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    ASAI3   BRASAIACNOR0

SENDAS DISTRIBUIDORA S.A.

(ASAI3)
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Institutional Presentation - November/21

11/12/2021 | 05:57am EST

INSTITUTIONAL PRESENTATION

November 2021

LARGEST PURE PLAYER CASH & CARRY WITH CONSISTENT GROWTH

Retail Leadership

2nd largest

Approval of Pension

Reform

retailer in Brazil

+8pp

Jair Bolsonaro

Spin-off

New Strategy and Management

Election

39.4

New store format

of market share

Truck Drivers

in the last 6 years

#Quarentou

Strike

Assaí is 40 Years old

Acquires

30.4

National Footprint

60% stake in Assaí

Impeachment of

Increases to

Dilma Rousseff

24.9

195

100% stake

Protests in favor of

in Assaí

Dilma's Impeachment

20.1

One of the Largest(1)

Dilma Rousseff

Stores

Companies in Brazil

New

15.7

Dilma Rousseff

Re-election

23 states(3)

17th Place

States

27.9%

Election

9.0

11.3

The brand is one of

6.8

CAGR

4.3

5.1

2011-2020

the 20th most valuable

1.5

2.2

3.3

brands in Brazil(2)

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

# Stores

15

28

40

57

59

61

75

84

95

107

126

144

166

184

EBITDA Margin(4)

-

-

-

-

-

-

-

5.1%

5.3%

5.6%

6.5%

6.8%

7.0%

7.5%

Revenue/store (R$mm)

55

58

60

77

86

93

110

122

148

160

173

183

214

Notes: (1) Considering sales in 2019, according to Exame; (2) 2020 Interbrand Ranking; (3) In October 2021; (4) Adjusted EBITDA - after IRFS 16

2

CONTINUOUS EXPANSION OF NATIONAL FOOTPRINT

2012

October1 2021

1

+17

states

3

1

+134

5

1

6

3

stores

+8pp

8 1

2

3

11

2

4 3

1 8 3

1

16 3

44%

of sales

2outside

61 stores

182k sqm of sales área

10k employees

Market share (1)

195 stores 868k sqm of sales area

4

79

3

5

23

Southeast(3)

2

Market Share

Gains

in 1H21(2)

6 states

52k employees

23 states

11 inaugurations(4)

+

10 distribution centers

Source: Nielsen

11 regional offices with autonomy

Notes: (1) National Market Share according to Nielsen between 2014 to 2019; (2) According to Nielsen; (3) in 2020; (4) until October/2021

25 stores under

construction 3

ASSAÍ IS THE SECOND LARGEST RETAIL PLAYER IN BRAZIL AND THE FASTEST-GROWING PURE CASH & CARRY PLAYER

Retail Ranking

Food Retail Ranking

Gross Revenues (2020) - R$ bn

Gross Revenues (2020) - R$ bn

74,8

39,4

36,1 34,5

31,0

24,9

14,4 13,0 12,6

10,3 10,0 9.4

(1)

(2)

(4)

74.8

Largest and

Fastest-Growing

39,4

pure Cash & Carry

31,0

24,9

14,4

6,5

8,8

9,0

9,0

9,4

2,7

3,0

4,6

Atakadão Atakarejo

CSD Varejo

Mart Minas

Makro Atacadista

Grupo Pereira

Supermerca dos BH

Grupo Muffato

Cencosud

Grupo Mateus

Grupo Big

GPA

Assaí

Carrefour

20th

18th 13th10th (3)

9th

8th

7th

6th

5th

4th (2)

3rd (1)

2nd

1st

30%

12%

27%

(4%) (3)

15%

18%

14%

3%

27%

(4%)

3%

25%

15%

CAGR17-20

Source: Companies' data and ABRAS.

4

Notes: (1) Ex-Assaí and Éxito; (2) Considers information disclosed in Material Fact by the Carrefour Group; (3) Revenues in 2019; (4) Revenues in 2020 released to the public in a press release format. The audited Financial Statements have not been published.

Largest segment...

... share ...

C&C increased

26.7%

in 2020

(vs. 13% Super/Hyper)

+611

C&C stores in the

last 4 years

(vs. 314 in the last

... preference...

15 years)

... growth

65%

of Brazilian

households

Assaí improved

shop in C&C

30%

in 2020

Source: NielsenIQ - November 2021

CASH & CARRY SEGMENT INCREASES RELEVANCE WHEN COMPARED TO FOOD RETAIL

Cash & Carry Relevance in Food Retail

9,0%

8,8%

8,5%

8,5%

8,3%

26,3%

26,7%

25,2%

23,0%

22,1%

27,0%

25,5%

26,2%

25,5%

25,1%

37,7%

39,0%

40,1%

43,0%

44,5%

jan/20

jun/20

dec/20

jun/21

sep/21

C&C

Super

Hyper

Proximity

Penetration by Channel in Brazilian Homes

65%

65%

65%

58%

60%

62%

62%

60%

59%

55%

41%

46%

45%

44%

37%

30%

27%

26%

26%

26%

2017

2018

2019

2020

YTD 2021

Hyper

Super

Proximity

C&C

5

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

Disclaimer

Sendas Distribuidora SA published this content on 12 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 November 2021 10:56:01 UTC.


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Financials
Sales 2021 42 457 M 7 798 M 7 798 M
Net income 2021 1 293 M 237 M 237 M
Net Debt 2021 8 830 M 1 622 M 1 622 M
P/E ratio 2021 12,8x
Yield 2021 1,45%
Capitalization 16 212 M 2 953 M 2 977 M
EV / Sales 2021 0,59x
EV / Sales 2022 0,50x
Nbr of Employees 50 000
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Technical analysis trends SENDAS DISTRIBUIDORA S.A.
Short TermMid-TermLong Term
TrendsBearishBearishBearish
Income Statement Evolution
Consensus
Sell
Buy
Mean consensus BUY
Number of Analysts 13
Last Close Price 12,30 BRL
Average target price 20,85 BRL
Spread / Average Target 69,5%
EPS Revisions
Managers and Directors
Belmiro de Figueiredo Gomes Chief Executive Officer
Daniela Sabbag Papa Director-Administration, Finance & IR
Jean-Charles Henri Naouri Chairman
Anderson Barres Castilho Operations Director
Luiz Nelson Guedes de Carvalho Independent Director
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