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    GGBR4   BRGGBRACNPR8

GERDAU S.A.

(GGBR4)
  Report
Delayed Bolsa de Valores de Sao Paulo  -  11:02 2022-06-28 am EDT
23.66 BRL   +0.68%
06/23Sims Appoints New Chief Commercial Officer; Shares Rise 3%
MT
06/09Fitch Upgrades Gerdau S.A. to 'BBB'; Outlook Stable
AQ
05/17GERDAU S.A. : Ex-dividend day for
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Gerdau S A : Investor Presentation - May

05/09/2022 | 03:02pm EDT

INSTITUTIONAL PRESENTATION

May | 2022

MACRO ENVIRONMENT 1Q22

International scenario: Russia-Ukraine conflict caused disruptions in supply of commodities, pressures on global supply chain and higher spot prices for raw materials in international market; COVID uncertainties at start of year (brazilian retail market).

USD/mt

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Rebar FOB Turkey

Source: S&P Global Commodity Insights

IODEX 62% CFR China

Spot HCC Peak Downs FOB

Australia

USA Scrap Turkey CFRScrap East Asia import CFR

Pig Iron FOB Brazil Southeastern

CONSOLIDATED - 1Q22 HIGHLIGHTS

Shipments (1,000 tonnes)

Net sales (R$ million)

Adjusted EBITDA(1) (R$ million)

3,055

-1% vs 1Q21 -3% vs 4Q21

R$ 20,330

+24% vs 1Q21 -6% vs 4Q21

R$ 5,827

+35% vs 1Q21 -3% vs 4Q21

Adjusted EBITDA Margin(1)

Net income (R$ million)

Safety

28.7%

+2.2 p.p. vs 1Q21 +0.9 p.p. vs 4Q21

  • (1) Adjusted by non-recurring items that impacted the result.

    R$ 2,940

    +19 %. vs 1Q21 -16% vs 4Q21

  • (2) Number of lost-time injuries for every 1,000,000 hours worked (the lower, the better)

Frequency Rate(2) - 0.57

vs 0.83 in 4Q21

PERFORMANCE BY BUSINESS DIVISION

Technological Updating Whitby Mini-Mill. Goal is to add 200 kt of steel by modernizing mini-mill in Canada Investment(3) ~R$ 300 million.

NORTH AMERICA BD

  • Best quarter in the history of the Operation (46% of Gerdau's Consolidated EBITDA);

  • Demands for non-residential construction and manufacturing remain strong;

  • Leading indicators for non-residential construction and manufacturing sectors improving;

  • Logistics and labor challenges. Inflation on the rise.

Shipments of steel (1,000 tonnes)

Net sales (R$ million)

PROJECT

OUTLOOK

  • Solid steel demand, specially from the Construction industry;

  • Order backlog above historical average (~80 days);

  • Instruction issued by U.S. government requiring projects in US$ 1 trillion infrastructure package to use locally produced materials, including steel ("Buy American")

(1) Rolled products. (2) As of March 2022. (3) Approximate CAPEX figures and subject to exchange rate variation

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Gerdau SA published this content on 09 May 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 May 2022 19:01:06 UTC.


© Publicnow 2022
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Financials
Sales 2022 82 152 M 15 768 M 15 768 M
Net income 2022 12 296 M 2 360 M 2 360 M
Net Debt 2022 3 309 M 635 M 635 M
P/E ratio 2022 3,24x
Yield 2022 7,99%
Capitalization 37 400 M 7 178 M 7 178 M
EV / Sales 2022 0,50x
EV / Sales 2023 0,48x
Nbr of Employees 30 000
Free-Float 35,2%
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Technical analysis trends GERDAU S.A.
Short TermMid-TermLong Term
TrendsBearishBearishBearish
Income Statement Evolution
Consensus
Sell
Buy
Mean consensus BUY
Number of Analysts 13
Last Close Price 23,50 BRL
Average target price 38,50 BRL
Spread / Average Target 63,8%
EPS Revisions
Managers and Directors
Gustavo Werneck da Cunha Chief Executive Officer & Director
Rafael Dorneles Japur Executive Vice President-Finance
Guilherme Chagas Gerdau Johannpeter Chairman
André Bier Gerdau Johannpeter Co-Vice Chairman
Claudio Gerdau Johannpeter Co-Vice Chairman
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