Institutional

Presentation

August 2021

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.

EXPORTS

8%

DOMESTIC

92%

Domestic Shipments

FLAT STEEL

31%

LONG STEEL

LONG STEEL

INDUSTRY

INDUSTRY

INFRASTRUCTURE

LONG STEEL

20%

  • 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.