Integrated Report / JSL 2021
JSL
ENTENDER PARA ATENDER
INTRODUCTION
JSL
PLANNING
AND FUTURE
PEOPLE AND
CULTURE
BUSINESS
IMPACT
ENVIRONMENTAL
MANAGEMENT
CLIMATE CHANGE:
OUR APPROACH
FINANCIAL
PERFORMANCE
GRI AND SASB
SUMMARY
INTEGRATED REPORT / JSL 2021
ASSURANCE
REPORT
result for the year was the synergies
with the acquired companies, where
we captured R$ 13.5 million in 2021 -
respecting the dates of the acquisitions.
We preserve independence, with
directors and managers coming from
these companies being maintained
as business leaders, especially in the
conduct of commercial relationships and
their operations, in order to allow them
to accelerate their growth paths with
STRATEGIC
SOLIDITY
"TODAY WE HAVE A COMPANY THAT
IS LARGER AND BETTER PREPARED
TO FULFILL OUR MISSION OF
UNDERSTANDING AND MEETING
THE NEEDS OF EACH CLIENT."
profitability. We achieved the highest Net
Profit in our history of R$ 273 million in
2021, with a margin of 6.3%, an increase
of 6.6x compared to 2020. We had a 40%
increase in Gross Revenue, 49% in EBITDA
and 61% in Net Income. In addition to this
growth, we beat the projected ROIC on the
IPO of 9.5% for 2021 despite increasing our
debt volume. The LTM ROIC in 4Q21 was
13.5%, considering the consolidated figures.
We reinforce our commitment to growth
with profitability. Net Capex for 2021 was
R$ 749 million, mainly due to the acquisition
of trucks and mechanical horses, especially
for the start of compliance with the new
contracts signed, for the expansion of the
operation in Paraguay and the beginning in
South Africa and for the renewal of the fleet
of companies acquired in 2021. This scenario
demonstrates the solidity of our business'
sustainable growth strategy.
We had our grade changed from D to B- in
the most recent report published by CDP -
Carbon Disclosure Project, a non-profit
organization that has the largest database
on environmental actions promoted
by companies around the world. This
assessment is above the global average
for the transport and logistics sector,
which have a C grade. We reaffirm our
commitment to the decarbonization of our
operations to combat climate change by
signing the document "Entrepreneurs for the
Climate" committing ourselves to emission
reduction targets of GHGs in Brazil. To
contribute to this commitment, we maintain
our own fleet of trucks and mechanical
horses with an average age of 3.9 years,
approximately 5x smaller than the average of
the Brazilian fleet. In addition, for the second
year running, we received the Gold Seal in
the Brazilian GHG Protocol Program, giving
our emissions inventories transparency,
integrity and reliability in reporting. Another
initiative was the creation of the Mulheres
na Direção (Women Behind the Wheel)
project, conceived with the objective of
training women who want to work as drivers
or machine operators. We select and hire
female trainee drivers, carrying out more
than 360 hours of training so that they can
take over their roles.
We ended 2021 with a feeling of
accomplishment, we were able to raise
the company's level thanks to our team's
commitment to improving internal
processes, cost management and
assertiveness in the M&A strategy.
We are now even more motivated for 2022,
focused on maintaining this pace of growth
and delivering even more value to our
customers, employees and shareholders.
We thank our more than 25,500 direct
employees, 55,000 third-party and third-
party and independent drivers and our
customers and investors for their trust! We
remain confident in our growth plan and
with the certainty that there is much more
to come.
RAMON ALCARAZ
JSL CEO
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