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Investor Presentaiton

o. Exchange gain Transactions in foreign currencies are initially recorded in the recording currency, applying the exchange rates prevailing on the dates they are entered into and/or settled. Assets and liabilities denominated in such currencies are translated at the exchange rate prevailing on the balance sheet date. Exchange gains or losses arising from fluctuations in exchange rates between the transaction and settlement dates, or valuation at the period close, are applied to income, as a component of the Comprehensive Financing Result (RIF, for its acronym in Spanish), except for exchange differences, which are capitalized along with other components of the RIF, as part of the cost of ratable assets. p. Foreign currency transactions The financial statements of foreign subsidiaries (foreign currency transactions) maintain the same recording and functional currency. Therefore, said figures served as the basis to convert the financial information of foreign operations to the Company's reporting currency, considering a non-inflationary environment, as shown below: i. The balances at December 31, 2009 and 2008 shown for assets and liabilities stated in the recording currency were translated at the closing exchange rate of Ps13.04 and Ps13.77 to the US dollar, respectively. ii. Stockholders' equity at December 31, 2007 was translated applying the exchange rate at that date and movements in 2009 and 2008 were translated at the historical exchange rate. iii. Revenue, costs and expenses of 2009 and 2008 were translated at the historical exchange rate was of Ps13.51 and Ps11.14 to the US dollar, respectively. iv. In light of the above, a conversion effect was recognized in stockholders' equity. q.Information per segment The Standard B-5 "Financial information by segments" of NIF, requires that the Company analyze its organizational structure and its reporting system for the purpose of identifying segments. With respect to the years presented, the Company has operated the following business segments: domestic and foreign. These segments are managed independently, since the goods they handle and the markets they serve are different. Their activities are performed through different subsidiaries. Operations between operating segments are recorded at market value. Revenue by segment is shown according to the manner by which Management analyzes, directs and controls the business and operating income. See Note 11. r. Barter transactions At December 31, 2009 and 2008, Grupher's individual financial statements show an account receivable arising from barter transactions ("Trade Credits"), conducted in foreign currency. These operations are conducted with independent third parties and at the closing of said periods, show a balance of Ps3,655 and Ps77,501, respectively. s. Joint ventures The contributions made to the joint ventures were initially recorded at fair value as per IFRS 31 "Interest in Joint Ventures", to be applied on a supplementary basis for NIF purposes. NOTE 3 FOREIGN CURRENCY POSITION: a. At December 31, 2009 and 2008, the Company and its subsidiaries had the following monetary assets and liabilities in US dollars: Assets Liabilities Net long (short) position Consolidated 2009 2008 Dls. 25,542 Dls. 12,944 (20,935) (23,031) Dls. 4,607 (Dls. 10,087) At December 31, 2009 and 2008, the exchange rate was Ps13.04 and Ps13.77 to the dollar, respectively. At February 18, 2010, date of issuance of the audited financial statements, the exchange rate had not varied significantly. In October 2008, the Mexican peso suffered a devaluation against foreign currencies; as regards the US dollar, the exchange rate slipped approximately 25% with respect to the exchange rate at January 1, 2008. As a result, the Company incurred a consolidated exchange loss of Ps845 at December 31, shown in the income statement in the RIF. At December 31, 2009 and 2008, the Company and its subsidiaries had contracted no hedging against exchange risks, except for McCormick, which at December 31, 2009, maintained hedging instruments to protect against exchange risks, as described in Note 4. b.Following is a summary of the main operations conducted by the subsidiaries (excluding the acquisition or sale of machinery and equipment for own use), along with income and expenses in thousands of dollars: Exported merchandise Importations of finished products Royalties and technical service expenses Net Year ended December 31, 2009 2008 Dls. 71,532 Dls. 67,507 (22,315) (33,453) (12,129) (12,569) Dls. 37,088 Dls. 21,485 39 TRUST IN OUR FUTURE
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