Integrated Report / JSL 2021
JSL
ENTENDER PARA ATENDER
INTRODUCTION
JSL
PLANNING
AND FUTURE
PEOPLE AND
CULTURE
BUSINESS
IMPACT
ENVIRONMENTAL
MANAGEMENT
CLIMATE CHANGE:
OUR APPROACH
MESSAGE FROM THE LEADERSHIP
GRI 102-14, 102-15
FINANCIAL
PERFORMANCE
GRI AND SASB
SUMMARY
INTEGRATED REPORT / JSL 2021
ASSURANCE
REPORT
2021 was a transformational year for JSL.
This year we presented the best result in
our history, we were able to implement
an accelerated and consistent growth
agenda without sacrificing profitability and
shareholder returns. We reached a new level
of revenue, which increasingly consolidates
our leadership position in the Brazilian
logistics market, and also increased our
international presence. With the work of
our people and our determination, we are
already a company with R$ 5.6 billion in
Gross Revenue (combined), also surpassing
by 51% the projections built for our IPO
process in September 2020.
RAMON ALCARAZ
JSL CEO
Our growth delivery is based on the
acquisition of five companies (in the last
18 months) and on the organic growth of
JSL and each of the acquired companies
that presented, in 2021, an average growth
of more than 20%, compared to 2020. Our
acquisition strategy proved to be assertive,
seeking profitable companies with high
growth potential and specialization that
complement our service portfolio, our
geographic presence and our client
portfolio. In 2021, we carried out three
acquisitions -Transportadora Rodomeu,
TPC and Transportes Marvel - which are
added to the two made in 2020 and with
them, we added BRL 2 billion of Gross.
Revenue to JSL, considering the UDM
numbers of these companies
In 2021, we signed new contracts in the
total amount of R$ 4.1 billion with an
average project execution term of 42
months. Sales were made mainly in the
pulp and paper (30%), food and beverage
(26%) and steel and mining (12%) sectors.
In addition, of the new revenue, 75% were
from new contracts with existing customers
and 25% from new customers, which is
yet another indication of the ability to
cross-sell the current customer base and
attract new customers. Two business
verticals that gained traction in 2021
were the urban distribution of customers
linked to e-commerce and international
operations which, from the new contracts,
already total more than R$ 216 million and
R$ 450 million, respectively.
Our business model proved to be resilient
and allowed us to continue the accelerated
growth process and at the same time
protect our margins in a scenario of
many challenges, which strengthens us
and demonstrates our resilience and
commitment to the optimization of our
processes, reduction of costs and unique
ability to negotiate with our suppliers and
customers. A point of contribution to the
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