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Caxias do Sul, November 9 th , 2011.

Disclosure of 3Q11 Results. Presentation :. Carlos Zignani - Investor Relations Director. José A. Valiati - Controller and Chief Financial Director. Thiago A. Deiro - Investor Relations Manager. Caxias do Sul, November 9 th , 2011. D. ISCLAIMER.

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Caxias do Sul, November 9 th , 2011.

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  1. Disclosureof 3Q11 Results Presentation: Carlos Zignani - Investor Relations Director José A. Valiati - Controller and Chief Financial Director Thiago A. Deiro - Investor Relations Manager Caxias do Sul, November 9th, 2011.

  2. D ISCLAIMER This presentation contains future information. Such information is not simply historical facts, but reflects the desires and the expectations of the Company’s leadership. The words anticipates, desires, hopes, forecasts, intends, plans, predicts, projects, wishes and similar ones, intend to identify affirmations that necessarily involve known and unknown risks. Known risks include uncertainties that are not limited to the impact of the competitiveness of the prices and services, market acceptance of services, the Company’s service transitions and its competitors, the approval of regulations, currency, fluctuation in the exchange rate, changes in the mix of services offered, and other risks described in the reports of the Company. This presentantion is updated until the present date. However, Marcopolo is not obligated to update it with new information and/or future events.

  3. O UTLINE 3Q11 Highlights and Outlook for 2012 Operatingand Financial Results Stock Market

  4. H IGHLIGHTS 3Q11 x 3Q10 • Brazilian Total Production:9,922 units +12.0% • Marcopolo’s Total Production: 8,982 units +24.3% • Net Revenues: R$ 888.6 million +24.6% • EBITDA: R$ 127.2 million +42.4% • EBITDA Margin: 14.3% • Net Profit: R$ 78.5 million +20.8% • Improvement in Marcopolo’s shares liquidity 4

  5. O UTLOOK - 2012 • Brazil • Market heated up with order backlog until the end of January/2012 • 2012 Municipal Elections – tendency to renewal of the urban fleet • Initial demand for BRTs • Tender for interstate and international lines concessions expected to happen in the 1H12 • Euro 5 Emission Standards starting January, 2012 • FINAME – PSI: valid until December 2011 • Growth of the GDP, Income and Employment level • Possibility of the introduction of a new credit line called “Green Finame” supported by the BNDES 5

  6. O UTLOOK - 2012 • India • –TMML to diversify product portfolio – increasing production with focus on results; • Egypt • – GB Polo to diversify product portfolio introducing Marcopolo’s products; • South Africa • – Stable level of production; • Mexico • –Increasing production with upward bias; • Colombia • –High level of production. Moderate growth in 2012; • Argentina • – Company will maintain the growth pace due to high level of demand. 6

  7. O UTLINE 3Q11 Highlights and Outlook for 2012 Operating and Financial Results Stock Market

  8. T OTAL PRODUCTION (units) & MARKET SHARE (%) Marcopolo’s Total Production +9.5% +14.9% 30,200 27,580 23,242 20,236 19,384 +24.3% External Market 8,982 7,223 Domestic Market *E = expected Marcopolo’s Market Share in Brazil -0.4pp +4.6PP 8

  9. F INANCIAL HIGHLIGHTS (R$ Million) Total Net Revenues +9.6% 3,250.0 +14.1% 2,964.5 950.0 2,420.2 884.8 2,120.3 2,023.8 640.6 External Market +24.6% 888.6 713.3 2,079.7 Domestic Market 1,383.2 2,300.0 *E = expected Gross Profit and Margin +64.1% +9.9% +28.4% 9

  10. F INANCIAL HIGHLIGHTS (R$ Million) EBITDA and Margin +124.5% +7.6% +42.4% Net Profit and Margin +136.6% +8.2% +20.8% 10

  11. F INANCIAL HIGHLIGHTS (R$ Million) Net Equity & ROE +16.9% +31.0% ROIC (%) -0.3pp +4.9PP 11

  12. F INANCIAL HIGHLIGHTS (R$ Million) Investments -14.1% +3.1% *E = expected Net Indebtedness 709.6 -28.4% +9.5% 548.8 501.2 508.4 Net Debt (Industrial Segment)/LMT EBITDA - 0.06x 1.1x 0.02x  = Financial Segment  = Industrial Segment 12

  13. C ONSOLIDATED FIGURES (R$ Million) 13

  14. O UTLINE 3Q11 Highlights and Outlook for 2012 Operatingand Financial Results Stock Market

  15. S HAREHOLDING DISTRIBUTION Common Shares As ofOctober31st, 2011. 15

  16. S HAREHOLDING DISTRIBUTION Preferred Shares As ofOctober31st, 2011. 16

  17. S TOCK PERFORMANCE Marcopolo PN x Ibovespa - Base 100 POMO4: +29.9% IBOV: -24.6% R$ 6.90* R$ 5.31* 69,429 pts 52,324 pts * Adjustedby 100% stock dividendapprovedonSeptember 10th, 2010. 17

  18. S HARE LIQUIDITY & VALUATION Marcopolo PN - POMO4 18

  19. I NVESTOR RELATIONS CONTACT Carlos Zignani Investor Relations Director carlos.zignani@marcopolo.com.br Tel: + 55 (54) 2101.4115 Thiago A. Deiro Investor Relations Manager thiago.deiro@marcopolo.com.br Tel: + 55 (54) 2101.4660 www.marcopolo.com.br/ir ri@marcopolo.com.br

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