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    ASAI3   BRASAIACNOR0

SENDAS DISTRIBUIDORA S.A.

(ASAI3)
  Report
End-of-day quote. End-of-day quote Bolsa de Valores de Sao Paulo - 10/26
15.95 BRL   -1.12%
06:18aMATERIAL FACT - Form 6-K
PU
10/21SENDAS DISTRIBUIDORA S A : Form 6-K
PU
10/21SENDAS DISTRIBUIDORA S A : Notice to the Market - Disclosure of Change in Material Equity Interest
PU
SummaryChartsNewsRatingsCalendarCompanyFinancialsConsensusRevisions 
SummaryMost relevantAll NewsOther languagesPress ReleasesOfficial PublicationsSector newsMarketScreener Strategies

Sendas Distribuidora S A : Institucional Presentation

09/16/2021 | 11:52am EDT

INSTITUTIONAL PRESENTATION

September 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

189

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 August 2021; (4) Adjusted EBITDA - after IRFS 16

2

CONTINUOUS EXPANSION OF NATIONAL FOOTPRINT

2012

+17

states

+8pp

August

1

1

2021

3

5

1

1

5

+128

8

3

stores

1

4

2

3

9

2

3

2

1

8

1

3

16

3

44%

of sales

2outside Southeast(3)

Market share (1)

61 stores

182k sqm of sales área

189 stores

78

3

5

23

2

Market Share

Gains

in 1H21(2)

10k employees

6 states

Source: Nielsen

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

836k sqm of sales area

50k employees

23 states

10 distribution centers

11 regional offices with autonomy

5 inaugurations(4)

+

23 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 - August 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%

26.3%

26.7%

25.2%

23.0%

27.0%

25.5%

26.2%

25.5%

37.7%

39.0%

40.1%

43.0%

jan/20

jun/20

dec/20

jun/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 16 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 September 2021 15:51:11 UTC.


ę Publicnow 2021
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Financials
Sales 2021 42 576 M 7 627 M 7 627 M
Net income 2021 1 237 M 222 M 222 M
Net Debt 2021 8 200 M 1 469 M 1 469 M
P/E ratio 2021 17,5x
Yield 2021 1,11%
Capitalization 21 477 M 3 845 M 3 847 M
EV / Sales 2021 0,70x
EV / Sales 2022 0,57x
Nbr of Employees 50 000
Free-Float 59,0%
Chart SENDAS DISTRIBUIDORA S.A.
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Technical analysis trends SENDAS DISTRIBUIDORA S.A.
Short TermMid-TermLong Term
TrendsBearishNeutralNeutral
Income Statement Evolution
Consensus
Sell
Buy
Mean consensus BUY
Number of Analysts 11
Last Close Price 15,95 BRL
Average target price 23,05 BRL
Spread / Average Target 44,5%
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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