2. Forward Looking Statement
This presentation includes forward-looking statements or statements about events or
circumstances which have not occurred. We have based these forward-looking
statements largely on our current expectations and projections about future events and
financial trends affecting our business and our future financial performance. These
forward-looking statements are subject to risks, uncertainties and assumptions, including,
among other things: general economic, political and business conditions, both in Brazil
and in our market.
The words “believes,” “may,” “will,” “estimates,” “continues,” “anticipates,” “intends,”
“expects” and similar words are intended to identify forward-looking statements. We
undertake no obligations to update publicly or revise any forward-looking statements
because of new information, future events or other factors. In light of these risks and
uncertainties, the forward-looking events and circumstances discussed in this
presentation might not occur. Our actual results could differ substantially from those
anticipated in our forward-looking statements.
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
3. Contents
Strategic Objectives
E-Jets Family
Market Outlook 2011-2030
Product Development
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
4. Strategic Objectives:
• Leadership in the Products that satisfy market
Commercial Aviation
needs (reliable, efficient,
up 120 seats
comfort, performance and
• $250 million EBIT economics)
from Services and
Support in 2025
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
5. Individual Entertainment Systems
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
6. Long Haul Flying & Dual Class
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
7. Right-Sizing for Profitability
New York - Washington
Dec/08 Jun/11
Seats 2,064 1,140
06:00 MD88 E175
MD88 E175
08:00 MD88 E175
MD88 E175
10:00 MD88 E175
MD88 E175
12:00
MD88 E175
MD88 E175
14:00 MD88 E175
MD88 E175
16:00 MD88 E175
MD88 E175
18:00 MD88 E175
MD88 E175
20:00 E175 E175
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
8. London City Airport Operation
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
9. Growing from Smaller Jets
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
10. Building Frequency & Network
“The EMBRAER 190 fleet will be key in ensuring Kenya Airways
becomes the leading carrier on the continent, interlinking African cities
and, through our Nairobi hub, connecting Africa to the world,”
(Dr. Titus Naikuni, Group MD & CEO)
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
11. Introducing Low Cost Air Travel
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
13. More than 1,000 E-Jets ordered
More than 800 delivered
Commercial Aviation Firm
(as of Sep 30th., 2011) Orders
EMBRAER 170 188
EMBRAER 175 189
EMBRAER 190 531
EMBRAER 195 110
E-Jets 1,018
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
14. Market Confidence on E-Jets in 2011
Customer Firm Orders
Dniproavia 10 E190
TRIP 3 E190
Air North 1 E170
Alitalia 15 E175 + 5 E190
KLM 5 E190
CDB Leasing (China Southern) 10 E190
Air Astana 2 E190
Air Lease 10 E190
GECAS 8 E190
Kenya Airways 10 E190
Lufthansa 5 E195
Azul 11 E195
Undisclosed 1 E175
Jan-Oct/2011 96
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
15. Market Share - World (Jets 61-120 seats)
Embraer: 170/175/190/195 Sukhoi: Superjet 100
Bombardier: CRJ700/900/1000; CS100 Comac: ARJ-21
Airbus: A318 Antonov: An-148/158
Boeing: B737-600 Mitsubishi: MRJ90
50%
40%
30%
20%
10%
0%
2000
2001
2003
2004
2005
2006
2007
2008
2009
2010
2002
2011
Considering accumulated Net Orders up to Sep/11.
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
16. Strategic Objectives:
Products that satisfy market needs
• Leadership in the (reliable, efficient, comfort, performance
Commercial Aviation and economics)
up 120 seats
Diversified customer base
• $250 million EBIT
from Services and
Support in 2025
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
17. E-Jets Customer Base (by Business Model)
(% of E-Jets Fleet+Backlog)
Low Cost Carriers Network Airlines
• Right-sizing • Right-sizing
• New Markets 27% • New markets
32%
41%
Regional Airlines
• Natural Growth
• Right-sizing
E-Jets efficiency in all business models
Source: Embraer (Jun/2011)
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
18. E-Jets Global Presence
E170 E175 E190 E195
Diversified customer base across five continents
60 airlines in 40 countries
Source: OAG (3Q2011)
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
19. Strategic Objectives: Products that satisfy market needs
(reliable, efficient, comfort, performance
• Leadership in the
and economics)
Commercial Aviation
Diversified customer base
up 120 seats
Customer base expansion
• $250 million EBIT
through leasing companies
from Services and
Support in 2025
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
21. around
60 customers
worldwide
Air Lease Customer Base:
Italy China
United States France
Alitalia Air China
Hawaiian Airlines Air Austral
Air Macau
Southwest Airlines Air France
Bulgaria China Eastern- Airlines
Spirit Airlines China Southern Malaysia
Turkey Bulgaria Air
United Continental- Holdings Hainan Airlines AirAsia
SunExpress
Czech Republic Shanghai Airlines
Canada Sichuan Airlines Vietnam
Germany Travel Service, A. S.
Air Canada Spring Airlines Vietnam Airlines
Sunwing Airlines airberlin
United Kingdom Xiamen Airlines
WestJet XL Airways - Germany Korea
Thomas Cook
India Asiana Airlines
Mexico Ireland Korean Air
Russia GoAir
AeroMexico Aer Lingus
S7 Airlines Kingfisher Airlines
interjet SpiceJet Mongolia
volaris Norway MIAT Mongolian Airlines
Norwegian Air - Shuttle South Africa
South African - Airways Indonesia
Trinidad & Tobago ASA Thailand
Garuda Indonesia
Caribbean Airlines Orient Thai Airlines
Spain Kenya
Kenya Airways Japan
Brazil Air Europa Australia
Skymark Airlines
Gol Airlines vueling Virgin Australia
Ethiopia
TAM Airlines Kazakhstan
The Netherlands Ethiopian Airlines
Trip Linhas Aereas Air Astana New Zealand
KLM Air New Zealand
transavia.com United Arab Emirates
Colombia Sri Lanka
Air Arabia
Avianca Mihin Lanka
Etihad
SriLankan Airlines
22. E-Jets supported by Leasing Companies
Source: Embraer, as of September 2011
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
23. E-Jets Operating Lease Fleet Evolution
233 Leased
(29%)
189 Leased
(27%)
170 Leased
(28%)
141 Leased
(29%)
107 Leased
(32%)
70 Leased
28 Leased (33%)
(24%)
0 Leased
Backlog as of July 2011
Source: ACAS, Embraer’s Sales Financing
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
24. Products that satisfy market needs
(reliable, efficient, comfort, performance
Strategic Objectives: and economics)
• Leadership in the Diversified customer base
Commercial Aviation Customer base expansion through
up 120 seats leasing companies
• $250 million EBIT Excellence in Customer
from Services and Experience (ECE)
Support in 2025
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
25. Services Portfolio Enhancement: e-Solutions
Material:
Streamline your purchasing
process
• e-commerce, e-pool, order
tracking and B2B
integration
Flight Ops, Technical &
Maintenance:
Up-to-date information
anywhere
• maintenance & operations
technical publications
Manage your E-Jets fleet
health
• health monitoring system
and troubleshooting
THIS INFORMATION IS EMBRAER PROPERTY AND CANNOT BE USED OR REPRODUCED WITHOUT WRITTEN AUTHORIZATION
26. Global Presence: MRO Network
Updated: November 2011
25 Service Centers
28 in 2012
THIS INFORMATION IS EMBRAER PROPERTY AND CANNOT BE USED OR REPRODUCED WITHOUT WRITTEN AUTHORIZATION
27. ECE Project: Customer Care Center
Illustrative pictures
• Will provide 24/7, fast, integrated
and comprehensive solutions
with clear and accessible status
information for customers,
covering Technical (AOG,
Routine, Tech Pubs and MRB)
and Logistics (Parts and
Shipment)
•Single point of contact for all
technical and material inquires
• And, on-demand on-site support
and aircraft recovery services
(Go/Rescue Team)
THIS INFORMATION IS EMBRAER PROPERTY AND CANNOT BE USED OR REPRODUCED WITHOUT WRITTEN AUTHORIZATION
29. global overview
Trends and
Global Trends analysis
Balance of global economic power shifting to East and South
Growth of Emerging Markets Medium and small cities driving economic growth
Long term air transport demand growth
Middle class expansion
Increased Disposable Income New markets opportunities for smaller jets
More air services liberalization (Asia and East Europe)
Increased Competition LCC’s expansion (mostly in Asia)
Weak revenue environment
More consolidations & mergers and fewer start-ups
Business Efficiency Capacity management and cost reduction
Match aircraft capacity to market demand (right-sizing)
Emissions and noise restrictions getting tougher
Environmental Pressure Development of new technologies (retirement of older jets)
Use of alternative fuels, lower fuel consumption and emissions
Market Outlook 2011-2030
30. 5.2% annual world RPK growth
7.5% China
7.2% Latin America
6.9% Middle East
6.1% Asia Pacific
5.9% CIS
5.4% Africa
4.4% Europe
3.5% North America
Market Outlook 2011-2030
The information contained herein is property of Embraer and shall not be copied or used without Embraer s written consent
31. market forecast
By the
Projected Deliveries by Segment numbers
31,435 new aircraft deliveries total market value of US$ 3 tri*
7,225 aircraft
(23%)
* At list price Market Outlook 2011-2030
