3Q09 Results Presentation Brasil Ecodiesel SA October 27, 2009 1
Earnings Presentation Mauro A. Cerchiari – Chief Executive Officer Eduardo de Come – Chief Financial Officer Charles Mann de Toledo – Investor Relations Officer 2
3Q09 Highlights Financial restructuring of the company and conclusion of second capital increase; New management takes charge; Record delivery of volume contracted with Petrobras - 98%; Winning of contracts at ANP’s 15th Auction to deliver 57,000 m3 in 4Q09; Net Revenue of R$ 126.4 million, the third highest in the Company’s history ; Adjusted Net Profit of R$ 5.25 million, the highest ever by the Company; Adjusted EBITDA of R$ 17.2 million, another record; EBITDA Margin of 13.6% in 3Q09, the highest ever for the Company; More than 20,000 shareholders. 3
Strategic Course The Executive Board and Board of Directors are working on the strategic course: • Domestic and international biodiesel markets; • Company’s positioning in different scenarios; • Possible operational restructuring; • Investments in diversification of raw materials. 17
Disclaimer• The estimates and forward-looking statements contained in this presentation are largely based part on current expectations and estimates of future events and trends that affect or could potentially affect the business, financial situation, operational results and prospects of BRASIL ECODIESEL. These estimates and statements are subject to various risks, uncertainties and assumptions and are based on the information currently available to BRASIL ECODIESEL. This presentation is also available on the website www.brasilecodiesel.com.br/ri.• These estimates involve risks and uncertainties and do not constitute a guarantee of future performance, since actual results or developments may differ substantially from the assumptions described in the estimates and forward-looking statements. In view of the risks and uncertainties involved, the estimates and forward-looking statements in this presentation may not occur and the future results and performance of BRASIL ECODIESEL may differ substantially from those envisaged by the estimates of BRASIL ECODIESEL. Given these uncertainties, investors should not base any investment decision on these estimates and forward-looking statements.• The words “believe”, "can”, “could”, “estimate”, “continue”, “anticipate”, “plan”, “expect” and similar expressions seek to identify estimates. These estimates refer only to the date on which they were expressed, and BRASIL ECODIESEL is not responsible for updating or revising any of these estimates in light of the occurrence of new information, future events or any other factors.• This presentation does not constitute an offer, invitation or solicitation to subscribe to or acquire any securities, and this presentation or any information contained herein does not constitute the basis of an agreement or commitment of any kind. 18
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