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5-day change
1st Jan Change
18.63
BRL
-5.05%
-3.07%
-5.91%
Gerdau S A : Apresentação Institucional - Agosto*
August 12, 2021 at 07:31 pm EDT
Institutional
Presentation
BRAZIL BD
CONSTRUCTION
Shipments 2Q21
state launches and sales.
• Strong activity in civil construction, with advances in real
are still on a good level.
INDUSTRY
Strong recovery in all sectors.
Highlight for the agricultural, energy and road equipment sectors.
Domestic Shipments
FLAT STEEL
31%
LONG STEEL
LONG STEEL
INDUSTRY
INDUSTRY
Sectors related to energy with high and good prospects demand.
The privatization and sanitation agenda bring a positive outlook.
CONSTRUCTION
46%
SEMI
FINISHED
3%
CONSTRUCTION
TRACK RECORD GROWTH SCENARIO
CONSTRUCTION GDP
1.6%
3.6%
‐2.1%
‐2.5%
‐7.0%
‐9%
‐10%
‐7.5%
2014
2015
2016
2017
2018
2019
2020 2021 F
Source: Tendências
CONFIDENCE INDEX - CONSTRUCTION
90.8
95.7
79.4
65.0
jun/18 ago/18 out/18 dez/18 fev/19 abr/19 jun/19 ago/19 out/19 dez/19 fev/20 abr/20 jun/20 ago/20 out/20 dez/20 fev/21 abr/21 jun/21
INFRASTRUCTURE INVESTMENT (R$ Billion)
180.3 151.3
122.5 120.1 128.0 123.9 123.0 123.0
2014 2015 2016 2017 2018 2019 2020 2021 F
Source: Abdib
REAL STATE INVENTORY ‐ SÃO PAULO
(Months)
INFRASTRUCTURE
15,2
16,1
17,9
9%
11,2
11,0
9,0
8,3
8,9
RETAIL
REAL STATE
55%
36%
2014
2015
2016
2017
2018
2019
2020
2021 F
Source: FGV
Source: Secovi
NORTH AMERICA BD
Strong demand from the steel consuming sectors, especially the construction industry. • Metallic spread recovery.
• Infrastructure investment package with additional steel demand.
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Gerdau SA published this content on 12 August 2021 and is solely responsible for the information contained therein. Distributed by Public , unedited and unaltered, on 12 August 2021 23:30:01 UTC .
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Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
More charts
Gerdau S.A. is one of the world's leading producers of long steels.
As of the end of 2018, the group has 41 steel mills worldwide.
Net sales break down geographically as follows: Brazil (37.4%), South America (10.4%), North America (51%), Europe and Asia (1.2%).
More about the company
Last Close Price
18.63
BRL
Average target price
24.26
BRL
Spread / Average Target
+30.23%
Consensus
1st Jan change
Capi.
-5.91% 7.3B +0.79% 42.1B +18.89% 24.83B -21.02% 21.75B +13.50% 21.17B -7.50% 20.77B +6.81% 9.44B -12.44% 8.5B -23.08% 8.41B +36.31% 8.35B
Other Steel
+951% of historical performance
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