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Investor Presentaiton

32 STRATEGY AND PERFORMANCE FINANCIAL AND OPERATIONAL PERFORMANCE (G4-EC1) ELDORADO BRASIL 2016 SUSTAINABILITY REPORT 33 INNOVATION FOR PRODUCTIVITY With innovation and team work as key driv- ers, in 2016 the industrial area launched its Inovar Program, designed to encourage idea generation among employees in the opera- tional and maintenance areas of the Três Lagoas plant. The goal is to develop initia- tives that promote excellence and enhance the work environment. Since its introduction, the program has re- ceived 200 submissions, 50% of which have already been put into practice. The forestry area is also developing its Evo- lution program, designed to implement a se- ries of projects to enhance competitiveness and reduce costs in the seedling nursery and in the forestry, harvest and maintenance sectors. This program should be fully opera- tional by 2019. In 2016, Eldorado's gross revenue was R$ 3.460 billion, down 7% on the 2015 figure of R$ 3.721 billion. Ebitda (earnings before interest, taxes, depreciation and amortization) was R$ 1.585 bil- lion, compared with R$ 1.824 billion the previous year. Ebitda margin was 54%, still the highest margin in the sector. The company's financial perfor- mance was particularly impacted by the drop in pulp prices on the global market, due to new produc- tion capacity and the projected startup of new operations, as well as the appreciation of the Brazilian real against the dollar. However, operational efficiency and commercial strategy enabled Eldorado to partially offset these negative effects. During the year, the company posted a 6.6% increase in sales volume, which was actually higher than its an- nual production. In contrast, there was a 6.6% drop in the total value for distribution, which decreased from R$ 1,919.094 in 2015 to R$ 1,791,550 in 2016 (see the full Value Added Statement in the At- tachments section). In spite of the decrease in pulp prices and the exchange rate, net income was R$ 288 million in 2016. Cash availability at the end of the year was R$ 1.2 billion, while long-term indebtedness cor- responded to 74% of total debt. In June, the company accessed the international capital market with the issue of US$ 350 million in R$ 3.5 billion in net revenue, 7% down on 2015, due mainly to lower pulp prices debentures maturing in five years. The positive reception to this is- sue reinforced market recognition of Eldorado's level of business maturity. Production and sales volume Eldorado's operational results were outstanding in 2016. Production volume reached 1,638,000 metric tons of pulp, an increase of 2.6% over 2015 and 9% over the plant's nominal production capacity of 1.5 million metric tons/year. Out of 1,665,000 metric tons of pulp commercialized in the year 90% was exported, giving the company a share of approximately 12% in Brazilian pulp exports in 2016. The main destinations were Asia (49%) and Europe (29%). The business segments with the highest volumes were tissue (35%) and printing and writing (25%). The special papers niche was also worthy of note, growing 4 p.p. over the previous year.
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