1. JBS S.A. Resultado do 3º Trimestre de 2009 Reunião Pública com Analistas e Investidores 16 de novembro de 2009 “ Confiamos em Deus, respeitamos a natureza” JBS S.A.
3. NOSSOS VALORES SÃO OS PILARES DA NOSSA CULTURA Planejamento Obstinação Disciplina Disponibilidade Franqueza Simplicidade 2
4. Destaques do 3T09 3 Perguntas e Respostas Nossa Estratégia Considerações Finais Panorama de Mercado Agenda
5.
6. 4+% 8+% 10+% Bases da JBS Margem EBITDA média consolidada 50% 5 Nossa Estratégia Branding Produtos de valor agregado Plataforma de vendas e distribuição Plataforma de produção Estrutura financeira Management experiente Redução de custos, produtividade e otimização dos processos Controle de riscos
8. Maiores importadores de carne bovina Fonte: USDA 2009 Maiores consumidores de carne bovina Maiores exportadores de carne bovina Maiores produtores de carne bovina 7 Mercado Global
9. Fonte: ONU (Organização das Nações Unidas) e USDA *Estimativas da ONU **Tendência para o consumo de carne bovina considerando CAGR de 2,0% a.a (de 1960 a 2008) CAGR 2,0% Crescimento da população, um indicador do consumo da carne. 8 Crescimento Populacional Mundial e Consumo de Carne Bovina (1960 – 2050)
10. 9 Fonte: FAO Consumo de alimentos per capita (kg / Ano)
11. 10 Fonte: USDA ERS Exportações de Carne Bovina e Vitela dos EUA (Milhões de Libras)
12. 11 Fonte: USDA ERS Exportações de Carne Suína dos EUA (Milhões de Libras)
13. 12 Fonte: USDA ERS Exportações de Frango dos EUA (Milhões de Libras)
17. Fonte: JBS Distribuição da Receita por Unidade de Negócio 3T09 Distribuição da Receita por Mercado 3T09 Fonte: JBS 16 Distribuição da Receita Líquida Consolidada
29. Nós fazemos declarações sobre eventos futuros que estão sujeitas a riscos e incertezas. Tais declarações têm como base crenças e suposições de nossa Administração e informações a que a Companhia atualmente tem acesso. Declarações sobre eventos futuros incluem informações sobre nossas intenções, crenças ou expectativas atuais, assim como aquelas dos membros do Conselho de Administração e Diretores da Companhia. As ressalvas com relação a declarações e informações acerca do futuro também incluem informações sobre resultados operacionais possíveis ou presumidos, bem como declarações que são precedidas, seguidas ou que incluem as palavras "acredita", "poderá", "irá", "continua", "espera", "prevê", "pretende", "planeja", "estima" ou expressões semelhantes. As declarações e informações sobre o futuro não são garantias de desempenho. Elas envolvem riscos, incertezas e suposições porque se referem a eventos futuros, dependendo, portanto, de circunstâncias que poderão ocorrer ou não. Os resultados futuros e a criação de valor para os acionistas poderão diferir de maneira significativa daqueles expressos ou sugeridos pelas declarações com relação ao futuro. Muitos dos fatores que irão determinar estes resultados e valores estão além da nossa capacidade de controle ou previsão. 28 DISCLAIMER
Hinweis der Redaktion
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
Let me introduce ourselves. Mr. Sergio Longo, who is CFO and Investor Relations Director and I, Rodrigo Gagliardi, Investor Relations Manager of JBS S.A. I don’t know how much do you know about the company? We have here a presentation. It’s up to you do decide if we go through the presentation, or maybe if you know enough about JBS we go directly to an Q and A dialogue.
