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Investor Presentaiton

THE VARIATION IN BRAZILIAN LAND PRICES (2006-2017) Between 2006 and 2017, the country's total land value ranged from US$ 380.9 billion to US$ 849.2 billion an increase of 122.92%, equivalent to an average appreciation of 7.56% per year. For comparative purposes, the 2017 value corresponds to 57.8% of Brazil's GDP when quantified in 2020 values (US$ 1.4 trillion). In absolute values, the data shows a significant increase in central southern Brazil, and greater relative variations in the northern region and in Matopiba³ (Figure 1). The country's average price per hectare increased 90%, while this percentage reached 205% in the northern region and 195% in Matopiba. These regions also registered the country's highest deforestation rates between 2006 and 2017, concentrating 59% of all deforestation in Brazil, the equivalent of 13.6 million hectares (Mha). However, the evolution in land prices over the years may be the result of several factors, some of them localised, such as the increase in infrastructure availability. Therefore, to understand the specific impact of deforestation on the Brazilian land market as a whole, it was necessary to isolate its effect. FIGURE 1. ABSOLUTE VARIATION (R$/HA) AND RELATIVE VARIATION (%) OF LAND PRICES FROM 2006 TO 2017 Absolute variation (R$/ha) 0 250 500 1000 2000 4000 8000 16000 3 According to the Brazilian Agricultural Research Corporation (Embrapa), Matopiba is a region mainly comprising Cerrado areas in the states of Maranhão (MA), Tocantins (TO), Piauí (PI) and Bahia (BA) [MATOPIBA is the acronym combining the four states' initials]. This region stands out for its agricultural and animal husbandry production, especially grains and fibres. Available in Portuguese at: https://www.embrapa.br/tema-matopiba, accessed on 26 January 2022. Relative variation (%) +25% + 50% + 100% + 200% >+ 400% Source: original survey results. Prices in real terms from 2017. HOW DOES BRAZILIAN AGRIBUSINESS BENEFIT FROM DEFORESTATION? 7
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