Investor Presentation

Disclaimer

The material that follows presents general background information about Grupo Traxion, S.A.B. de C.V. (the “Company”) as of the date of the presentation. This information consists of information concerning the Company. It is information in summary form and does not purport to be complete. It is not intended to be relied upon as advice to potential investors and does not form the basis for an informed investment decision. This presentation is strictly confidential and may not be disclosed to any other person.

The information in this presentation is preliminary in nature and subject to change. No representation or warranty, express or implied, is made concerning, and no reliance should be placed on, the accuracy, fairness or completeness of the information presented herein. All information in this presentation is subject to verification, correction, completion and change without notice. In giving this presentation, none of the Company, any of its affiliates, directors, officers, agents or employees, nor any placement agents, managers or initial purchasers undertake any obligation to provide the recipient with access to any additional information or to update this presentation or any information or to correct any inaccuracies in any such information.

This presentation may contain statements that are forward-looking. Such forward-looking statements are only predictions and are not guarantees of future performance. Investors are cautioned that any such forward-looking statements are and will be, as the case may be, subject to many risks, uncertainties and factors relating to the operations and business environments of the Company and its subsidiaries that may cause the actual results of the Company to be materially different from any future results expressed or implied in such forward-looking statements. None of the Company, any of its affiliates, directors, officers, agents or employees, nor any placement agents, managers or initial purchasers, shall be liable to any third party (including investors) for any investment or business decision made or action taken in reliance on the information and statements contained in this presentation or for any consequential, special or similar damages.

Securities may not be offered or sold in the United States unless they are registered or exempt from registration under the U.S. Securities Act of 1933, as amended (the “Securities Act”). This presentation is being made only to investors that, by means of their attendance at this presentation, represent that they are “qualified institutional buyers” as that term is defined in Rule 144A under the Securities Act. Any offering of securities to be made outside of Mexico will be made by means of an offering memorandum that will be sent to you at the address that you provided today. Such offering memorandum will contain, or incorporate by reference, detailed information about the Company and its business and financial results, as well as its financial statements. Investment decisions should be solely made on the basis of the offering memorandum and not on the basis of this presentation.

This presentation does not constitute an offer, or an invitation or solicitation for an offer, to subscribe for or purchase any securities, nor shall any part of it nor the fact of its dissemination form part of or be relied on in connection with any contract or investment decision relating thereto. Neither this presentation nor anything contained herein shall form the basis of any contract or commitment. If the Company should at any time commence an offering of securities, any decision to invest in such offer to subscribe for or acquire securities of the Company must be based wholly on the information contained in the offering memorandum to be issued by the Company in connection with any such offer and not on the contents hereof.

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The Company’s management highly recommends the investment community to thoroughly review the information contained in the offering memorandum and consult with independent advisors deemed necessary before making any investment decisions. A stock investment is complex, is subject to a variety of risks and uncertainties and may result in significant losses, including the full amount invested.

Agenda

About Traxion P.4

Industry Outlook P.11

Investment Rationale P.14

Performance P.20

About Traxion

131.8% Revenue growth(4) over

the last 2 years

16x Fleet Growth

over the last 6 years

Notes:1. According to T21 Magazine (December 2016) and public filings of companies in the ground transportation industry2. Average power units for the nine-month period ended September 30, 2017 (includes Egoba, MyM, Grupo SID, LIPU and AFN); XXX owned and XXX leased power units3. LTM Accumulated figure as of September 30, 2017, using pro-forma results as of 2016, which include revenue or Adjusted EBITDA, respectively, of Grupo SID and LIPU for the full year and exclude 2016 Revenues or Adjusted EBITDA,

respectively, of AFN prior to its acquisition; converted using 2016 average exchange rate of Ps$18.66 per US$ according to Banxico4. Calculated as per audited financials

We believe we are the first and only player

capable to consolidate the ground

transportation and logistics segment in

Mexico

We operate through two complementary

business segments

Broad portfolio of services providing a one-

stop solution

Unique success story evolving into the largest company in the Mexican

ground transportation and logistics industry(1) with an owned fleet of 5,268(2)

power units

− Cargo Transportation and Logistics (“Cargo & Logistics”)

− Contracted Personnel and Student Transportation (“Contracted Passenger Services”)

4 companies acquired

over the last 6 years

+345 MMkms driven per year (214

million miles)

NationwidePresence

+9,500Employees

+900Customers

Ps$6,690MM(3)

in Revenue

Adjusted EBITDA of

Ps$1,294MM(3)

Traxion - The Mexican GroundTransportation and LogisticsPlatform

5

About Traxion: Business Segments

6

Cargo & Logistics Contracted Passenger Services

One of the largest Cargo & Logistics service providers in Mexico with the

broadest array of service offerings

Cargo transportation services are offered on a spot or dedicated basis

Notes:1. Accumulated average as of September 30, 2017

Largest contracted personnel and student

transportation platform in the country with

unmatched scale and regional reach

Dedicated service

Power units(1)(2)

5.2Avg. fleet age

vs. 16.6 in the industry303k sqm of warehousing

facilities(1)

Power units(1)(3)

6.0 Avg. fleet age

Dry vans

Distribution and moving

International cargo

Logistics and distribution

International cargo and intermodal

Contracted Personnel and Student Transportation

1,555 3,406 3,713

Source: Company information, SCT

1952

Proven strategy to deliver profitable growth through organic expansion and M&A

Average fleet size (# of power units)

Lijtszain Family (Founders)

Founded Muebles y Mudanzas("MyM") in 1952

2011 2012 2013 2015 20162014

776

4,963

760

752

316300

Capital raise and partnership to create

Acquisition of Egoba, adding 300 units

Acquisition of Lipu, adding 3,399 units

Acquisition of Grupo Mudancero(MyM), adding 428 units

Acquisition of GrupoSID, adding 580 units

Acquisition of AFN, adding 222 units

'11-'16 Fleet CAGR: 75.3%

Capital Raise

Capital Raise

PROCEEDS

IPO

History of Growth and Excellence for +65 Years

Note:1. CAGR = Compound Annual Growth Rate 7

8

Main Operations / Economic Regions

All Subsidiaries Presence No Presence

Source: INEGI, Company information

Nuevo Leon

4.0%

Quintana Roo

Baja California

3.3%

Sonora

3.9%

3.8%

Jalisco

San Luis Potosi

3.9%

Aguascalientes

5.4%

5.4% Guanajuato

5.0%

6.3%Queretaro

Average National GDP growth

2.8%

Nationwide Presence with focus on thefastest growing regions in the country

About Traxion: Footprint

9Material level of service offering No service offering

Provider with the broadest offering of integral services on a large scale and reachunder a competitive cost structure

Note:1 Including trucks, buses and vans, excludes trailers2 Pro-forma, includes Egoba, MyM, Grupo SID, LIPU and AFN

4,963(2)

Transportes Monterrey 2,189

Senda 1,887

AutotransportesTresguerras

1,867

Transportes Castores

1,724

Grupo TUM 1,641

Fletes México 990

Transportes Marva

790

T. MonroySchiavon

735

CompanyNumber of

Units(1)

Domestic Freight

Int’l Freight & Transfers Moving LTL Intermodal Logistics Personnel Student Tourism

Truckload Intermodal Logistics Personnel Student Tourism

Cargo & Logistics Contracted Passenger

About Traxion: Portfolio

Source: T21 Magazine (December 2016), Management estimates, companies websites

10

We Serve a Large, Blue-Chip Customer Base…

Blue-Chip Customer Base

Over 900 customers nationwide

High Levels Of Customer Satisfaction

Contract Renewal Rate Long-Standing Relationships

65

2521 21 21 20 19 18

Over

~95% in

2016

Years working together

Source: Company information

IndustryOutlook

Source: INEGI, SCT, EMIS Insights, BMI ResearchNotes:

1. Includes air, maritime, rail. cargo and passenger road transportation, as of 20152. Using 2015 average exchange rate of Ps$15.85 per US dollar according to Banxico3. Includes transportation, postal and storage services according to INEGI, as of 20164. Autotransporte Federal de Pasajeros, Estadistica Basica del Autotransporte Federal SCT, as of 20165. BMI Research

Road Transportation

86%

14%

Other Transportation Modes

5.9%(3)

Contribution to GDP

Ps$1,432 billion(US$90Bn)(2)

Road Transportation

Ps$64 billion(US$4Bn)(2)

Rail Transportation

Road represents

96.0%(4)

of Passenger Transportation

Share of Total Revenue(1)

Total Revenue(1): Ps$1,668 billion (US$105Bn)(2)

Road is the Backbone of the Mexican Transportation Industry

Ps$153 billion(US$10Bn)(2)

Air Transportation

Ps$19 billion(US$1Bn)(2)

Maritime Transportation

239.7 245.1 250.4 258.2 266.6 275.4 283.9 292.1

2014 2015 2016E 2017E 2018E 2019E 2020E 2021E

Road Freight (billion ton-kilometers)(5)

An Industry with a Paramount Role in the Mexican Economy…

11

Largest Player in a Highly Fragmented Industry

Cargo & Logistics

Road Cargo Transportation Industry Structure (Participation in the Market Category Per Unit)

81%

25%

16%

30%

2%

17%

1%

29%

% Companies % Units

140.8kcompanies 864.8k units(1)

Small Companies(6-30 units)

Medium Companies(31-100 units)

Large Companies(+100 units)

Owner Operators(1-5 units)

Source: SCT, as of 2016

Notes:1. Includes trucks, trailers and semi-trailers

More than 900 sizable potential

targets with

+245K units present enormous

opportunity to consolidate the

industry

…that is Highly Fragmented withRoom for Consolidation

12

InvestmentRationale

15

Portfolio

Broadest portfolio of service offering in the industryPursuit of expansión opportunities in new segments

Performance

Creation of synergies between freight segment and recent acquisitionsMargin stabilityContinuos fleet modernizationImprovement in the customer mix at the cargo segment

Outlook

Considerable growth potential in the segments where the Company operates

Financial Position

Ps.9,043 million1 capitalizationHealthy levels of indebtedness and liquidityEfficient capital allocation

We recently lanched our IPO, whose proceeds will be deployed to accelerate our profitable and disciplined growth plans in the comingmonths

15

Investment Rationale: Strong Positioning

Source: Company’s public information and Bloomberg.1) Considering 543,478,261 outstanding shares and closing price of the Traxion share on October 30, 2017 (Ps.16.64)

16

Proven ability to grow organically and inorganically thanks to a well-defined strategy

An integrated approach to support further growth

Continuous monitoring and improvement to drive margin expansion

Seamless nationwide reach and international connection

One-stop solution

Reliability and quality in our services

Brand differentiation

Strong customer relationships

Increased share of customers’ wallet

Cross-selling

Disciplined use of leverage

Cost control and efficiency

Allocation of growth capital to maximize returns

Smart capital allocation & selective acquisitions

Opportunistic acquisitions

Synergy analysis and implementation

Operations Commercial M&A Financial

Investment Rationale: Well-Defined Strategy

17

Diversified transportation services:

LogisticsCargo

Student and Personnel

Balanced exposure to fast-growing sectors:

Mining Oil & Gas

Retail Manufacture Farming

Tourism

No single customer represents more than5% of our revenue

Focus on fast-growing regions Our business is generated through long-termrelationhips with out customers

Maximization of fleet’s profitability

Diversified Business Model that Provides Resiliency

and Flexibility in Different Economic Cycles

Investment Rationale: Proven Business Model

18We Have Maintained Financial Discipline in Each of our Acquisitions

Acquired: Dec 2011Fleet: 300

Acquisition: May 2016Fleet: 580

Acquisition: June 2016Fleet: 222

Acquisition: October 2016Fleet: 3,399

Acquisition: June 2013Fleet: 428

Transfer of best practices Procurement efficiencies Commercial intelligence

Cargo: fleet utilizationLogistics: optimize customer base

Accelerate fleet growthGrowth opportunities with additional equity

Expand number of clientsExtract economies of scaleGrowth opportunities with additional equity

Egoba MyM Grupo SID AFN LIPU

Commercial strategyManagement professionalization (business plan and KPIs)

Increase profitability of business structureProfessionalization (business plan and KPIs)

Robust incorporation process of new businesses

Investment Rationale: Value-adding acquisitions

19

We have a solid acquisition strategy of new businesses that boost the Company’s performance

Medium and largecompanies

Successful, well-run and profitable companies

Strong commercialfootprint in

region / niche

Professional and engaged management

Key Target Selection Criteria

Focus on Companies with Core Competencies

Add incremental services

Increase share in existing services

Synergypotential

OpportunisticApproach

Investment Rationale: Acquisition Criteria

3Q17 Results

Revenue – 7% growth in 3Q17 vs. PF 3Q16Millions of MXP

21

km driven – 189% increase in YTD17 vs. YTD16Thousands

Fleet Size – 239% growth in YTD17 vs. YTD16 Power Units

97,192

281,130

45,13792,360

-

50,000

100,000

150,000

200,000

250,000

300,000

YTD16 YTD17 3Q16 3Q17

1,554

5,268

1,560

5,319

-

1,000

2,000

3,000

4,000

5,000

6,000

YTD16 YTD17 3Q16 3Q17

2,223

5,211

1,0261,746

20.0%

18.6%

21.4%

19.5%

16.0%

17.0%

18.0%

19.0%

20.0%

21.0%

22.0%

-

1,000

2,000

3,000

4,000

5,000

6,000

YTD16 YTD17 3Q16 3Q17

EBITDA Margin (%)

445

971

YTD16 YTD17

EBITDAMillions of MXP

3Q17 revenue registered a strongexogenous increase (+70.1%) thanksto the incorporation of thecontracted personnel and studenttransportation segment

On a endogenous “pro-forma” basis,revenue increased 7%, thanks to amore efficient operation at thecontracted personnel and studenttransportation segment

Robust Growth

Financial indicators (Ps.Mills.) 2017 2016

Total Revenue 2,990 2,223

Total Costs 2,218 1,589

Operating expense 514 381

Operating income 332 313

EBITDA 563 474

EBITDA margin (%) 18.8% 21.3%

Operating Indicators (Ps.Mills.)

Kilometers driven (thousands) 130,378 97,192

Average fleet size (units) 1,555 1,554

Average fleet age (years) 5.2 5.2

Average revenue per km driven (Ps.) 19.37 19.32

COGS/km (incl. D&A) 15.04 14.77

Storage space (m2) 302,844 304,265

Average revenue per m2 (Ps.) 134.84 134.61

COGS/m2 (Ps) 94.33 101.00

As of September 30

Ch.%

34.5

39.6

34.9

6.2

18.8

(2.5pp)

34.1

0.0

-

0.3

1.8

(0.5)

0.2

(6.6)

Revenue growth in the Cargo & Logistics segment was driven by higher rates and theacquisitions of Grupo SID and AFN

The incorporated companies increased out freight capacity both in number of powerunits and logistics services edge, including storage and other value-added services

Financial Indicators (Ps.Mills.) 2017

Total Revenue 2,221

Total costs 1,529

Operating expense 401

Operating income 314

EBITDA 424

EBITDA margin (%) 19.1%

Operating Indicators (Ps.Mills.)

Kilometers driven (thousands) 150,752

Average fleet size (units) 3,713

Average fleet age (years) 6

Average revenue per km driven (Ps.) 14.68

COGS/km (incl. D&A) 10.14

As of September 30

22

Given that LIPU was incorporated in 4Q16, there is no base for annual comparison in thissegment

Segment Performance

Cargo & Logistics Segment Indicators Contracted Personnel and Student Transportation Services Segment Indicators

16%9% 12%

63%

597

336 448

2,351

Up to 1 year Up to 2 years Up to 3 years > a 3 años

Debt Maturity ProfileMillones de MXP

Leverage Ratios

Sep-17 Dec-16

Total Debt / EBITDA1 2.53 3.88

Net Debt / EBITDA 2.12 3.27

Post-IPO Net Debt / EBITDA (1.02) -

Total Liabilities / Equity 0.59 1.12

23

Balance Sheet Summary as of September 30, 2017Thousands of MXP

Assets

Current Assets $6,803,412

Non-current Assets $8,526,948

Total $15,330,360

Liabilities + Stockholders’ Equity

Current Liabilities $1,909,418

Non-current Liabilities $3,779,984

Total Liabilities $5,689,402

Shareholders’ Equity $9,640,958

Total Liabilities + Shareholders’ Equity $15,330,360

Solid Financial Position

Notes:1. Without considering leases of 462,027 Thousands of MXP and EBITDA LTM of 1,294,225 Thousands of MXP

SupplementalInformation

25

Financial StatementsSummary

(Ps$ MM) 2014 2015 2016 Pro-Forma 2016(2)

Cargo & logistics revenues(1) 1,592.5 1,746.4 3,249.4 3,789.2

Contracted passenger services revenues - - 425.1 2,310.9

Other revenues 4.8 1.8 27.9 34.0

Total revenues 1,597.3 1,748.2 3,702.4 6,134.1

Total costs (1,222.1) (1,257.8) (2,654.6) (4,512.1)

Gross profit 375.2 490.4 1,047.7 1,622.0

General expenses (229.3) (255.6) (712.9) (1,067.8)

Allowance for doubtful accounts (6.1) (32.7) (56.3) (61.6)

Other (expenses) income, net 9.9 (1.4) 71.6 79.2

Operating income 149.7 200.7 350.1 571.8

Comprehensive financial results, net (65.6) (51.2) (195.2) (481.1)

Profit before income taxes 84.2 149.5 154.9 90.8

Total income taxes (45.9) (75.9) (121.3) (199.6)

Consolidated net income 38.3 73.5 33.5 (108.9)

Source: Company audited financial statements

Notes:1. Includes revenues from freight and logistics2. Pro-Forma figures include Grupo SID and LIPU for the full relevant period and include AFN figures from audited financials

As of December 31 As of September 30

Pro-Forma 2016(2) 2017

3,160.2 2,979.9

1,664.2 2,213.4

12.3 17.2

4,836.6 5,210.5

(3,649.4) (3,746.6)

1,187.3 1,463.9

(702.8) (957.7)

(51.3) (20.8)

62.2 114.1

495.4 599.5

(540.1) (338.4)

(44.9) 261.1

213.9 147.7

(258.8) 113.4

Income Statement

26

Financial StatementsSummary

Balance Sheet

(Ps$ MM) 2014 2015 2016

Cash and cash equivalents 68.9 392.3 467.7

Accounts receivable, net 360.9 345.7 1,037.7

Other receivables, net 54.3 643.1 693.9

Other current assets(1) 59.7 112.7 132.6

Total current assets 543.8 1,493.8 2,331.9

Transportation equipment and machinery, net 668.1 662.7 3,526.7

Goodwill 336.0 336.0 3,370.5

Other assets(2) 198.2 692.2 1,391.2

Total Assets 1,746.1 3,184.6 10,620.3

Current installments of long-term debt 197.3 217.1 51.6

Obligations under capital leases - - 40.0

Suppliers 110.5 112.7 477.6

Accruals 35.8 50.3 128.3

Income taxes 20.2 15.5 26.1

Related parties 74.7 88.5 26.2

Other current liabilities(3) 55.4 91.7 553.2

Total current liabilities 493.9 575.8 1,303.0

Long-term debt, excluding current installments 174.1 85.0 2,927.9

Obligations under capital leases, excluding current installments - - 220.7

Other non-current liabilities(4) 452.6 417.5 1,162.4

Total liabilities 1,120.6 1,078.3 5,614.0

Total stockholders' equity 625.5 2,106.3 5,006.2

Total liabilities and stockholders' equity 1,746.1 3,184.6 10,620.3

Source: Company audited financial statementsNotes:1. Includes related parties, inventories, prepayments and security deposits2. Includes long-term prepayments, prepayments for purchase of shares, investment in associated companies, receivable

convertible into shares, intangible assets and other assets and deferred income taxes

3. Includes other liabilities, other taxes, employee statutory profit sharing and advances from customers4. Includes related parties, financial liability for stock purchase option, contributions for future capital stock increases, financial

instruments, employee benefits and deferred tax liabilities

As of December 31 As of September 30

2017

526.1

1,390.4

4,697.7

189.3

6,803.4

3,794.4

3,370.8

1,361.7

15,330.4

513.8

91.7

505.5

267.4

51.8

21.5

457.7

1,909.4

2,756.6

370.4

652.9

5,689.4

9,640.9

15,330.4

27

Sep-17 Dec-16

Net cash flows from (used in) operating activities 378,389 119,877

Net cash flows from (used in) investing activities (274,454) (405,048)

Net cash flows from (used in) by financing activities (45,526) 326,878

Net increase (decrease) in cash and cash equivalents 58,409 41,707

Cash and cash equivalents at beginning of period 467,695 392,275

Cash and cash equivalents at end of period 526,104 433,983

Consolidated Stataments of Cash Flows (Thousands of MXN)

Source: Company’s public information.

Financial Statements Summary

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