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Investor Presentaiton

Economic and financial performance | 103-2 and 103-3: Economic performance | During the 2019/2020 crop year we maintained our focus on the company's financial restructuring by deleveraging and adapting our capital structure to the reality of the sector. Maintaining operational discipline in the field and industry is fundamental to facilitating understandings with creditors, displaying credibility and surmounting each phase of the process. We ended the period with net debt of R$11,761 billion, and our cash generation from operations stood at around R$1,034 million, which represents growth of 47% over the previous crop year. During the cycle, we attained a total net income of R$4.5 billion, exceeding the R$4.3 billion of the previous crop year, and an Adjusted EBITDA of R$1.5 billion. DIRECT ECONOMIC VALUE GENERATED AND DISTRIBUTED | 201-1 | Direct economic 2019/2020 2018/2019 2017/2018 value generated Sales of goods, products 5,028,105 4,751,862 4,737,135 and services Inputs acquired from (1,825,015) (1,987,944) (1,821,096) third parties Gross value added 3,203,090 2,763,918 2,916,039 Depreciation, amortization (1,862,591) (1,546,767) (1,416,442) and depletion Net value added 1,340,499 1,217,151 1,499,597 Value added received 160,390 147,734 100,374 in transfers ECONOMIC AND EQUITY INDICATORS (R$ MM) Total value added 1,500,889 1,364,885 1,599,971 to be distributed Key indicators 2019/2020 2018/2019 2017/2018 Economic value distributed 1,500,889 1,364,885 1,599,971 Net revenues 4,549 4,281 4,243 Personnel and charges 752,224 770,376 792,861 Corporate Ebitda 1,893 1,497 1,585 Government and society 690,864 597,984 510,762 Adjusted corporate Ebitda* 1,524 1,497 1,576 (taxes, fees and contributions) Total assets 16,690 15,144 15,810 Assignment of tax losses (75,166) 9,857 (1,430,874) (federal taxes) Shareholders' equity 1,065 3,167 4,823 Creditors (interest and leases) 1,572,014 1,453,757 1,233,518 Net debt (11,761) (10,359) (9,325) Net debt/Ebitda 7.7x 6.9x 5.9x Income (loss) for the year (1,493,047) (1,467,089) 479,393 Net debt/Equity 92% / 8% 77% / 23% 66% / 34% Minority interests 14,311 * EBITDA without fair value of our biological assets, AVM of inventories and CPC 06 (IFRS 16) on farming partnerships. 40
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