GERDAU S.A.

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Gerdau S A : Investor Presentation - November 2020

11/18/2020 | 02:01pm

.

Institutional

Presentation

November

2020

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

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