CORPORATE PRESENTATIONRio de Janeiro | February 2012

This presentation relating to LLX Logística S.A. (“LLX”) includes “forward-looking statements”, as that term is defined in the Private Securities LitigationReform Act of 1995, in Section 27A of the Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934. All statements other thanstatements of historical facts are statements that could be deemed forward-looking statements and are often characterized by the use of words such as“projects”, “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates”, “may”, “will”, or by discussions or comments about our objectives, strategy,plans or intentions and results of operations. Forward-looking statements include projections regarding our operating capacity, operating expenditures,capital expenditures and start-up dates.

By their nature, these forward-looking statements involve numerous assumptions, uncertainties and opportunities, both general and specific. The riskexists that these statements may not be fulfilled or, even if they are fulfilled, the results or developments described in such statements may not beindicative of results or developments in future periods. We caution participants of this presentation not to place undue reliance on these forward-lookingstatements as a number of factors could cause future results to differ materially from these statements.

Forward-looking statements may be influenced in particular by factors such as the ability to obtain all required regulatory approvals and licenses on atimely basis or at all, and changes in economic, political and regulatory conditions. We caution that the foregoing list is not exhaustive. When relying onforward-looking statements to make decisions, investors should carefully consider these factors as well as other uncertainties and events.

LLX does not undertake to update our forward-looking statements unless required by law. This presentation is neither an offer to sell (which can only bemade pursuant to definitive offering documents) nor a solicitation of an offer to buy any securities in the United States, or any other jurisdiction. Thesecurities referred to herein have not been registered in any jurisdiction, and in particular, will not be registered under the U.S. Securities Act of 1933, asamended, or any applicable state securities laws and may not be offered or sold in the United States absent registration or an applicable exemption fromsuch registration requirements.

This presentation and its contents are proprietary information and may not be reproduced or otherwise disseminated in whole or in part without LLX’s priorwritten consent.

Disclaimer

Investor Relations

Otávio Lazcano – CEO

Luiz Felipe Jansen de Mello – IR Manager

Tel. 55 21 2555-5661

ri@llx.com.br

EBX’s publicly held companies

Mkt Cap EBX GroupUS$ 41.8 bn*

Mkt CapUS$ 1.4 bn

Mkt CapUS$ 2.1 bn

Mkt CapUS$ 2.9 bn

Mkt CapUS$ 3.6 bn

Mkt CapUS$ 30.6 bn

January 31st, 2012 - R$/USD – 1,7468

*Includes PortX

LLX is part of the EBX Group, an industrial

conglomerate founded and led by Brazilian

entrepreneur Eike F. Batista, who has a proven

track record in developing new projects in the

infrastructure and natural resources sectors.

EBX Group’s investments are concentrated in the

companies LLX (logistics), MMX (mining), MPX

(energy), OGX (oil and gas) and OSX (offshore

industry), listed on the Novo Mercado of the

BM&FBOVESPA, the segment with the highest

standards of Corporate Governance.

Brazilian Port Sector

Typical Brazilian port:

strangled by the growth of the city

The brazilian port facilities operate with current bottlenecks such as:

� Land access restrictions

� Small and low-skilled berths

� Draft restrictions

� Lack of automation in cargo handling

80% of the population lives 200 km

from the coast

Rio Amazonas

Manaus

Itaquí

Fortaleza

Suapé

Salvador

Vitória

Santos

Paranaguá

São Francisco do Sul

Rio Grande

The private capital is essential to promote the development of brazilian port infrastructure

LLX

LLX was created in March 2007, to provide logistic services through the development of major port systems in Brazil:

■ Strategic location and large back-areas;

■ Capability to receive large vessels;

■ Contiguous industrial area;

■ Integration with existing rail and road infrastructure;

■ Low cost operational model (private terminals);

■ Long term take-or-pay contracts and synergies generated within the EBX Group;

■ Social and Environmental Responsibility

Timeline

2007

Mar/07

LLX is created

Jun/07

Construction License for LLX Minas-Rio

ANTAQ’s Authorization forLLX Minas-Rio

Jul/07

Anglo American acquires49% of LLX Minas-Rio

2008

Jun/08

LLX shares begin trading on the BMF&BOVESPA Stock Exchange

2009

Mar/09

Capital Increase –BNDESPAR: R$ 600 million

Oct/09

Installation License for MPX’s ThermalPowerPlant

Dec/09

Installation License for Logistics Yard –LLX Açu

Anglo obtains the Construction Permit for Minas-Rio system

2011

Jun/11

TX1- Iron Ore Pier concluded

Installation License for Onshore Terminal

ANP’s Authorization for OTF

Jul/11

TX2 – Construction Begins

Aug/11

MoU with FCA

Oct/11

Environmental License forTernium

Oct-Dec/11

TX2 land lease contractssigned: OSX, NKTF, Technipand InterMoor

2010

Jul/10

ANTAQ’s Authorization forLLX Açu

Sep/10

Installation License for OTF

Ternium and LLX sign anagreement - steel facilityin Açu Superport

Oct/10

LLX’s Partial Spin Off/

Portx is created

Dec/10

Renegotiation of the IronOre Contract - LLX Minas Rio/Anglo American

LLX Ownership and Corporate Structure

54%

Other Minority

Shareholders

18% 28%

51% 70%

LLX

Minas-Rio

LLX

Açu

Centennial

30%49%

Açu Superport

Controlling

Shareholder

LLX: Strategic Location

Hinterland of 75%of Brazilian GDP

Campos Oil Basin

■ Integrated with rail, highway – leapfrog from truck to coastal barging;

■ 150 km from Campos oil basin (85% of Brazil oil production);

■ Natural workshop for the pre salt in Brazil: one stop shop for the oil and gas industry;

■ Açu Superport : Brazil’s new route to China (Source: FT; May 9th, 2011).

Rio Amazonas

Manaus

Itaquí

Fortaleza

Suapé

Salvador

Vitória

Santos

Paranaguá

São Francisco do Sul

Rio Grande

Rio de Janeiro

Açu SuperportAuthorization to move 1.2 mbpd

VLCC/ChinamaxTankers

Campos Basin

85% of Brazil OilProduction

Storage & Treatment

Açu SuperportUnique location and integration to main railway and highway network

■ BR 101 to be duplicated

■ A 43 km new railway track will connect AçuSuperport to the railway and Campos withina multimodal Logistic Corridor

Açu SuperportUnique location and integration with the railway network

LLX: capability to receive VLCCs/ChinamaxOnly 7% of Brazilian Ports are able to receive capesize vessels*

Source : (*) CEL/COPPEAD 2008 – vol 1 and Port Sites

LLX’s Business Model

LLX is signing long term agreements with industry leaders guaranteeing

a steady cash flow and dividends to shareholders

Company

LLX Minas Rio

LLX Açu

Services Rendered

� Iron Ore handling

� Multi product handling (Steel,Coal,Liquid & Dry Bulk,General Cargo)

� Land Lease and Services & Utilities

Revenue Model

� Take or pay long-term contract (25 years) with Anglo.

� Initial ore shipment : July 2013. Expected revenues of US$ 190 million.

� Tariffs negotiated to ensure a minimum 15% py IRR to firm in US$ (under long term contracts) unleveraged.

Açu Industrial ComplexA new cluster for the offshore and heavy industry

LOGISTICS YARD/ OTFLOGISTICS YARD/ OTF

ENVIRONMENTAL

RESERVE AREA

40KM2

ENVIRONMENTAL

RESERVE AREA

40KM2

X CITYX CITY

SILICON VALLEYSILICON VALLEY

METAL-MECHANIC INDUSTRIESMETAL-MECHANIC INDUSTRIES

OFFSHORE

INDUSTRIES

IRON OREIRON ORE

CRUDE OILCRUDE OIL

COALCOAL

CEMENT

PLANTS

CEMENT

PLANTS

LIQUID BULKLIQUID BULK

SUPPLY BOATSUPPLY BOAT

STEEL/SOLID

BULK

STEEL/SOLID

BULK

Açu SuperportHighlights

Up to 350 million tons port complex with 2 terminals (TX1 and TX2), to be ranked among the

3 largest ports in the world.

17 km of quay, up to 40 berths and able to receive very large carriers (including Chinamax)

thanks to its 26 meters draft.

More than 60 contracts and MoUs signed with companies from sectors such as:

■ Steelmaking (Ternium, Wuhan);

■ Power generation (MPX);

■ Cement (Votorantim , Camargo Correa);

■ Offshore Industries (Technip, NKTF, InterMoor);

■ Oil and Gas;

■ Metal Mechanic;

■ Dry & Liquid Bulk Handling;

■ Automotive

Resources and energy supply security, operating and logistic efficiencies, truly just in time practices

and 2% VAT instead of 18%.

Largest and most efficient port-industry complex in Latin America: total investments of US$ 40 billion

TX1

IRON OREIRON ORE

CRUDE OILCRUDE OIL

TX1

One of the largest offshore terminal in Latin America for Iron Ore and Oil

Threstle Completed : 3,000 m

Quay Length: up to 4,000 m

Number of Berths: 9

■ 5 dedicated to Oil (up to 1.2 mbpd)

■ 4 dedicated to Iron Ore (up to 100 mtpy)

Initial Dredging: 21 m to be

dredged up to 26 m for VLCCs and

Capesizes

TX1Iron Ore Pier 100% completed

Açu SuperportOil Treatment Facility

Desalting DewateringBlending

OilOilOilOil TreatmentTreatmentTreatmentTreatmentFacilityFacilityFacilityFacility

Investment ofUS$ 1.45 billion

OilOilOilOil ExportExportExportExport VLCCsBusiness opportunity with a leveraged IRR > 70% py

FPSOsFPSOsFPSOsFPSOs For 800,000 bpd

(+)

3.000 m

3.000 m

Tug boat Pier and 100% of Iron Ore Pier Completed

TX1: Offshore Terminal

Dredging for

execution of Oil

Treatment

Facility’s landfill

TX1

The world’s largets

concrete block

builder

AçuBreakwater

Docked at Porto

do Forno, in

Arraial do Cabo

Kugira

For the Breakwater

construction

Concrete

Block

OFFSHORE

INDUSTRIES

COALCOAL

STEEL/SOLID BULKSTEEL/SOLID BULK

SUPPLY

BOAT

SUPPLY

BOAT

LIQUID BULKLIQUID BULK

13 Km of quay

and capacity for

more than 30

berths

TX2

TX2: Main characteristics

Total Quay Length : 13,000 m

Onshore Channel Width: 300

Total Area: 8,000,000 m2

Extension: 6,500 m

Unique advantages for Oil & Gas E&P

segment

Able to handle Coal, Steel Products,

Dry and Liquid Bulks

TX2: Onshore Channel Dredging Sequence

Dredging of the

Canal

TX2

100 m

TX2: Canal Onshore Dredging Evolution

August/2011

■ Cyrus II began the process of dredging the channel and is progressing at a rate of 25 meters per day, extracting a daily volume of 34,000 m³ of sand.

November/2011

TX2

Dredging

Evolution:

January 2012

TX2

Dredging

Evolution:

February 2012

1370 m

X6

125 m

Overview –

Onshore Canal

TX2

Starting the

breakwater

construction

TX2

Açu SuperportMain Activities

Up to 12.6 Mtpy

Up to10.2 Mtpy

Iron Ore Steel ProductsReal Estate

Up to 100 Mtpy

Oil

Up to 1.2 Mbpd

Up to 2.0 Mtpy Up to 2.0 Mtpy Up to 1.0 Mtpy

Industrial Areas Rental

Coal Pig Iron Slag Granite

Açu SuperportMilestones – Construction on Track

1H06 2H06

Development

Construction

Operations

LLX Minas-Rio

Projectdetailing

EnvironmentalLicense

1H07 2H07 2008

UnderConstruction

2009 2010 2011 1H12 1H013 2H0132H12

Start UpUnder

ConstructionUnder

Construction

UnderConstruction

UnderConstruction

UnderConstruction

Projectdetailing

OffshoreEnvironmental

LicenseLLX Açu

ConstructionLicense

ANTAQAuthorization

Constructionbegins

OffshoreConstructionLicense

ANTAQAuthorization

Constructionbegins

UnderConstruction Start Up

OnshoreEnvironmental

License

OnshoreConstructionLicense

UnderConstruction

UnderConstruction

Açu SuperportCapex: R$ 3.8 bilion

Total Capex (Project): R$ 2.273 billion

Capex (2007 -2011) : R$ 1.5 billion

Capex LLX Minas -Rio: R$ 974 million

Capex AFMR: R$ 1.3 billionCash Position: R$ 530.6 million

Total Debt: R$ 888.1 million

Net Debt: R$ 357.5 million

Iron Ore ProjectLLX Açu

Total Capex (Project): R$ 2.8 billion

Capex (2007 -2011) : R$ 973 million

Contracts SignedAnnual Revenues: R$ 70 million

NKTF

■ Term: 20 years, renewable for a further 20 years

■ Area: 121,905 m² – with 210 m of quay

■ Revenue: R$ 8 million per year

■ Start Date: October 20th, 2011

Technip

■ Term : 25 years, renewable for a further 25 years

■ Area:289,800 m² – with 500 m of quay

■ Revenue: R$ 22 million per year

■ Start Date: November 18th, 2011

InterMoor

■ Term: 20 years, renewable for a further 20 years

■ Area: 52,302 m² - with 90 m of quay

■ Revenue: R$ 3.6 million per year

■ Start Date: December 2nd, 2011

MPX

■ Term: 35 years, renewable for a further 35 years

■ Area: 2,243,800 m²

■ Revenue: R$ 9.17 million per year

■ Start Date: November 24th, 2010

OSX

■ Term: 40 years, renewable for a further 40 years

■ Area: 3,200,000 m²

■ Revenue: R$ 28 million per year

■ Start Date: October 31st, 2011

LLX: Social & Environmental Responsibility

$ 70 million already invested in more than 50 social and environmental projects

Assistance programs to fishing activities, society and environment

Professional Qualification Program in partnership with Senai trained nearly 800 people and will provide

3,300 positions for professional development courses and technical support in 2012

40 km ² area dedicated to create an Environmental Reserve

Health and safety programs

The Acu Superport at full capacity will generate 50,000 jobs

Professional Qualification Program Turtle Release - partnership with the Tamar Project Actions to strengthen the fishing activity

www.llx.com.brEmail: ri@llx.com.brPhone: +55 21 2555 5661