Gerdau S A : Investor Presentation - November 2020
November 18, 2020 at 02:01 pm EST
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Construction: growth + resumption of construction + inventory replenishment + retail drive the strong demand recovery.
Industry: gradual return + inventory replenishment boosted the market.
Infrastructure: constructions related to energy still reaching high levels and the outlook of the resumption of other sectors.
Longs and flats spread evolution: growth of sold volumes mitigated the higher cost of raw materials.
Semi Finished Exports follow with positive profitability
OURO BRANCO MILL
MINING
Gerdau - BD Brazil
Overview
Shipments
EXPORTS
17%
DOMESTIC
83%
Domestic
Shipments 32% 25%
FLAT STEEL
LONG STEEL
INDUSTRY
40%
LONG STEEL
3%
CONSTRUCTION
SEMI FINISHED
Construction
Track Record GROWTH SCENARIO Long steel apparent use - construction (2015=100)
INFRASTRUCTURE INVESTMENT (R$ Billion)
100
79
74
77
83
173
145
123
132
144
117
115
100
79
74
77
78
15
16
17
18
19
2014
2015
2016
2017
2018
2019
PROJ
2020
Source: ABDIB
REAL STATE INVENTORY - SAO PAULO (Months)
16,1
17,9
15,2
11,2
9,0
8,3
5,1
2014
2015
2016
2017
2018
2019
2020
Source: Secovi - Sep/20
PROJ
INFRASTRUCTURE
CONFIDENCE INDEX - CONSTRUCTION
10%
REAL STATE
RETAIL
100,0
92,0
95,0
90,0
90,8
32% 58%
85,0
80,0
75,0
70,0
65,0
60,0
65,0
55,0
Sep-18
Nov-18
Jan-19
Mar-19
May-19
Jul-19
Sep-19
Nov-19
Jan-20
Mar-20
May-20
Jul-20
Sep-20
Source: FGV - Oct/20
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Gerdau SA published this content on 18 November 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 18 November 2020 19:00:01 UTC
Gerdau S.A. is one of the world's leading producers of long steels.
As of the end of 2018, the group has 41 steel mills worldwide.
Net sales break down geographically as follows: Brazil (37.4%), South America (10.4%), North America (51%), Europe and Asia (1.2%).