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OFFON

CRESUD SOCIEDAD ANÓNIMA COMERCIAL, INMOBILIARIA, FINANCIERA Y AGROPECUARIA

(CRES)
  Report
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Cresud Sociedad Anónima Comercial Inmobiliaria Financiera y Agropecuaria : Webcast | IVQ 2021

09/09/2021 | 01:12pm EDT

F Y 2 0 2 1 C O N F E R E N C E C A L L

S e p t e m b e r 9 , 2 0 2 1

Hosted by:

  • Alejandro Elsztain, CEO
  • Matias Gaivironsky, CFO

MAIN EVENTS FOR FY 2021

Record regional campaign

260k ha Planted Area

844k tn Crop Production

USD 8.6 MM

San Pedro fraction sale (Argentina)

USD 0.7 MM

Sale of 0.9% stake of Agro-Uranga

USD 42.5 MM

CRESUD capital increase

90 mm shares + 90 mm warrants

USD 138.5 MM

EBITDA Agropecuario récord

(+ 32% vs 2020)

CRESUD +

Famland

Farming

FyO

sales

70%

41%

22%

BrasilAgro

Others

59%

8%

USD 31 MM

Bolivia farmland sale

BRL 67 MM

Jatobá fraction sale (Brazil)

BRL 440 MM

+60 MM secondary market

Capital increase Brasilagro

20 mm shares (primary) + 2,7 mm (secondary)

NET RESULT

Mainly explained by the loss from changes in the

in the deferred income tax of the rate increase

FV of investment properties at IRSA, the impact

(ARS bn)

from 25% to 35% and the result from

30,0

discontinued operations

5,9

FY 20

FY 21

FY 20

FY 21

-24,5

-12,6

Net Result

Net Result Attributable to Controlling

Company

USD 10 MM

Sale of meatpacking plant

  • ARS 930 MM company´s debt

USD 61 MM

Warrants exercise of Brasilagro

Stake, net of treasury, increased from 33.6% to 39.4%

2

PORTFOLIO EVOLUTION

FY 2021 VS. FY 2020

TOTAL SURFACE

(Th. Ha.)

Owned

Leased

Long Term Concession

886,8 -1% 879,9

132,0132,0

125,0122,3

-2,5

Argentina

(San Pedro

partial sale &

stake in

Agro-Uranga)

629,8625,6

-1,7

Brazil

(Jatobá partial sale)

PRODUCTIVE SURFACE

(Th. Ha. - Owned + LT Concession)

Crop Cattle

+3%

299,7 307,8

168,0

+11,3 new

170,0

productive ha.

(+2,0 cattle,

+9,3 crop)

-3,3 sold

productive ha.

131,7

137,8

HOLDING STAKES

(%)

100,0% -100%

35,7% -0.9% 34,8%

22,3% -1.6% 20,7%

50,1%50,1%

33,6% +5.8% 39,4%

62,3%62,2%

FY 2020

FY 2021

FY 2020

FY 2021

FY 2020

FY 2021

3 3

FARMING ACTIVITY

FY 2021

CORN: US & the World Stock / Consumption ratio

Boom of Commodity Prices

35%

30%

25%

20%

15%

10%

5%

0%

93/94

94/95

95/96

96/97

97/98

98/99

99/00

00/01

01/02

02/03

03/04

04/05

05/06

06/07

07/08

08/09

09/10

10/11

11/12

12/13

13/14

14/15

15/16

16/17

17/18

18/19

S/C EE.UU

Mundo

Prom EEUU

Prom

24,1%

13,3%

19/20 20/21 21/22 Ant

21/22 Act

Mundo

700

Soja CBOT disponible en US$/tt

+64%

(Jun 21 vs. Jun 20)

600

Maíz CBOT disponible en US$/tt

533

500

-11%

474

SOYBEAN: US & the World Stock / Consumption ratio

35%

30%

25,4%

25%

20%

15%

10%

9%

5%

0%

93/94

94/95

95/96

96/97

97/98

98/99

99/00

00/01

01/02

02/03

03/04

04/05

05/06

06/07

07/08

08/09

09/10

10/11

11/12

12/13

14/15

16/17

19/20

20/21

21/22ant

21/22Act.

EE.UU

Mundo

Prom Mundo

Prom EEUU

400

+113%

325

(Jun 21 vs. Jun 20)

300

284

-29%

200

133

100

11/19

12/19

01/20

02/20

03/20

04/20

05/20

06/20

07/20

08/20

09/20

10/20

11/20

12/20

01/21

02/21

03/21

04/21

05/21

06/21

07/21

08/21

4

FARMING ACTIVITY

2021 SEASON

CROP BREAKDOWN (FY 2021)

We added specialties

in FY 2021…

Soybean

26%

Chia

Barley

Corn

10%

2%

2% Rye

1%

Sugarcane

4%

Chickpea

5%

4%

Beans

Wheat

Sesame

76%

8%

Specialties

8%

Pea

6%

Others

48%

…and premium

customers to our food value chain

REGIONAL WEATHER CONDITIONS (as of August 2021)

PLANTED AREA EVOLUTION

2021 CAMPAIGN IN SIMILAR LEVELS THAN 2020

264

260

248

10

11

Paraguay

14

13

Bolivia

212

213

205

200

202

199

183

179

101

106 Brazil

142 141

82

139

129 Argentina

49

FY 07 FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21

5

Para continuar a leer este documento, haga clic aquí para la versión original.

Disclaimer

Cresud S.A.C.I.F. y A. published this content on 09 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 September 2021 17:11:04 UTC.


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Financials
Sales 2020 121 B 1 221 M 1 221 M
Net income 2020 3 929 M 39,6 M 39,6 M
Net Debt 2020 317 B 3 193 M 3 193 M
P/E ratio 2020 4,02x
Yield 2020 -
Capitalization 66 434 M 669 M 669 M
EV / Sales 2019 3,15x
EV / Sales 2020 2,74x
Nbr of Employees -
Free-Float 68,7%
Chart CRESUD SOCIEDAD ANÓNIMA COMERCIAL, INMOBILIARIA, FINANCIERA Y AGROPECUARIA
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Income Statement Evolution
Managers and Directors
Alejandro Gustavo Elsztain Second Vice Chairman & Chief Executive Officer
Matías Iván Gaivironsky Chief Financial & Administrative Officer
Eduardo Sergio Elsztain Chairman
Pedro Damaso Labaqui Palacio Independent Director
Alejandro Bartolomé Independent Director