%

03%

05%

07%

09%

11%

13%

15%

-03

02

07

12

17

22

2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15

CAPEX % Net Revenue

12

Capital Expenditure|(million of R$)

IR Contacts

Gennaro Oddone – CEO IRO

+55 (11) 4346-2532

Ian Nunes – IRM

+55 (11) 4397-9423

13

August 7th, 2015

Presentation of Results 2nd Quarter 2015