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Investor Presentaiton

SHAREHOLDERS STRATEGIC PLAN |G4-45| Embraer conducts its planning with a 15-year horizon, but attentive to external scenarios, the company promotes annual review cycles with all administrative and operational de- partments. The strategic plan is approved by the Board of Directors, which evaluates it based on risk management, growth expecta- tions and stakeholder demands. The review process carried out in 2016 considered the economic moment faced in the aerospace and defense segments, which resulted in a decrease in the number of sales in the segment, especially in Exec- utive Aviation, in relation to the last eight years. In this scenario, Embraer adjusted costs, expenses and operations - essen- tial adjustments to uphold the commitment to the goals set forth. During the year, the company announced the closure of Harpia Sistemas S.A and Harbin Embraer Aircraft Industry Co. joint venture (HEAI) and, consequently, the ter- mination of the manufacturing of the Lega- cy 650 jets in China. [G4-13| 30 Strategic plan guidelines Commercial Aviation | Solidify Embraer's leader- ship position in its segment, expanding the cus- tomer base, perfecting the E-Jets, and pursuing excellence in the customer support model. Executive Aviation | Consolidate Embraer's position as one of the world's most admired brands of executive jets, with recognition of customers for the quality of products and service. Defense & Security | Maintain Embraer's leading position in the domestic market and expand its international performance through the modernization of products and support services. Business Diversification | Develop new business from the core competencies of the company, accelerating the adoption of new technologies and business models. People, sustainability, organization and processes | Keep advancing as a global organization committed both to delivering customer satisfaction and valuing its people; a company that grows sustainably and serves as reference in the market for innovation and corporate excellence. INTANGIBLE ASSETS Annually, during the review cycle of the stra- tegic plan, Embraer identifies and prioritiz- es its intangible assets in order to guide its performance as a company that values people and is committed to customers and business excellence. Brand | Monitored by material published in the press, presence in the sustainability indi- ces and external acknowledgments referring to the management of people and the quality of service and products (see page 22). Knowledge | Measured through the ma- turity index of processes implemented in the company, as well as by the practices of knowledge management. Intellectual property | Measured by num- ber of patents for inventions and for indus- trial designs. People Evaluated periodically by compe- tencies (see page 35). Another indicator is external recognition related to personnel management (see page 22). Leadership | 360° evaluations (see page 35). ECONOMIC/FINANCIAL PERFORMANCE |G4-DMA: Economic performance| The year was challenging for Embraer due to reduced sales in the Defense & Security and Executive Aviation, in line with other compa- nies in these segments. The consolidated results, however, were positive in light of the good performance of the Commercial Aviation segment and the reduction of costs and ex- penses, mainly for the qualification of sales and margin improvement in Executive Aviation. In 2016, the company delivered 240 air- craft, the same volume as the previous year. Net revenue was US$6,217.5 million, slight- ly higher than the estimates for the year. Operating income and operating margin Operating income (EBIT) and operating mar- gin closed 2016 at R$717.8 million and 3.3%, respectively, slightly down when com- pared to the previous year (operating income of R$1,103.1 million and operating margin of 5.4%) due to non-recurring items, such as provisions related to the termination of the investigation of non-compliance with U.S. authorities, and also related to the payment of benefits offered in the Voluntary Dismiss- al Program (PDV, in Portuguese). Excluding these factors, adjusted EBIT was R$1,700.5 million and adjusted EBIT margin was 7.9%, in line with the company's annual guidance. Net income and earnings per share Adjusted net income, excluding deferred income and social contribution taxes re- lated to the impact of exchange variation on non-monetary assets, and also the aforementioned provisions, was R$964.9 million. Adjusted earnings per share were R$1,3179 for the year. Capital indicators In 2016, the company had a negative ad- justed free cash flow of R$1,478.7 million, lower than the positive free cash flow of R$1,391.7 million in 2015, mainly due to lower cash generation from operating activ- ities, and also due to an increase in invest- ments in property, plant and equipment as well as the development of new products. 31
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