INSTITUTIONAL
PRESENTATION
September| 2022
GERDAU
THE LARGEST BRAZILIAN STEEL PRODUCER
Industrial | 32units of |
presence in | steel production |
9countries | |
75Comercial | 36,000 |
direct | |
Gerdau stores | and indirect |
employees | |
worldwide |
USA | CANADÁ | ||||||||||
USA | |||||||||||
Sillicon | Valley | DOMINICAN | |||||||||
MEXICO | |||||||||||
REPUBLIC | |||||||||||
COLOMBIA | |||||||||||
ENGLAND Manchester
Shares
traded on the São Paulo, New York, and Madrid
Stock Exchanges
250,000 hectares of forest base, including eucalyptus plantations and preservation areas
11million
tons of scrap steel in its operations in Brazil and abroad
2 iron ore
mines
PERU | BRAZIL | ||||||
URUGUAY | |||||||
ARGENTINA | |||||||
INNOVATION OUTPOSTS
OPERATING AND COMMERCIAL UNITS
This content is Public. | 2 |
CORPORATE GOVERNANCE
CORPORATE STRUCTURE | INDEXES GGBR | |||||||||||
33% | Controlling | 67% | Outstanding | IBOVESPA B3 | ICO2 B3 | IBXL B3 | ||||||
Shares | ||||||||||||
Shareholders | ||||||||||||
(Free Float) | INDX B3 | ITAG B3 | IBRX B3 | |||||||||
GGBR3 | IGCT B3 | IGCX B3 | IBRA B3 | |||||||||
GGBR4 | IVBX B3 | MLCX B3 | IMAT B3 | |||||||||
GGB | ||||||||||||
BOARD OF DIRECTORS | ||||||||||||
Guilherme | André Bier | Claudio | Gustavo | Claudia | Augusto | Alberto | ||||||
Gerdau | Brauna | |||||||||||
Chagas Gerdau | Johannpeter | Werneck ¹ | Sender | Fernandes | ||||||||
Johannpeter | Pinheiro | |||||||||||
Chairman | Vice | Vice | Member | Independent | Independent | Independent | ||||||
President | President | Member | Member | Member |
¹ Also CEO of the Company | 3 |
+120
YEARS OF
HISTORY
GERDAU'S SUSTAINABLE GROWTH
BEFORE
Operation in 16
countries
R$ 10.8 billion of
Net Revenue1
SG&A as 6.3%1 of the Net Revenue
EBITDA Margin:
14.2%1
Financial Cycle:
84 days1
Net Debt/EBITDA:
2.4x1
PROCESS OF DIVESTMENTS
2014 to 2018
R$ 7.4 billion
Sales of operations | Sales of mills, processing |
in Spain and Chile | plants and real estate |
assets in the US | |
Sales of the mill | Hydropower sales in |
and coal assets in | |
Brazil | |
Colombia | |
Joint ventures in the | Sale of Special Steel |
Dominican Republic | operations in India |
and Colombia |
STRATEGY | AFTER | ||
Focus on | Operation in 9 | ||
countries | |||
America | |||
R$ 23 billion of | |||
Profitability of our | Net Revenue2 | ||
operations | SG&A as 2.2%2 of | ||
the Net Revenue | |||
Focus on our Core | EBITDA Margin: | ||
Business | |||
29.1%2 | |||
Commercial and | Financial Cycle: | ||
64 days2 | |||
operational strategies | |||
better aligned with | Net Debt/EBITDA: | ||
Culture | People. | |||
0.18x2 | |||
(1) 2014. (2) 2Q22
This content is Public.
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BRAZILSTRENGHTS
BUSINESS MODEL
STRENGHTS
SECTOR/PRODUCTS
- Integration of production routes
- Presence in different segments of construction and industry
LATIN AMERICA
■ Presence in different segments of construction, featuring infrastructure, agriculture sectors and industry
NORTH AMERICA
- Higher added value products and profitability
- One-stop-shopconcept
■ Commercial strategy review
SPECIAL STEEL
- Presence in Brazil and US
■ Light and heavy vehicles and O&G segments
- Distribution ~ 50%
- Industry ~ 30%
- Construction ~ 20%
- Distribution ~ 60%
- Industry ~ 30%
- Construction ~ 10%
- Distribution ~ 50%
- Construction ~ 25%
- Manufacturing ~ 25%
Brazil:
- Automotive ~ 80%
- Non automotive ~ 20%
- Long steel ~ 55%
- Flat steel ~ 30%
- Semi finished ~ 15%
- Long steel 100%
- Structurals ~ 45%
- Merchants/ Other Long Products ~ 45%
- Rebar ~ 10%
US:
- Automotive ~ 80%
- Non automotive ~20%
Local competition and cleaner steel.
Broad product portfolio, geographic diversification, proximity to raw materials and clients.
Competitive advantage in both Cost and CO2 emission per ton.
ESG in the decision-making process.
Focus on Americas, with higher added value products.
Capital allocation discipline.
Cultural and digital transformation.
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Gerdau SA published this content on 13 September 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 September 2022 18:39:05 UTC.