This document contains forward-looking statements regarding Braskem's meeting with investors in May 2007. While Braskem believes its assumptions are reasonable, it cannot guarantee future results. Braskem's vision is to become Latin America's leader in thermoplastic resins and rank among the top 10 global petrochemical companies by market capitalization by 2012. It will pursue this through organic growth, internationalization, and selective acquisitions like Politeno and Ipiranga to enhance its Brazilian production chains and opportunities in other Americas. Brazil represents a compelling market outlook with historical high growth rates in polyethylene, polypropylene and PVC consumption that have strong elasticity to GDP growth.
Santander latin america energy & materials london, october 2009Braskem_RI
This presentation discusses Braskem, a leading petrochemical company in Latin America. It contains forward-looking statements reflecting Braskem's beliefs and expectations, and cautions that Braskem cannot guarantee future results. The agenda includes discussing the company and its 2Q09 financials, the petrochemical industry, Braskem's key differentiators including its diversified portfolio and production capacity. Braskem has a track record of strong organic growth and acquisitions that has made it the largest thermoplastic resins producer in Latin America. It leverages its relationship with Petrobras for synergies and access to competitive raw materials.
Braskem's financial performance in the first half of 2003 showed significant improvements over the same period in 2002. Net revenues increased 65% to R$4.4 billion due to higher sales volumes and prices. EBITDA grew 54% to R$855 million as a result of cost optimization efforts and operating efficiencies despite higher raw material costs. Net profit was R$468 million compared to a loss of R$480 million in 1H02, reflecting Braskem's turnaround. Braskem achieved strong operating rates and sales growth, demonstrating its leadership in the Latin American petrochemical market.
The document discusses Braskem's Polymers Business Unit. It focuses on polyethylene, polypropylene, and PVC markets. The unit concentrates on industrial, commercial, marketing, supply chain, and other areas for these polymer families. It details the unit's structure and priorities, which include health, safety, environment, customer value, asset efficiency, working capital optimization, and biopolymer development. Sales data is provided showing polyethylene accounting for 56% of resin sales, with growth in the Mercosur polyethylene and polypropylene markets. New polyethylene developments are highlighted.
Bank of America 38th Annual Investment Conferencefinance5
The document provides an overview of Dow's presentation at the Bank of America 38th Annual Investment Conference. It discusses Dow's financial performance, transformational strategy, and two major strategic actions - the formation of K-Dow Petrochemicals joint venture and the acquisition of Rohm and Haas. Dow's Chief Financial Officer outlines the company's diversified business portfolio, commitment to shareholders through dividends and share repurchases, and goals of growing specialty businesses and strengthening competitiveness in basic chemicals to transform the company.
Charoen Pokphand Foods is acquiring a 74.18% stake in C.P. Pokphand, which operates a feed business in China and feed, farm and food businesses in Vietnam, for $2.17 billion. This acquisition strengthens CPF's position in the global and regional food industry by providing new growth opportunities in China and Vietnam. Feed sales will account for a larger proportion, around 79.7%, of the combined company's total sales. The deal is expected to be earnings accretive for CPF and implies a 2.7% upside to the analyst's target price of 37 Thai baht.
The document proposes purchasing the Lopes trademark license for an average price of R$44.7 million. Independent auditors valued the brand between R$36.8-87.6 million, with an average of R$54.3 million. Acquiring the license would end royalty payments under the current contract, providing an estimated financial benefit of R$9.4 million versus maintaining the contract. The transaction requires approval by minority shareholders.
This document contains an agenda and presentation for Itaú's annual Brazil conference in May 2009. The presentation provides an overview of Braskem, the leading petrochemical company in Latin America. It discusses Braskem's financial highlights and ownership structure leveraging its relationship with Petrobras. It also summarizes Braskem's track record of growth through organic expansion and acquisitions, investments in innovation, and achievements in 1Q09 including a new naphtha agreement and maintaining financial discipline.
Apresentação p investidores de renda fixa (disponível somente em inglês)Braskem_RI
- Braskem reported its results for the first half of 2003.
- The company achieved synergies of R$208 million in the first six months by merging several petrochemical companies to form Braskem.
- Braskem is the leading petrochemical company in Latin America with the largest production scale at 3,200 kt/year and leadership positions in key segments like polyethylene, polypropylene, and PVC.
Santander latin america energy & materials london, october 2009Braskem_RI
This presentation discusses Braskem, a leading petrochemical company in Latin America. It contains forward-looking statements reflecting Braskem's beliefs and expectations, and cautions that Braskem cannot guarantee future results. The agenda includes discussing the company and its 2Q09 financials, the petrochemical industry, Braskem's key differentiators including its diversified portfolio and production capacity. Braskem has a track record of strong organic growth and acquisitions that has made it the largest thermoplastic resins producer in Latin America. It leverages its relationship with Petrobras for synergies and access to competitive raw materials.
Braskem's financial performance in the first half of 2003 showed significant improvements over the same period in 2002. Net revenues increased 65% to R$4.4 billion due to higher sales volumes and prices. EBITDA grew 54% to R$855 million as a result of cost optimization efforts and operating efficiencies despite higher raw material costs. Net profit was R$468 million compared to a loss of R$480 million in 1H02, reflecting Braskem's turnaround. Braskem achieved strong operating rates and sales growth, demonstrating its leadership in the Latin American petrochemical market.
The document discusses Braskem's Polymers Business Unit. It focuses on polyethylene, polypropylene, and PVC markets. The unit concentrates on industrial, commercial, marketing, supply chain, and other areas for these polymer families. It details the unit's structure and priorities, which include health, safety, environment, customer value, asset efficiency, working capital optimization, and biopolymer development. Sales data is provided showing polyethylene accounting for 56% of resin sales, with growth in the Mercosur polyethylene and polypropylene markets. New polyethylene developments are highlighted.
Bank of America 38th Annual Investment Conferencefinance5
The document provides an overview of Dow's presentation at the Bank of America 38th Annual Investment Conference. It discusses Dow's financial performance, transformational strategy, and two major strategic actions - the formation of K-Dow Petrochemicals joint venture and the acquisition of Rohm and Haas. Dow's Chief Financial Officer outlines the company's diversified business portfolio, commitment to shareholders through dividends and share repurchases, and goals of growing specialty businesses and strengthening competitiveness in basic chemicals to transform the company.
Charoen Pokphand Foods is acquiring a 74.18% stake in C.P. Pokphand, which operates a feed business in China and feed, farm and food businesses in Vietnam, for $2.17 billion. This acquisition strengthens CPF's position in the global and regional food industry by providing new growth opportunities in China and Vietnam. Feed sales will account for a larger proportion, around 79.7%, of the combined company's total sales. The deal is expected to be earnings accretive for CPF and implies a 2.7% upside to the analyst's target price of 37 Thai baht.
The document proposes purchasing the Lopes trademark license for an average price of R$44.7 million. Independent auditors valued the brand between R$36.8-87.6 million, with an average of R$54.3 million. Acquiring the license would end royalty payments under the current contract, providing an estimated financial benefit of R$9.4 million versus maintaining the contract. The transaction requires approval by minority shareholders.
This document contains an agenda and presentation for Itaú's annual Brazil conference in May 2009. The presentation provides an overview of Braskem, the leading petrochemical company in Latin America. It discusses Braskem's financial highlights and ownership structure leveraging its relationship with Petrobras. It also summarizes Braskem's track record of growth through organic expansion and acquisitions, investments in innovation, and achievements in 1Q09 including a new naphtha agreement and maintaining financial discipline.
Apresentação p investidores de renda fixa (disponível somente em inglês)Braskem_RI
- Braskem reported its results for the first half of 2003.
- The company achieved synergies of R$208 million in the first six months by merging several petrochemical companies to form Braskem.
- Braskem is the leading petrochemical company in Latin America with the largest production scale at 3,200 kt/year and leadership positions in key segments like polyethylene, polypropylene, and PVC.
Braskem day quattor presentation - luiz de mendonçaBraskem_RI
The document summarizes Quattor's business operations. It discusses Quattor's basic petrochemicals, polymers, and feedstock footprint. It then outlines plans to turn Quattor around by improving teams and structure, health and safety, IT systems, and production levels. Synergies of R$400 million in EBITDA are estimated by 2012 through industrial, logistics, and supply chain optimizations.
Braskem hosted a meeting with investors to provide an update. The presentation contained forward-looking statements and noted that Braskem is not responsible for investment decisions based on the information.
The agenda covered Braskem's position as a global player through acquisitions like Quattor and Sunoco, opportunities and challenges from acquisitions, growth through projects, and consolidated Braskem highlights. Braskem outlined its unique project pipeline in the Americas and strategy to become a global sustainable chemicals leader through innovation.
Hexion plans to acquire Huntsman Corporation in an all-cash transaction valued at approximately $10.6 billion. The combination would create one of the world's largest specialty chemical companies with annualized sales of over $14 billion, over 21,000 employees across 180 facilities globally. The merged company would have strong positions in key segments and an unmatched global reach to serve customers worldwide. The transaction is subject to Huntsman shareholder approval and regulatory clearances. Integration planning teams will be formed to plan the post-closing merger of the two organizations.
Vigor Alimentos S.A. is a Brazilian food company that has grown over 94 years. The document discusses Vigor's competitive advantages including resilient dairy markets, diversified product portfolio, strong brands, and experienced management. Financial highlights show Vigor has systematically outperformed market growth rates. The company aims to further expand its distribution network and geographic presence while maintaining excellence in production processes and corporate governance.
WQD2011 – BREAKTHROUGH PROCESS IMPROVEMENT – GOLD WINNER – SRF Overseas Ltd -...Dubai Quality Group
Breakthrough Process Improvement case study – Gold Prize winning submission by SRF Overseas Ltd during 3rd Continual Improvement & Innovation Symposium organized by Dubai Quality Group's Continual Improvement Subgroup to celebrate World Quality Day 2011
Brazil Food and Beverage Market - Astor GroupAstor Group
Brazil has a large and growing food and beverage market driven by positive macroeconomic trends. The middle class is expanding rapidly, increasing consumers' purchasing power. The document outlines several high-growth food categories and trends in Brazil, including organic foods and ready-to-eat products. It also discusses the food and beverage industry's large contribution to the Brazilian economy and lists some of the major players and M&A activity. Issues to consider for companies operating in Brazil include inflation, currency fluctuations, and increasing beverage taxes.
Lantmännen Unibake saw changing consumer trends in 2009 due to the financial crisis, including more discount shopping and down-trading. The company focused on strengthening its position in Europe and North America by expanding in key markets like the UK and Scandinavia. Bake-off products were identified as an area for future growth as consumers seek convenience.
The document provides an overview and update on the Arezzo and Schutz brands. For Arezzo, it discusses strengthening the classic line, consolidating a fast fashion strategy, and starting a project to improve the business model. For Schutz, it discusses effective actions in the multi-brand channel, increasing retail presence through owned stores and franchises, and consolidating communication and marketing strategies including flagships, events, and social media. The main challenges are outlined as focusing on owned stores, strengthening the multi-brand channel, and expanding e-commerce.
Dow and OPXBIO are partnering to develop an industrial-scale process for producing acrylic acid from sugar as a renewable alternative to petroleum-based production. They have made progress optimizing microbes to produce 3-hydroxypropionic acid from sugar and converting it to acrylic acid. Key challenges include sugar and natural gas price volatility impacting economics and properly sizing the first commercial plant. The goal is to commercialize the bio-acrylic acid process between 2014-2016.
Nature of businees among african and asian owned businessJohn Johari
Ford published their first report dedicated to addressing the business impacts of climate change. The report discusses how climate change poses risks and opportunities for Ford's business operations, products, customers, and investors. Ford is taking actions to reduce greenhouse gas emissions from its facilities and vehicles. However, addressing climate change requires coordinated global efforts across many sectors given the complexity of the automotive and energy systems. Ford is committed to playing a leadership role and working with partners to develop effective strategies for reducing emissions.
- Braskem's 3Q11 EBITDA was R$940 million, reflecting lower spreads. 9M11 EBITDA increased 10% to R$3 billion.
- Synergies from the Quattor acquisition totaled R$309 million in 9M11. Expansion projects for PVC and butadiene are on schedule.
- Braskem's net debt to EBITDA ratio was affected by the 19% appreciation of the dollar, reaching 2.32x in USD and 2.62x in BRL.
BGT presented its quarterly results and strategies. Sales revenue increased 27% to 663 million baht in Q1 2010 compared to Q1 2009. Net profits also increased significantly. BGT's vision is to expand its retail network of Body Glove, BG Denim, and People's Market stores to over 200 locations by 2012 across Thailand and other Southeast Asian countries. BGT's winning strategies include setting trends of the California surf lifestyle, focusing on retail chains and marketing, introducing new products at the right time, and expanding through owned retail networks for healthy growth.
Brasil Ecodiesel is the largest dedicated biodiesel producer in Brazil and believes it is the largest listed biodiesel company globally. It has 6 operational plants with a total capacity of 638,600 m3/year. The company sources vegetable oils through direct purchases, its own plantations, and partnerships with farmers. It had a 49% market share in Brazil in the first 9 months of 2007. The Brazilian government has enacted laws requiring biodiesel blending that will increase mandatory blending to 5% by 2013, driving significant market growth.
The document discusses findings from the 2012 Edelman goodpurpose Global Consumer Survey on consumer attitudes toward social issues and expectations of brands. Key trends include:
1) Consumer participation in social causes is rising, with 89% of global consumers taking part in activities to address social issues. However, Australians are less likely to take direct action.
2) Personal needs are prioritized over the common good for Australians. Consumers in rapidly growing economies have higher expectations for brands on social issues.
3) Purpose has become more personal - social issues are affecting consumers directly due to the global recession. This is driving expectations for brands to address social problems.
Conferência btg pactual – fevereiro 2011Braskem_RI
Carlos Fadigas, CEO of BTG Pactual XII, presented at a conference in São Paulo in February 2011. The presentation discussed Braskem's growth into a global petrochemical leader through acquisitions of Quattor and Sunoco assets. It outlined Braskem's project pipeline for expansion in Latin America, including a new ethane cracker project in Mexico. The presentation emphasized Braskem's focus on sustainable chemicals and innovation in bioplastics. It highlighted Braskem's consistent financial performance through economic cycles.
Braskem reported its 1Q10 results. EBITDA was R$729 million, up 19% from 4Q09 due to better contribution margins and FX gains offsetting lower sales volumes. Net revenue increased 5% to R$4.466 billion. The global petrochemical scenario saw resin and basic petrochemical prices maintain an upward trend due to factors like higher raw material costs and strong Asian demand. Braskem also completed the acquisition of Quattor Participações and secured $1 billion in funding including $400 million in 10-year bonds. Planned investments in 2010 total R$1.617 billion and include expanding PVC production capacity in Alagoas.
- Braskem reported its results for the first half of 2003.
- The company achieved synergies of R$208 million in the first six months by merging several petrochemical companies to form Braskem.
- Braskem is the leading petrochemical company in Latin America with the largest production scale at 3,200 kt/year and leadership positions in key segments like polyethylene, polypropylene, and PVC.
This document summarizes Braskem's 4th quarter 2006 earnings conference call. It highlights strong domestic demand growth for resins in 2006. Braskem achieved record gross revenues of $7 billion, an 8% increase over 2005. The acquisition of Politeno was completed and synergies were confirmed. EBITDA grew significantly in the 4th quarter to R$530 million due to decreasing raw material costs. Net income turned positive in the 4th quarter. Braskem invested over R$700 million in 2006 and expects investments of R$550 million in 2007, including the start of a new PP plant. Global resin supply and demand is expected to remain balanced in 2007 with sustained prices.
Apresentação para investidores btg pactual latin american ceo conferenceBraskem_RI
The document discusses Braskem's meeting with investors and contains forward-looking statements that are valid only as of the date given and are subject to risks and uncertainties. The agenda includes discussing Braskem as a global player, acquisitions of Quattor and Sunoco, Braskem's project pipeline for growth, and the petrochemical industry in general. Final considerations will also be presented.
This document summarizes Braskem's second quarter 2007 earnings conference call. It discusses Braskem's strong financial and operating performance in the quarter. Key points include Braskem achieving a 19% EBITDA margin, completing the acquisition of Ipiranga Petroquímica assets, increasing production volumes, strengthening its market leadership position, and leveraging net income through improved operating and financial results. Braskem is highlighted as the largest petrochemical company in Latin America based on key financial figures for the last twelve months through June 30, 2007.
Presentation acquisition of ipiranga group operationsBraskem_RI
Petrobras, Ultrapar, and Braskem entered into an agreement to acquire operations of Ipiranga Group, Brazil's second largest fuel distributor. The acquisition involved five stages: 1) acquiring shares from controlling shareholders, 2) tender offers for remaining shares, 3) delisting of petrochemical company Copesul, 4) exchanging shares of acquired companies for Ultrapar shares, 5) selling some assets to Petrobras and Braskem. The $4 billion deal aimed to consolidate key sectors in Brazil and create scale benefits for all parties.
Santander latin america energy & materials london, october 2009Braskem_RI
This presentation discusses Braskem, a leading petrochemical company in Latin America. It contains forward-looking statements reflecting Braskem's management's beliefs and expectations, which are not guarantees of future results. The petrochemical industry cycle may last until 2011, with concerns around slowdowns in the US/EU and incentives sustaining new supply. However, factors like delays in new plant capacities, supply-demand imbalance, and opportunities from idled assets could be positive. Braskem had higher prices and sales volume in 2Q09, which offset impacts from exchange rates and raw material costs to improve EBITDA. The company has a comfortable cash position to cover debt obligations.
Braskem day quattor presentation - luiz de mendonçaBraskem_RI
The document summarizes Quattor's business operations. It discusses Quattor's basic petrochemicals, polymers, and feedstock footprint. It then outlines plans to turn Quattor around by improving teams and structure, health and safety, IT systems, and production levels. Synergies of R$400 million in EBITDA are estimated by 2012 through industrial, logistics, and supply chain optimizations.
Braskem hosted a meeting with investors to provide an update. The presentation contained forward-looking statements and noted that Braskem is not responsible for investment decisions based on the information.
The agenda covered Braskem's position as a global player through acquisitions like Quattor and Sunoco, opportunities and challenges from acquisitions, growth through projects, and consolidated Braskem highlights. Braskem outlined its unique project pipeline in the Americas and strategy to become a global sustainable chemicals leader through innovation.
Hexion plans to acquire Huntsman Corporation in an all-cash transaction valued at approximately $10.6 billion. The combination would create one of the world's largest specialty chemical companies with annualized sales of over $14 billion, over 21,000 employees across 180 facilities globally. The merged company would have strong positions in key segments and an unmatched global reach to serve customers worldwide. The transaction is subject to Huntsman shareholder approval and regulatory clearances. Integration planning teams will be formed to plan the post-closing merger of the two organizations.
Vigor Alimentos S.A. is a Brazilian food company that has grown over 94 years. The document discusses Vigor's competitive advantages including resilient dairy markets, diversified product portfolio, strong brands, and experienced management. Financial highlights show Vigor has systematically outperformed market growth rates. The company aims to further expand its distribution network and geographic presence while maintaining excellence in production processes and corporate governance.
WQD2011 – BREAKTHROUGH PROCESS IMPROVEMENT – GOLD WINNER – SRF Overseas Ltd -...Dubai Quality Group
Breakthrough Process Improvement case study – Gold Prize winning submission by SRF Overseas Ltd during 3rd Continual Improvement & Innovation Symposium organized by Dubai Quality Group's Continual Improvement Subgroup to celebrate World Quality Day 2011
Brazil Food and Beverage Market - Astor GroupAstor Group
Brazil has a large and growing food and beverage market driven by positive macroeconomic trends. The middle class is expanding rapidly, increasing consumers' purchasing power. The document outlines several high-growth food categories and trends in Brazil, including organic foods and ready-to-eat products. It also discusses the food and beverage industry's large contribution to the Brazilian economy and lists some of the major players and M&A activity. Issues to consider for companies operating in Brazil include inflation, currency fluctuations, and increasing beverage taxes.
Lantmännen Unibake saw changing consumer trends in 2009 due to the financial crisis, including more discount shopping and down-trading. The company focused on strengthening its position in Europe and North America by expanding in key markets like the UK and Scandinavia. Bake-off products were identified as an area for future growth as consumers seek convenience.
The document provides an overview and update on the Arezzo and Schutz brands. For Arezzo, it discusses strengthening the classic line, consolidating a fast fashion strategy, and starting a project to improve the business model. For Schutz, it discusses effective actions in the multi-brand channel, increasing retail presence through owned stores and franchises, and consolidating communication and marketing strategies including flagships, events, and social media. The main challenges are outlined as focusing on owned stores, strengthening the multi-brand channel, and expanding e-commerce.
Dow and OPXBIO are partnering to develop an industrial-scale process for producing acrylic acid from sugar as a renewable alternative to petroleum-based production. They have made progress optimizing microbes to produce 3-hydroxypropionic acid from sugar and converting it to acrylic acid. Key challenges include sugar and natural gas price volatility impacting economics and properly sizing the first commercial plant. The goal is to commercialize the bio-acrylic acid process between 2014-2016.
Nature of businees among african and asian owned businessJohn Johari
Ford published their first report dedicated to addressing the business impacts of climate change. The report discusses how climate change poses risks and opportunities for Ford's business operations, products, customers, and investors. Ford is taking actions to reduce greenhouse gas emissions from its facilities and vehicles. However, addressing climate change requires coordinated global efforts across many sectors given the complexity of the automotive and energy systems. Ford is committed to playing a leadership role and working with partners to develop effective strategies for reducing emissions.
- Braskem's 3Q11 EBITDA was R$940 million, reflecting lower spreads. 9M11 EBITDA increased 10% to R$3 billion.
- Synergies from the Quattor acquisition totaled R$309 million in 9M11. Expansion projects for PVC and butadiene are on schedule.
- Braskem's net debt to EBITDA ratio was affected by the 19% appreciation of the dollar, reaching 2.32x in USD and 2.62x in BRL.
BGT presented its quarterly results and strategies. Sales revenue increased 27% to 663 million baht in Q1 2010 compared to Q1 2009. Net profits also increased significantly. BGT's vision is to expand its retail network of Body Glove, BG Denim, and People's Market stores to over 200 locations by 2012 across Thailand and other Southeast Asian countries. BGT's winning strategies include setting trends of the California surf lifestyle, focusing on retail chains and marketing, introducing new products at the right time, and expanding through owned retail networks for healthy growth.
Brasil Ecodiesel is the largest dedicated biodiesel producer in Brazil and believes it is the largest listed biodiesel company globally. It has 6 operational plants with a total capacity of 638,600 m3/year. The company sources vegetable oils through direct purchases, its own plantations, and partnerships with farmers. It had a 49% market share in Brazil in the first 9 months of 2007. The Brazilian government has enacted laws requiring biodiesel blending that will increase mandatory blending to 5% by 2013, driving significant market growth.
The document discusses findings from the 2012 Edelman goodpurpose Global Consumer Survey on consumer attitudes toward social issues and expectations of brands. Key trends include:
1) Consumer participation in social causes is rising, with 89% of global consumers taking part in activities to address social issues. However, Australians are less likely to take direct action.
2) Personal needs are prioritized over the common good for Australians. Consumers in rapidly growing economies have higher expectations for brands on social issues.
3) Purpose has become more personal - social issues are affecting consumers directly due to the global recession. This is driving expectations for brands to address social problems.
Conferência btg pactual – fevereiro 2011Braskem_RI
Carlos Fadigas, CEO of BTG Pactual XII, presented at a conference in São Paulo in February 2011. The presentation discussed Braskem's growth into a global petrochemical leader through acquisitions of Quattor and Sunoco assets. It outlined Braskem's project pipeline for expansion in Latin America, including a new ethane cracker project in Mexico. The presentation emphasized Braskem's focus on sustainable chemicals and innovation in bioplastics. It highlighted Braskem's consistent financial performance through economic cycles.
Braskem reported its 1Q10 results. EBITDA was R$729 million, up 19% from 4Q09 due to better contribution margins and FX gains offsetting lower sales volumes. Net revenue increased 5% to R$4.466 billion. The global petrochemical scenario saw resin and basic petrochemical prices maintain an upward trend due to factors like higher raw material costs and strong Asian demand. Braskem also completed the acquisition of Quattor Participações and secured $1 billion in funding including $400 million in 10-year bonds. Planned investments in 2010 total R$1.617 billion and include expanding PVC production capacity in Alagoas.
- Braskem reported its results for the first half of 2003.
- The company achieved synergies of R$208 million in the first six months by merging several petrochemical companies to form Braskem.
- Braskem is the leading petrochemical company in Latin America with the largest production scale at 3,200 kt/year and leadership positions in key segments like polyethylene, polypropylene, and PVC.
This document summarizes Braskem's 4th quarter 2006 earnings conference call. It highlights strong domestic demand growth for resins in 2006. Braskem achieved record gross revenues of $7 billion, an 8% increase over 2005. The acquisition of Politeno was completed and synergies were confirmed. EBITDA grew significantly in the 4th quarter to R$530 million due to decreasing raw material costs. Net income turned positive in the 4th quarter. Braskem invested over R$700 million in 2006 and expects investments of R$550 million in 2007, including the start of a new PP plant. Global resin supply and demand is expected to remain balanced in 2007 with sustained prices.
Apresentação para investidores btg pactual latin american ceo conferenceBraskem_RI
The document discusses Braskem's meeting with investors and contains forward-looking statements that are valid only as of the date given and are subject to risks and uncertainties. The agenda includes discussing Braskem as a global player, acquisitions of Quattor and Sunoco, Braskem's project pipeline for growth, and the petrochemical industry in general. Final considerations will also be presented.
This document summarizes Braskem's second quarter 2007 earnings conference call. It discusses Braskem's strong financial and operating performance in the quarter. Key points include Braskem achieving a 19% EBITDA margin, completing the acquisition of Ipiranga Petroquímica assets, increasing production volumes, strengthening its market leadership position, and leveraging net income through improved operating and financial results. Braskem is highlighted as the largest petrochemical company in Latin America based on key financial figures for the last twelve months through June 30, 2007.
Presentation acquisition of ipiranga group operationsBraskem_RI
Petrobras, Ultrapar, and Braskem entered into an agreement to acquire operations of Ipiranga Group, Brazil's second largest fuel distributor. The acquisition involved five stages: 1) acquiring shares from controlling shareholders, 2) tender offers for remaining shares, 3) delisting of petrochemical company Copesul, 4) exchanging shares of acquired companies for Ultrapar shares, 5) selling some assets to Petrobras and Braskem. The $4 billion deal aimed to consolidate key sectors in Brazil and create scale benefits for all parties.
Santander latin america energy & materials london, october 2009Braskem_RI
This presentation discusses Braskem, a leading petrochemical company in Latin America. It contains forward-looking statements reflecting Braskem's management's beliefs and expectations, which are not guarantees of future results. The petrochemical industry cycle may last until 2011, with concerns around slowdowns in the US/EU and incentives sustaining new supply. However, factors like delays in new plant capacities, supply-demand imbalance, and opportunities from idled assets could be positive. Braskem had higher prices and sales volume in 2Q09, which offset impacts from exchange rates and raw material costs to improve EBITDA. The company has a comfortable cash position to cover debt obligations.
The presentation provides an overview of Braskem's strategy and growth plans. It discusses Braskem's acquisition of Quattor and Sunoco which made it a global petrochemical leader. The acquisitions provided diversification of raw materials and a foothold in the large US market. Braskem outlines opportunities from the acquisitions like synergies and challenges of integrating cultures. Braskem also discusses its project pipeline for growth including green ethylene and PVC expansion projects in Brazil and ethylene projects in Mexico and Venezuela to further its leadership in Latin America.
Investors presentation btg pactual latin american ceo conferenceBraskem_RI
The document discusses Braskem's meeting with investors and contains forward-looking statements that are valid only as of the date given and are subject to risks and uncertainties. The agenda includes discussing Braskem as a global player, acquisitions of Quattor and Sunoco, Braskem's project pipeline for growth, and the petrochemical industry in general. Final considerations will also be presented.
Apresentação para investidores btg pactual latin american ceo conferenceBraskem_RI
The document discusses Braskem's meeting with investors and contains forward-looking statements that are valid only as of the date given and are subject to risks and uncertainties. The agenda includes discussing Braskem as a global player, acquisitions of Quattor and Sunoco, Braskem's project pipeline for growth, and the petrochemical industry in general. Final considerations will also be presented.
The document summarizes Braskem's strategy to become a top 10 global petrochemical company. It discusses Braskem's strong platform for growth through integration, with R$350 million in recurring synergies captured. It outlines plans for organic growth, selective growth through projects like Petroquisa and Paulinia, enhancing the aromatics chain, and internationalization through technology development.
Apresentação citigroup 14a conferência anual da américa latina (inglês)Braskem_RI
Braskem held its 14th Annual Latin America Conference in New York City in March 2006. The presentation contained forward-looking statements and discussed Braskem's company overview, 4Q05 and FYE 2005 results, and future growth and value creation opportunities. Key highlights included record net income of $270 million in 2005, consistent EBITDA growth since 2002, and sound capital structure with declining financial leverage and average debt maturity of 11 years.
Braskem acquired Quattor, a Brazilian petrochemical company, to create a world-scale petrochemical player and diversify its feedstock supply. The acquisition was executed through the creation of a new holding company, BRK Investimentos Petroquímicos SA, which received capital increases of R$3.5 billion from Braskem's shareholders Odebrecht and Petrobras to fund the purchase of Quattor. The combination of Braskem and Quattor expanded Braskem's production capacity and geographic footprint in Brazil.
The document discusses Braskem's acquisitions of Quattor and Sunoco Chemicals to become the largest petrochemical company in the Americas and one of the top global producers. It outlines how the acquisitions will boost Braskem's scale, diversify its feedstock supply, and expand its geographic footprint. The presentation also provides details on Braskem's growth projects in various regions to further strengthen its leadership position.
This paper was presented on the 8th November 2012 at an SCI conference on Processing Lignocellulosic Biomass. The conference was held at the UK's Centre for Process Innovation (CPI) at the Wilton Centre, Redcar, UK. The main focus of the event was on the UK role for biomass conversion, and the business and commericial implications of the technologies being developed.
6th annual latam ceo conference itau bba (inglês)Braskem_RI
This document provides an overview of Braskem's 6th Annual Latam CEO Conference. It discusses Braskem's vision, growth pipeline projects, and the global petrochemical industry outlook. Braskem aims to become the global sustainable chemical leader through projects in Brazil, Latin America, and sustainable chemicals focusing on renewable raw materials. Their growth pipeline includes projects in Brazil, Mexico, and Peru that will add over 2 million tons of annual ethylene and polyethylene capacity by 2015. The document also analyzes trends in the global petrochemical industry including higher naphtha and resin prices, scheduled maintenance shutdowns, and strong global demand expected to outpace new capacity additions.
Presentation to ini individual investorsBraskem_RI
This presentation provides an overview of Braskem, a Brazilian petrochemical company, for individual investors. It discusses the history and growth of the plastics and petrochemical industries in Brazil and South America. Braskem has consolidated its position as the largest petrochemical producer in the region through its large production capacity and recent acquisition of Politeno. The presentation also outlines Braskem's diversified sales markets and leadership positions in various resins in Brazil. While revenues declined slightly in the first quarter of 2006, Braskem aims to benefit from expected economic growth in Brazil and increasing domestic demand.
1) Petrobras aims to be one of the top five largest integrated energy companies in the world by 2020 with a strong international presence and leadership in biofuels.
2) Petrobras' $112 billion investment plan from 2008-2012 focuses on expanding oil and gas production, refining and distribution, with 58% directed to exploration and production.
3) The investment plan represents a 29% increase over the previous plan, with $13 billion from new projects including exploration, production of mature fields, refining and petrochemicals.
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- NOVA Chemicals is focused on plastics and chemicals with 2,500 employees worldwide. It is owned by IPIC, which aims to be a global polyolefins leader.
- NOVA Chemicals has refinanced some of its near-term debt, extending maturities. As of November 2009, its largest maturities are 2019 and 2016.
- It has access to advantaged ethane feedstocks in North America and proximity to customers in Eastern Canada. While facing near-term challenges, the outlook is positive in the medium to long term as the industry recovers from 2008-2009.
Braskem acquired Dow's polypropylene business for $323 million, increasing its polypropylene capacity by 1,050 kty. The acquisition includes two plants in Texas and two in Germany. The acquisition makes Braskem the number one polypropylene producer in the US and expands its global footprint. Braskem expects to realize $140 million in synergies from portfolio optimization, improved operations, procurement savings, and logistics optimization. The acquisition does not significantly change Braskem's capital structure or leverage.
Braskem acquired Dow's polypropylene business for $323 million, increasing its polypropylene capacity by 1,050 kty. The acquisition includes two plants in Texas and two in Germany. The acquisition makes Braskem the number one polypropylene producer in the US and expands its global footprint. Braskem expects to realize $140 million in synergies from portfolio optimization, industrial improvements, procurement savings, and logistics and supply chain optimization. The acquisition does not significantly change Braskem's capital structure or leverage.
CPFL Energia reported strong financial results in 2004 and 1Q05. Revenues grew 18% in 2004 to R$9.5 billion and EBITDA increased 21% to R$1.7 billion. Net income rebounded to R$279 million in 2004 from a loss in 2003. All business units contributed positively to consolidated net income. CPFL Energia has established itself as a leader in the energy sector in Brazil through acquisitions and organic growth. The company will continue investing to expand its business and maintenance programs.
This document discusses Brazil's renewable energy sector, specifically biofuels such as biodiesel and ethanol. It notes that Brazil has suitable land and weather for biomass production. It outlines Petrobras' strategy of expanding into renewable energy sources like biofuels, with planned investments of $1.5 billion from 2008-2012. This includes building biodiesel plants and expanding ethanol exports, targeting exports of 4.75 million cubic meters of ethanol per year by 2012. The global ethanol market is also discussed, noting opportunities for growth.
LyondellBasell presented an investor presentation in May 2010. The presentation provided an overview of the company, its financials, business segments, product positions, and capacity. LyondellBasell aimed to emerge from bankruptcy as a publicly traded company on the NYSE by the third quarter of 2010. The company had a conservative financial policy focused on debt reduction and maintaining balance sheet strength.
This document summarizes Dow's acquisition of Rohm and Haas. Key points:
- Dow will acquire Rohm and Haas for $78 per share, a 47.9% premium over Rohm and Haas' stock price.
- The acquisition will transform Dow's portfolio, increasing revenues from higher-growth specialty businesses from 49% to over 2/3.
- Significant cost and growth synergies are expected, including $800 million in annual pre-tax cost synergies and $2-2.6 billion in additional value creation.
- The acquisition accelerates Dow's transformation to a higher-growth, more diversified chemicals and materials company focused on specialty businesses like electronic materials and
Braskem reported its 1Q15 earnings. Key highlights included average cracker capacity utilization rising to 89%, Brazilian resin market growth of 6-9%, and Braskem's resin sales increasing 6-12%. Braskem's consolidated EBITDA was R$1.5 billion, up 10% from 4Q14. Net income was R$204 million. Leverage as measured by net debt to EBITDA was 2.55x. The Mexico project was 92% physically complete. Priorities for 2015 include renewing the naphtha supply contract, completing the Mexico project, ensuring competitive energy costs, and maintaining financial health.
O documento fornece um resumo da teleconferência de resultados do primeiro trimestre de 2015 da Braskem. As principais informações incluem:
1) O EBITDA totalizou R$1,5 bilhão, um crescimento de 10% em relação ao trimestre anterior, impulsionado pelo aumento das vendas e desvalorização do real.
2) As vendas de resinas acompanharam o crescimento do mercado brasileiro, atingindo 954 mil toneladas, alta de 6% em relação ao mesmo período do ano passado.
3)
This presentation summarizes Braskem's 4Q14 and full year 2014 financial results. In 4Q14, Braskem reported EBITDA of $1.4 billion, down 10% from 3Q14 due to lower resin sales volumes and petrochemical prices. For full year 2014, Braskem's revenue increased 12% to $46 billion while EBITDA grew 17% to $5.6 billion, driven by higher sales volumes, Brazilian real depreciation, and asset divestment gains. Braskem also continued advancing its Mexico ethylene project, which reached 88% completion in 2014, and maintained its commitments to financial health and cost discipline.
O documento resume os principais resultados financeiros e operacionais da Braskem no quarto trimestre e ano de 2014. No 4T14, o EBITDA foi de R$1,4 bilhão, uma queda de 10% em relação ao trimestre anterior devido a menores volumes de vendas e preços de petroquímicos. Em 2014, a receita líquida foi de R$46 bilhões, 12% maior do que em 2013, e o EBITDA foi de R$5,6 bilhões, um aumento de 17%. O projeto no México atingiu 88% de progresso
Este documento resume a teleconferência de resultados do terceiro trimestre de 2014 da Braskem. As principais informações são:
1) A Braskem registrou um EBITDA de R$1,5 bilhão no 3T14, impulsionado pelo aumento das vendas e melhora dos spreads internacionais.
2) As vendas da Braskem no mercado interno brasileiro cresceram 7% no trimestre, acompanhando a expansão de 5% do mercado.
3) O progresso físico do projeto integrado de eteno no México at
Braskem reported financial results for the third quarter of 2014. EBITDA was R$1.5 billion, up from the previous quarter, driven by higher sales volume and improved petrochemical spreads internationally. Construction of Braskem's Mexico petrochemical complex was 82% complete. Braskem's net debt to EBITDA ratio remained stable at 2.71x. For the full year, Braskem expects global petrochemical supply growth to outpace demand growth, putting downward pressure on spreads, and slower growth in Brazil's economy. Braskem's priorities are renewing its naphtha and energy supply contracts, advancing its Mexico project, and maintaining financial strength.
Braskem held its 2Q14 earnings conference call on August 08, 2014 in São Paulo. The presentation included forward-looking statements and disclaimers. In 2Q14, Braskem's average cracker capacity utilization was 84% and EBITDA was R$1,130 million, down 17% from 1Q14 due to lower sales volumes, reduced petrochemical spreads, and currency appreciation. Construction of Braskem's integrated Mexico project was 75% complete. Braskem continues to focus on its growth projects and priorities including the Mexico project, Ascent project, renewing its naphtha supply contract, and maintaining financial health.
Este documento apresenta os resultados financeiros e operacionais da Braskem no segundo trimestre de 2014. As vendas de resinas no Brasil caíram 3% em relação ao trimestre anterior, enquanto o EBITDA caiu 17% no mesmo período. O projeto integrado no México atingiu 75% de conclusão física.
This presentation summarizes Braskem's 1Q14 earnings conference call. Key highlights included average cracker capacity utilization of 85% impacted by scheduled maintenance. EBITDA was positively impacted by international market spreads, real depreciation, and the divestment of water treatment assets. Net income was R$396 million. Leverage as measured by net debt to EBITDA was 2.71x. Braskem continues construction of its Mexico petrochemical complex and advancing the Ascent US ethane cracker project. Priorities include renewing its naphtha supply contract and advancing projects in Mexico and the US to diversify feedstocks.
Este documento resume a teleconferência de resultados do primeiro trimestre de 2014 da Braskem. O destaque foi o EBITDA de R$1,6 bilhão, influenciado positivamente pela sustentação dos spreads internacionais, desvalorização do real e venda de ativos. O progresso físico do projeto no México atingiu 66% e a dívida líquida/EBITDA caiu para 2,71x em dólares. As prioridades incluem renovar contratos de nafta e concluir a aquisição da Solvay Indupa.
The document summarizes Braskem's 4Q13 and full year 2013 earnings conference call. It discusses several key points:
- Braskem reported 4Q13 EBITDA of $521 million, a 20% increase over 4Q12 recurring EBITDA, driven by recovery in petrochemical spreads and the Brazilian real depreciation.
- For full year 2013, Braskem's EBITDA grew 22% to $4.8 billion reais and 11% to $2.2 billion in US dollars terms over 2012. Growth was supported by higher sales volumes and recovery in international spreads.
- Construction of Braskem's integrated petrochemical project in Mexico continues to advance
O documento resume os resultados financeiros da Braskem no quarto trimestre e ano de 2013. As principais informações incluem: 1) o EBITDA do 4T13 foi de R$1,2 bilhões, 20% acima do 4T12; 2) o EBITDA de 2013 foi de R$4,8 bilhões, um aumento de 22% em relação a 2012; 3) a dívida líquida/EBITDA foi de 2,87x em dólares em 2013, abaixo dos 3,25x de 2012.
Braskem held its 3Q13 earnings conference call on November 8, 2013. The presentation included the following highlights:
- Braskem's cracker utilization rate was 92% in 3Q13, down slightly due to a power outage, while Brazilian resin sales fell 8% year-over-year. However, Braskem gained market share to 68%.
- EBITDA grew 57% quarter-over-quarter to R$1.65 billion, aided by lower raw material costs and currency depreciation.
- Construction of Braskem's new petrochemical complex in Mexico was 48% complete, with startup planned for 2015.
- Leverage ratio improved to 2.73x
O documento resume a teleconferência de resultados do 3T13 da Braskem. As principais informações incluem: 1) A taxa média de utilização dos crackers foi de 92%, menor que no trimestre anterior devido a interrupções no fornecimento de energia; 2) O EBITDA do trimestre atingiu R$1,65 bilhões, um aumento de 57% em relação ao trimestre anterior; 3) Os projetos de expansão como o complexo petroquímico no México seguem avançando dentro do cronograma e orçamento planejados.
O documento resume os resultados financeiros da Braskem no segundo trimestre de 2013. As principais informações incluem: 1) a taxa média de utilização dos crackers foi de 94%; 2) as vendas de resinas no mercado brasileiro aumentaram 3% em relação ao trimestre anterior; 3) o EBITDA atingiu R$1,051 bilhões, um aumento de 12% em relação ao trimestre anterior.
Braskem reported its 2Q13 earnings. EBITDA increased 12% from the previous quarter to R$1,051 million due to higher sales volumes, a positive foreign exchange impact, and cost reductions. The Mexico project construction advanced to 38% completion. Braskem adopted hedge accounting to better reflect exchange rate impacts. Leverage excluding Mexico declined to 3.01x due to debt reduction. Braskem will focus on strengthening client relationships, advancing industrial policies, boosting competitiveness through costs and capacity, progressing key projects, and maintaining financial strength.
The document provides details from Braskem's 1Q13 earnings conference call held on May 13, 2013. It highlights that Braskem achieved an EBITDA of R$937 million in 1Q13, up 10% from the recurring EBITDA in 4Q12. It also notes that construction of Braskem's integrated petrochemical project in Mexico is 26% complete physically and that the first disbursement of project financing is expected in 2Q13. Additionally, it outlines Braskem's priorities going forward as focusing on strengthening client relationships, advancing industrial policies in Brazil, boosting competitiveness, progressing the Mexico project, and maintaining financial strength.
1) A Braskem apresentou seus resultados do primeiro trimestre de 2013, com destaque para o crescimento de 6% nas vendas de resinas, taxa média de utilização dos crackers de 90% e EBITDA de R$937 milhões.
2) A construção do projeto integrado no México está em 26% de progresso físico e o primeiro desembolso do financiamento deve ocorrer no segundo trimestre.
3) A Braskem permanece focada no fortalecimento de clientes, evolução da política industrial brasileira e ampliação da competitividade através
Braskem reported financial results for 4Q12 and full year 2012. For 4Q12, Braskem's EBITDA was R$1.4 billion including gains from asset sales, and net revenue was R$9.2 billion. For 2012, Braskem's EBITDA was R$4 billion including non-recurring items, and the company expanded its market share in Brazil to 71% on thermoplastic resin sales of 3.5 million tons. Braskem also made progress on projects in Mexico and Comperj while maintaining its commitment to financial health.
O documento resume os resultados financeiros da Braskem no quarto trimestre e ano de 2012. No 4T12, a Braskem obteve receita líquida de R$9,2 bilhões, com EBITDA de R$1,4 bilhões, incluindo ganhos com a venda de ativos. Em 2012, a Braskem atingiu EBITDA de R$4 bilhões, excluindo itens não recorrentes. A empresa também avançou em projetos de crescimento no Brasil, México e Estados Unidos.
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2. Forward-looking Statements
This presentation contains forward-looking statements. Such statements are not
statements of historical facts, and reflect the beliefs and expectations of Braskem’s
management. The words “anticipates”, “wishes”, “expects”, “estimates”, “intends”,
“forecasts”, “plans”, “predicts”, “projects”, “targets” and similar words are intended
to identify these statements. Although Braskem believes that expectations and
assumptions reflected in the forward-looking statements are reasonable based on
information currently available to Braskem’s management, Braskem cannot guarantee
future results or events.
Forward-looking statements included in this presentation speak only as of the date they
are made (March 31, 2007), and the Company does not undertake any obligation to
update them in light of new information or future developments.
Braskem shall not be responsible for any transaction or investment decisions that are
taken based on information included in this presentation.
2
3. Our Vision
Ipiranga /
Copesul
2007
Politeno
2012
2006
Turnaround
2002
To rank amongst the
TOP 10 global
To become petrochemical
Latin America’s leader companies in market
in thermoplastic resins capitalization
3
4. Strategic Drivers
Opportunities for Growth with Value Creation
• Start-up of overseas • Politeno acquisition
commercial • Acquisition of the
operations and Petrochemical assets of
distribution network Internationalization Organic Growth the Ipiranga Group
• Investment (Ipiranga and Copesul)
opportunities in the • Debottleneckings in PE
Americas and PVC
• New PP plant in
Value Creation Camaçari
Enhancement of the
Brazilian Production Selective Growth
Chains
• Capacity increases in • Petroquímica Paulínia
isoprene and paraxylene
• Projects in Venezuela:
• Conversion of MTBE to ETBE
•PP plant
• Hydrocarbon resins
•Jose Olefins Complex –
• Green polymers 1st and 2nd generation
4
5. A Unique Investment Opportunity
Upcoming Compelling
Opportunities Market Outlook
for Value
Creation
Ipiranga Solid
Acquisition Business Model
5
7. Brazil: a growing and dynamic market for thermoplastic resins
With high historical growth rates…
Overall Market Consumption for Polyethylene, Polypropylene and PVC
3,741
3,440
Thousands of tons
3,064
3,014 9%
2,829
2,529
2,135
1,596
7%
CAGR *
1993 1995 1997 1999 2001 2003 2005 2006
* Compound Annual Growth Rate
Source: Brazilian Chemical Industry Association - Abiquim 7
8. Brazil: a growing and dynamic market for thermoplastic resins
…and strong elasticity to the GDP growth
Annual Growth Rates – Brazil (1994 through 2006) %
Elasticity: 2.4x
GDP growth 9.1
6.8
6.1
5.7
Polypropylene
Polypropylene
2.9 Resins
Polyethylene
Polyethylene
PVC
PVC
GDP
Source: Braskem and Abiquim 8
9. Brazil: a growing and dynamic market for thermoplastic resins
Braskem: Solid and consistent growth
Gross Revenue US$ million Exports US$ million
6,893 1,382
6,252
4,900
959
3,688
710
3,013
617
23% 415
CAGR 35%
CAGR
2002 2003 2004 2005 2006 2002 2003 2004 2005 2006
Source: Braskem. Figures do not consider the effects of the acquisition of Ipiranga. 9
10. Braskem: consumption-driven player with a strong customer basis
Differentiated position to benefit from the growth
of the Brazilian market
Market segmentation for Braskem’s resins in 2006
% of Revenue
Outlook for 2007:
OTHERS *
PACKAGING FOR FOOD – Sustained global economic
growth
20%
24%
AUTOMOTIVE
3% – In Brazil:
COSMETICS AND
3% • Gradual reduction in interest
PHARMACEUTICALS
8%
rates
17%
RETAIL CONSUMER GOODS • Increase in investments in
(NON-DURABLE) infrastructure
8% 17%
AGRICULTURE • Growth in domestic demand
coupled with higher expected
CONSTRUCTION GDP growth
• Increase in available income
* Includes personal hygiene, infrastructure, electronics and others
Source: Braskem 10
11. Brazil: a growing and dynamic market for thermoplastic resins
Solid demand growth for thermoplastic resins
Demand growth approximately 1.2 million tons for the next 4 years
Market growth (k ton)
Growth 2007-2010 (k ton)
315 282 303
300 264
200
100 243
0
530
2007 2008 2009 2010
391
mn ton
4.8
5
4.5
4.2
4.0
4 3.7 +8%
3
PVC
7.2% CAGR
2
PP
1
PE
2006 2007 2008 2009 2010
Domestic sales + imports
Source: Braskem and LCA consultancy 11
13. Braskem: Solid business model based on competitive
integration in the Value Chain
Level of integration reaches 80% for ethylene and 85% for propylene
COMPETITIVE INTEGRATION
Extraction 1st generation
1st generation 2nd generation
2nd generation 3rd generation
3rd generation
Value Added
Naphtha
Condensate
Competitiveness
Raw materials Basic petrochemicals Thermoplastic resins Plastic Converters
Market Cost Technological
Leadership Competitiveness Autonomy
#1 Petrochemical Integration Know-How
Company in Latin with Scale
America
13
14. Braskem: Cost Competitiveness
Leading producer in the region with scale surpassing
all other players
More than 10 million tons of petrochemical and chemical products in 2007,
5.6 million of which ethylene and resins
000 t / ano
Production Capacity 000 tons / year
5,570
515 PVC
760 PP
PE
1,815
Ethylene
1,400
2,480
1,060
700
700 685 620 561
540
120 160
700 520 476
500
85
Braskem Dow Rio Polímeros Suzano Unipar / PQU Solvay Triunfo
Source: CMAI and Braskem 2007 14
15. Braskem: Market leadership in Brazil
Number 1 petrochemical company in the region
PE % PP %
16% 8%
51%
47% 37% 41%
OTHERS
IMPORTS
PVC % PE + PP + PVC %
7% 12%
40% 53% 46%
42%
Source: Braskem / Brazilian Chemical Industry Association – Mar 07; Braskem´s market share before acquisition of Ipiranga 15
16. ja
n/
ja 05
n/ fe
05 v/
fe 0
v/
0 m 5
100%
m 5 ar
126%
ar /0
100%
152%
/0 ab 5
ab 5 r/
r/ 0
0 m 5
m 5 ai
/0
ai
/0 ju 5
ju 5 n/
n/ 05
05 ju
ju l/0
l/0
ag 5
ag 5 o/
o/ 05
05 se
se t/
t/
0 0
Source: CMAI / Braskem
ou 5 ou 5
t/0 t/
05
no 5 no
v/ v/
0 0
de 5 de 5
z/ z/
05 05
ja ja
n/ n/
06 06
fe fe
v/ v/
0 0
m 6 m 6
ar ar
/0 /0
ab 6 ab 6
r/
0 r/
0
m 6 m 6
ai ai
/0 /0
ju 6 ju 6
n/ n/
06 06
ju
ju
PVC - Ásia (CMAI) Base 100
l/0
l/0
PVC - Braskem (MI) Base 100
ag 6
o/ ag 6
PE: International and Braskem
06 o/
se 06
t/
PVC: International and Braskem
0 se
t/
ou 6 0
t/0 ou 6
no 6 t/
06
v/ no
0 v/
de 6
z/
0
06 de 6
ja z/
n/ 06
07 ja
fe n/
v/ 07
0 fe
m 7
PEAD - Ásia (CMAI) Base 100
v/
ar 0
PEAD - Braskem (MI) Base 100
/0 m 7
7 ar
/0
101%
140%
7
Base 100
Base 100
167%
127%
Braskem: Strong pricing power
ja
n/
05
fe
v/
05
m
ar
142%
/0
100%
ab 5
r/
0
m 5
Spreads over international prices above 30%
ai
/0
ju 5
n/
05
ju
l/0
ag 5
o/
05
se
t/
PP
05
PE
ou
t/
0
PVC no 5
v/
05
de
z/
05
ja
n/
06
fe
v/
06
m
ar
/0
ab 6
r/
0
m 6
Spreads over Asian prices
ai
/0
ju 6
n/
06
ju
l/0
PP: International and Braskem
ag 6
+ 38%
o/
+ 32%
+ 33%
06
se
t/
0
ou 6
t/
0
no 6
v/
06
de
z/
0
ja 6
n/
07
%
fe
v/
07
m
PP - Ásia (CMAI) Base 100
ar
Base 100
/0
PP - Braskem (MI) Base 100
7
March 2007
126%
168%
16
17. Braskem: Innovation and Technology as key drivers for
Value Creation
Over US$ 160 million in R&D assets
171 researchers
8 pilot plants
151 patent registrations filed
Extended knowledge network with
Universities
20% of sales come from new products
launched over the last 3 years
17
18. Braskem: Innovation and Technology
New frontiers of development
Nanotechnology
– 1st Brazilian petrochemical company to file a patent
– 4 patents already filed
– 1st product launched in November 2006: new PP grade
Green Polymer
– Manufacture of resins based on renewable sources of raw
material (sugar cane)
– Technology to convert ethanol into ethylene already in
place
– Biopolymer: biodegradable green polymer
18
20. A new step in the restructuring of the Brazilian
Petrochemical Industry
March 19th, 2007
5 plants Production
730 kt of resins 1.2 mn tons of Ethylene
Leadership in HDPE 2nd largest cracker
40% Market Share in Latam
20
21. Braskem: Acquisition of Ipiranga Group´s Petrochemical
Business
Largest petrochemical player in Latin America
Gross Revenue Net Revenue EBITDA
US$ 9.9 bn US$ 7.8 bn US$ 1.4 bn
US$ 6.9 bn US$ 5.4 bn US$ 760 mn
Net Debt / Ebitda Debt / Equity Assets
2.6 x 53 / 47 US$ 10.3 bn
2.7 x 59 / 41 US$ 7.5 bn
Note: 2006 Figures consolidating Ipiranga and Copesul are unaudited and proforma 21
22. Braskem: Acquisition of Ipiranga Group´s Petrochemical Business
Financial leverage practically intact after the acquisition
Transaction multiple of 6.2 x before synergies
Acquired Assets US$ Acquisition US$
EBITDA (Ipiranga
+ Debt 2,415 mn + 55% of Copesul) 390 mn
EV/EBITDA
Comparable
6.5 Companies Average:
6.0 6.0 6.0 5.75
5.0 4.9
15%
Discount
Dow Nova Lyondell Huntsman Georgia Gulf Braskem
Chemicals Chemical 2007*
* Analysts’ average for 2007
Source: Citigroup, JP Morgan and Bear Stearns 22
23. Braskem: Acquisition of Ipiranga Group´s Petrochemical Business
Strengthening of our competitive advantages unlocks
potential synergies
Improved profitability and EBITDA with
potential increase in cash flow
Expansion of product portfolio, consolidating
our leading position in all respective segments,
mainly HDPE
Client base expansion and supply of value-
added services based on Innovation &
Technology structure
Full integration between 1st and 2nd
generation, leading to improved
competitiveness
Increased operational flexibility
Improvement of supply chain management
– Increased flexibility with naphtha supply
Strengthening of the partnership with
Petrobras
23
24. Braskem: Acquisition of Ipiranga Group´s Petrochemical Business
Strengthened market leadership
More than 50% of market share in all resins
PE % PP %
30%
39%
53% 52%
37% 17% 41%
9%
OTHERS
IMPORTS
PVC % PE + PP + PVC %
30% 33%
53% 52%
53%
17% 42% 15%
Source: Braskem/Abiquim 2006 24
25. Braskem: Acquisition of Ipiranga Group´s Petrochemical Business
Synergies: Experienced management team with proven
implementation capacity
Commercial
– Complementary product portfolio, especially HDPE
– Integration of client base
– Optimization of export contracts
Industrial
– Operational flexibility
– Shared maintenance services
Fiscal and tax optimization
Supply chain
– Scale gains in procurement
– Optimization of logistics
Competitive management model with potential to improve
quality and productivity through the exchange of best practices
Possibility of new DBN’s in the Southern Complex
25
26. Braskem: Solid Financial Structure
Adequate indebtedness profile with financial leverage practically
intact after the acquisition
AMORTIZATION SCHEDULE Net Debt / EBITDA (LTM)
03/31/2007 - (R$ million) 2.72
“BB+”
2.51 2.63
Ratings of Braskem
Gross debt: 5,800 -8%
Outlook from Stable to Positive
Net debt: 4,205 “Fitch expects the company to be able to increase
significantly free cash flow generation, which
would allow a significant improvement in credit
Dec 06 Mar 07 Pro- metrics needed for Braskem´s rating to migrate to
Braskem´
1,596 an Investment Grade category.”
category.”
forma**
26%
812 Average term: 17 years
13% 12%
1,162* 12% 9%
8% 8%
6%
6% 724 718
784 675
462 543
372 449
366 331
03/31/07 2007 2008 2009 2010 2011/ 2013/ 2015/ 2017/ Perpetuals
Cash and cash 2012 2014 2016 2018
equivalents *Subordinated debentures fully subscribed by the controlling shareholder with payment of interest and principal in July 2007.
Invested in R$ **Unaudited pro-forma figure for 2006 considering the acquisition of Ipiranga
Invested in US$
Source: Braskem 26
27. A Unique Investment Opportunity
Upcoming
Opportunities
for Value
Creation
27
28. Braskem: Opportunities for Value Creation
Resin production capacity growth in Brazil …
Petroquímica Paulínia: PP Plant
– JV with Petrobras
– Total investment of R$ 734 million
– Production capacity
• +350 k ton / year
Alagoas – Location
Bahia • Paulínia, State of São Paulo
Paulínia
– Start-up in 2Q08
Projects being considered for future
implementation:
– DBN
PVC +150 k ton / year
PE +100 k ton / year
– Greenfield
PP Bahia +300 k ton / year
Source: Braskem (2006)
28
29. Braskem: Opportunities for Value Creation
…combined with investments in the lowest feedstock cost country
in the region…
Venezuela
PDA’s signed
Cornerstone laid on 04/16/07
JVs to be created by the end of 07
Two projects in the Jose Complex:
– 50/50 Braskem and Pequiven
– Capital structure: 30% equity, 70% debt
– Project finance non-recourse – multilaterals, ECAs
and development banks
PP Plant*
– Production capacity of 450 kton / year
– Investments of US$ 370 million
– Start-up in 2009
– Propylene at competitive prices
Jose Olefins Complex*
– 1.3 million tons of ethylene
– 1.1 million tons of PE
– Total investment of US$ 2.5 billion
– Start-up in 2011
– Natural gas at competitive prices
* To be presented to the Board
29
30. Braskem: Opportunities for Value Creation
…will result in an 80% production capacity increase for
thermoplastic resins...
Camaçari
Camaç
300
Venezuela 5.5
1,100 (2) million
Camaçari
Camaç
150
100 665
Venezuela (2)
(1)
450
Paulínia
Paulí
3.1 350
million
1,860
515
515
760
3,015
1,815
Braskem Current 2008 2009 2010 2011 2012
(1) JV with Petrobras Polyethylene Polypropylene PVC
(2) JV with Pequiven
Source: Braskem 30
31. Braskem: Opportunities for Value Creation
…within a lower production cost structure derived from access to
diversified sources of raw materials on a competitive basis
2006 2012
Venezuela
Camaçari - BA Camaçari - BA
Paulínia - SP
Triunfo - RS Triunfo - RS
34%
100% 57%
9%
Naphtha Feedstock from Refinery Natural Gas
Source: Braskem 31
32. Braskem: Opportunities for Value Creation
Commitment to Sustainability and high standards
of Corporate Governance
100% tag-along rights for all shareholders
Part of BOVESPA’s Corporate Sustainability Index - ISE
BOVESPA Level 1 Company with commitment to migrate to Level 2
SOX early adopter - June 2006
Four of eleven Board members are independent
Existing committees
– Ethics Committee
– Enhanced Fiscal Council
– Finance & Investment
– People & Organization
Braskem environment project in Alagoas / Brazil
– Strategy & Communication
Code of Conduct: sets values, principles and practices governing corporate behavior
Long-term incentive plan tied to stock performance
All plants ISO 14000 certified: excellence in HSE
32
33. Braskem: Growth with Value Creation
Regional market leader in the production of PE, PP and PVC: organic growth and
consolidation
Greenfield projects in the region to guarantee access to competitive raw
materials: selective growth
Strong growth potential in the next 5 years:
– Total production capacity will increase from 6 to 10 million tons
– Production of resins will increase from 3.1 to 5.5 million tons
Solid financial structure coupled with capital discipline
Innovation and technology as key drivers for value creation
Access to competitive sources of renewable raw materials
Consolidation of the partnership model with Petrobras
100% tag-along for all shareholders and best corporate governance practices
Social and environmental responsibility
33