Dexco S A : 12/15/2021 Goldman Sachs Investors Meeting
December 15, 2021 at 05:29 pm EST
Share
Goldman Sachs Investors Meeting
December, 15, 2021
Disclaimer
The information herein has been prepared by Dexco S.A. and does not represent any form of prospectus regarding the purchase or subscription to the company's shares or securities.
This material contains general information relating to Dexco and the markets in which the company operates.
No representation or guarantee, expressed or implied, is made herein, and no reliance should be placed on the accuracy, justification or completeness of the information provided.
Dexco does not offer any assurances or guarantees regarding the fulfilment of expectations described.
2
Strategic Pillars
Wood Division
Antecipate trends
Prominence in the
Client and Customer
Journey
Build resilience
PEOPLE
ESG
Build resilience
Wood Division
Production Capacity of Duratex Brasil Panels with 100% BP occupancy.
LP: 3rd new LP¹
LP: 2nd new LP¹
[Agudos]
Main highlights
52%
[Itapetininga]
47%
• 2026 volume will be 10% higher than
45%
44%
2021 based on investments in presses.
• Anticipation of capacity in 1 year
+155
+101
+79
+11
compared to DTX 21-25.
• BP lines representing 50% of
production volume.
2022
2023
2024
2025
In Mm³
MDP
MDF
% of coated
¹Low pressure: production process for coating wood panel
Build resilience
Wood Division
Duratex Brazil Export Strategy | Expansion potential (m³/year).
Commercial Scale of Panels
12%
24%
35%
Action
88%
76%
65%
Base
+ Quik Action
+ Traders
IM FM
Challenges
Increasing interest and freight rates
International logistics with a challenging scenario
Targets Countries:
23
Customers with potential
to:
Fast absorption
Trader Reactivation:
+14 countries
High purchase potential
Avoiding price pressure
in Brazil
Ensuring Full Factories
Quick Action = tactical customers able to quickly absorb additional volumes at attractive margin levels | Traders Reactivation = few customers with high purchasing potential at competitive prices
This is an excerpt of the original content. To continue reading it, access the original document here.
Attachments
Original Link
Original Document
Permalink
Disclaimer
Dexco SA published this content on 15 December 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 15 December 2021 22:28:08 UTC.
Dexco SA, formerly known as Duratex SA, is a Brazil-based company primarily engaged in the manufacture of wood panels. The Company operates in three business segments: Wood, Deca and Ceramic Tiles. The Wood division is responsible for the production of hardboard; medium density particle (MDP) panels; medium, high and super density fiberboard (MDF, HDF and SDF) panels; laminate flooring, named Durafloor, and components for the furniture industry. The Deca division focuses on the production of sanitary ceramic and metal products under Deca and Hydra brand names. The Ceramic Tiles division produces polished porcelain tiles, special coatings and other tiles under Ceusa and Portinari brand names. The Company operates industrial plants and commercial branches in Brazil, Colombia, Peru and the United States, among others.