SLC Agrícola S A : JP Morgan Presentation 11.29.23
December 01, 2023 at 07:41 am EST
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Agriculture at its best
NOVEMBER, 2023
AGENDA
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INTRODUCTION
MARKET
STRATEGY
FINANCIAL
TECHNOLOGY
ESG
OUTLOOK
INDICATORS
& INNOVATION
INTRODUCTION
AGRICULTURE
AT ITS BEST
THE BUSINESS
I N O N E S L I D E
WHAT
WHERE
Production
In 7 states of
of cotton, soybean,
the Brazilian
corn and seeds
"Cerrado" Region
Owned land
Leased land
HOW
On both owned and leased land, large scale farms
FOR WHO
GRAINS COTTON
TradingsTradings
Animal Feed Textile Ind.
Food Industry
SEEDS
Agricultural producers
THE BEST OF AGRICULTURE
STRATEGICALLY POSITIONED FARMS
A P O R T F O L I O R E S I L I E N T T O C L I M A T I C V A R I A T I O N S
3
MA - 145,381 ha
22%*
PI - 15,412 ha **
2
2%*
269,984 ha - MT
40%*
22%*
6
BA - 150,575 ha
9
22 FARMS
1
GO + MG - 27,345 ha
65,706 ha - MS
4%*
2
DISTRIBUTED
10%*
THROUGHOUT THE
BRAZILIAN CERRADO
674 THD HA OF
PLANTED AREA*
* The percentage numbers are the planted area of each region in relation to the Company's total
** PI owns a farm leased to third parties
Source: Release 3Q23
BREAKDOWN PER CROP
A D I V E R S I F I E D A N D F L E X I B L E P O R T F O L I O
PLANTED AREA
Corn Cotton
20% 24%
Soybean
51%
Note: 4% Others
REVENUE
ADJUSTED EBITDA
Corn
Corn
10%
10%
Cotton
Cotton
36%
43%
Soybean
Soybean
42%
53%
Note: 5% Others
Note: 1% Others
*Planted Area: 2022/2023 crop forecast issued on 3Q23. Revenue and EBITDA: 2022 ** In revenue, Cotton contains cotton seed
MARKET
OUTLOOK
AGRICULTURE
AT ITS BEST
SOYBEAN
P R I C E
(CBOT) SPOT Jan 24 - USDbu
13.31
(CBOT) Mar 24 - USDbu
13.49
(CBOT) May 24 - USDbu
13.62
(CBOT) Sep 24 - USDbu
12.99
(USD/Bushel)
13.31
2017
2018
2019
2020
2021
2022
2023
Price -> Source: Bloomberg (CBOT). Last update: 27th november 2023
WSD -> Source: USDA (November, 2023) | *Forecast
WORLD SUPPLY & DEMAND
(MILLION TONS)
-4.5%USA planted area
0,6% yield
2023/24 VS 2022/23
-19
2012/13
2013/14
2014/15
2015/16
2016/17
2017/18
2018/19
2019/20
2020/21
2021/22
2022/23
2023/24*
Consumption
Production
GAP
CORN
P R I C E
(CBOT)SPOTSepDec2323- USDbu- USDbu 4.6382
(CBOT)DecMar2324--USDbubu
4..8396
(CBOT)JulMay2424- USDbu- USDbu
45.9522
(CBOT)SepJul 24 - USDbu
55..0415
(USD/Bushel)
4.63
2017
2018
2019
2020
2021
2022
2023
Price -> Source: Bloomberg (CBOT). Last update: 27th november 2023
WSD -> Source: USDA (November, 2023) | *Forecast
WORLD SUPPLY & DEMAND
(MILLION TONS)
+7.1% USA planted area
-0,9%yield
2023/24 VS 2022/23
-12
-12
-17
-2
2012/13
2013/14
2014/15
2015/16
2016/17
2017/18
2018/19
2019/20
2020/21
2021/22
2022/23
2023/24*
Consumption
Production
GAP
COTTON
P R I C E
WORLD SUPPLY & DEMAND
(MILLION BALES)
-25.7% USA planted area
(ICE) SPOT Dec 23 -US¢lb
80.39
-17.6%yield
2023/24 VS 2022/23
(ICE) May 24 -US¢lb
81.69
(ICE) Jul 24 - US - US¢lb
82.24
(ICE) Dec 24 - US - US¢lb
78.41
(Cents/Pounds)
19
9
7
16
7
2012/13
2013/14
2014/15
2015/16
2016/17
2017/18
2018/19
2019/20
2020/21
2021/22
2023/24*
2022/23
-15
-11
1
-4
-10
0
-2
80.39
2017
2018
2019
2020
2021
2022
2023
Price -> Source: Blommberg (NYSE). Last update: 27th november 2023
Consumption
Production
GAP
WSD -> Source: USDA (November, 2023) | *Forecast
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Disclaimer
SLC Agrícola SA published this content on 29 November 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 01 December 2023 12:40:31 UTC.
SLC Agricola SA is a Brazil-based company principally engaged in agricultural sector. The Company is active in the in the whole agricultural production cycle, which includes planning, purchasing supplies, soil preparation, planting and harvesting, as well as processing and storage, among others. The Company's activities are divided into two business segments: Agricultural production and Land portfolio. The Agricultural production division focuses on developing plantations of various crops, such as cotton, soybean, corn, wheat, coffee, sorghum, sugarcane and sunflower. The Land portfolio division is responsible for the acquisition and development of land for agriculture. The Company operates through a number of subsidiaries, such as Fazenda Planorte Empreendimentos Agricolas Ltda, SLC-MIT Empreendimentos Agricolas SA and Fazenda Parnaiba Empreendimentos Agricolas Ltda.
SLC AGRÍCOLA S.A. 
