1. EARNINGS
RELEASE Q3
2013

2. SALES ORDERS│BRL THOUSAND
PRODUCTION│THOUSAND TONS SHIPMENT│THOUSAND TONS
+76%
+43%
+31%
+33%
661.945
+45%
+50%
46.200
55.200
35.300
38.200
375.326
181.089
3Q12
259.808
3Q13
14.000
YTD.2012 YTD.2013
3Q12
18.600
3Q13
13.900
YTD.2012 YTD.2013
3Q12
20.800
3Q13 YTD.2012 YTD.2013
NET REVENUE│BRL THOUSAND
BACKLOG│BRL THOUSAND
+56%
+68%
313.000
+76%
415.226
186.000
266.015
94.818
SEP/12
SEP/13
3Q12
166.926
3Q13
YTD.2012
YTD.2013
2

3. NET REVENUE PER BUSINESS LINES (BRL THOUSAND)
+76%
+56%
166,926
94,818
129,164
(77%)
266,015
325,346
(78%)
173,652
(65%)
66,013
(70%)
4,791 (5%)
19,003 (20%)
415,226
15,380 (9%)
17,786 (11%)
4,596 (3%)
13,084 (5%)
14,536 (5%)
23,605 (6%)
50,802 (12%)
15,473 (4%)
YTD.2012
YTD.2013
64,742 (24%)
5,011 (5%)
3Q12
3Q13
Grain Storage +96%
Grain Store +87%
Bulk Material +221%
Bulk Material +80%
Exportation -6%
Exportation -22%
Parts and Service -8%
Parts and Service +6%
3

4. CONTRIBUTION MARGIN (% NET REVENUE)
(Net Revenue – Variable Costs)
GROSS MARGIN│BRL THOUSAND │ % NET REVENUE
+94%
45%
39%
109.558
38%
41%
+145%
52.716
21.550
32%
56.469
21%
26%
YTD.2012
YTD.2013
23%
3Q12
3Q13
YTD.2012
YTD.2013
3Q12
3Q13
4

5. EBITDA│BRL THOUSAND
EBITDA MARGIN│% NET REVENUE
+145%
71,955
+192%
35,729
12,231
13%
3Q12
21%
3Q13
29,346
11%
YTD.2012
17%
YTD.2013
5

6. Earnings before Income Tax and Social
Contribution on Net Income (BRL Thousand)
NET EARNINGS│BRL THOUSAND │ % NET REVENUE
+317%
+230%
57,163
37,050
+344%
+172%
32,577
19,751
20%
13,696
5%
7,332
8%
3Q12
3Q13
14%
YTD.2012
YTD.2013
7,255
8%
3Q12
12%
11,235
4%
3Q13
YTD.2012
9%
YTD.2013
6

7. NET DEBT (BRL THOUSAND)
22,582
-12,570
-2,282
22,582
-42,406
-254%
-34,676
2012
-34,676
3Q13
2012
Short
Term
Long
Term
Cash
3Q13
7

8. % OF SUCCESSFUL SALE DEALS
KEPLER
54%
A
B
C
13%
OUTROS
64%
6%
5%
9%
2%
2%
22%
23%
2012
YTD.2013
8

9. STOCK OWNERSHIP – 09/30/2013
Previ
17.6%
Outros
36.3%
17.5% Banco do Brasil Investimentos
6.5%
Onyx
12.1%
10.0%
Fernando Francisco Brochado Heller
Banco Clássico
9

10. Investor Relations
Olivier Michel Colas
Vice Chief Executive Officer
THANK YOU!
Phone: +55 (11) 4873-0302
E-mail: ri.kepler@kepler.com.br
Website: www.kepler.com.br/ri
Felipe Fontes
IR Analyst