Providência USA reported increased sales volume and revenue in 2Q 2012 compared to the previous year. Net income grew over 200% year-over-year. The company's expansion projects remain on schedule, with a new production line starting in Brazil and another planned for the US by the end of the year. This will increase annual production capacity to 140,000 tons and reinforce Providência's position as a major player in the nonwovens industry.

1. 2Q 2012 Results
August 14th, 2012

2. SCHEDULE
Providência USA
HIGHLIGHTS
RESULTS
OUTLOOK
Providência USA
2

3. HIGHLIGHTS 2Q 2012
The startup, in June 4th 2012, of the second production line at the Pouso
Alegre facility in the state of Minas Gerais;
Work on the project for expanding the Statesville (NC) facility in the US is
running to schedule – our 13rd Production Line ;
By year-end 2012, Providência’s capacity will have reached 140 thousand
tons/year, reaffirming the Company’s ranking as one of the major players in the
nonwovens industry;
Payout of R$ 25.4 million on May 25 of the remaining balance in dividends for
fiscal year 2011, totaling R$ 39.5 million.
3

4. SCHEDULE
HIGHLIGHTS
RESULTS
OUTLOOK
4

5. SALES VOLUME
(in thousands of tons)
During
the
quarter,
the
Company
reported an increase in total Sales Volume
of 11.6% compared with the same period in
47.7
42.0
3.5
4.0
2011;
24,6
22,0
23,1
38.5
22.0
2.1
19.9
43.6
24.6
23.1
1.8
2.3
22.3
21.3
1H11
1H12
The increase was mainly due to the
2Q11
1Q12
Nonwovens
2Q12
Others
first production line of the United
States, that started up in January/2011.
5

6. NET REVENUE
(in millions of Reais)
Net
Revenue
increased
relation
to
2Q11,
the
19.1%
and
in
8.3%
comparing to the 1Q12;
151.0
139.4
126.8
300,0
280,0
2Q11
1Q12
2Q12
260,0
240,0
220,0
200,0
This increase is mainly related to the
increase
in
Sales
Volume
and
price
realignment as well as the devaluation of
the Real.
180,0
160,0
290.5
140,0
120,0
241.9
100,0
80,0
60,0
40,0
20,0
-
1H11
1H12
6

7. COGS (Cost of Goods Sold)
(in millions of Reais)
R$ 4.29
R$ 4.40
R$ 4.29
200,0
R$ 4.18
0
R$ 4.14
180,0
0
4
160,0
0
140,0
0
120,0
0
R$ 3,50
0
0
80,0
204.7
100,0
0
0
94.5
96.6
3
173.6
60,0
108.1
40,0
0
20,0
R$ 2,50
2Q11
1Q12
-
2Q12
2
1H11
1H12
The increase of 14.4% compared with 2Q12 is mainly a reflection of the higher Sales
Volume in 2Q12, given that unit COGS posted a rise of only 2.5%, impacted by rising prices in
the Company’s principal cost component, polypropylene.
7

8. 0
EBITDA (in millions of Reais)
and EBITDA MARGIN (%)
Adjusted EBITDA in 2Q12 reached R$ 28.2 million, a growth of 55.8% when compared
with R$ 18.1 million reported in 2Q11 and Adjusted EBITDA margin rose 4.4 p.p. in the
60,0
same period;
19.7%
20.7%
18.7%
40,0
16.6%
0
14.3%
57.1
20,0
0
28.9
40.2
28.2
18.1
0,0%
2Q11
1Q12
2Q12
0,0
0
1H11
1H12
The EBITDA increase was mainly due to the higher Sales Volume and to the prices
recovery.
8

9. 25,0
NET INCOME (in millons of Reais)
and NET MARGIN(%)
5.1%
5.2%
Net Income totaled R$ 7.8 million in
2Q12, an increase of 11.1% comparing to
the 1Q12 and 237.1% in relation to the
2Q11;
1.8%
7.1
5.1%
7.8
3.9%
2.3
-
0,0%
2Q11
1Q12
2Q12
14.9
Calculation base for the annually adjusted
9.5
dividends for the quarter (retained profits) reached
R$ 10.4 million, since the realization of the deemed
cost in the quarter, net of tax, is added.
-
0,0%
1H11
1H12 9

10. CASH AND CASH EQUIVALENTS
(in millions of Reais)
In 2Q12 the Company reported a decrease in Cash and Cash Equivalents, comparing to
Total
2Q11 and 1Q12, due to investments in the new production lines in Brazil and the United
250,0
States and the payout of R$ 25.4 million in dividends;
200,0
150,0
100,0
218.8
50,0
93.0
63.7
-
2Q11
1Q12
2Q12
In 1H12, the Company reported operational cash generation of R$ 79.0 million, 60.2%
higher than for 1H11, due to the performance of the plant in the United States which began to
generate an operational cash flow from the middle of the 2H11 and to the success of the work
10
involved in reducing the need for working capital.

11. NET DEBT
(in millions of Reais)
Net Debt increased 56.0% when compared
with 2Q11 mainly due to new investments
coming on stream during the course of the
year and to the foreign exchange translation
effect on dollar-denominated debt;
403.1
355.3
The foreign currency named debt was
mainly borrowed in the USA with a natural
258.3
hedge in the form of Providência’s revenue
flows and assets in that country.
Foreign
Currency
2Q11
1Q12
2Q12
36%
64%
Local
Currency
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12. DEBT / CASH
(in millions of Reais)
Consolidated Net Debt
R$ (MM)
06/30/2011 06/30/2012
Ch. 2Q12 /
2Q11
Total Debt
Short Term
Long Term
Total
260.0
217.1
477.2
117.7
349.2
466.8
-54.7%
60.8%
-2.2%
Cash
218.8
63.7
-70.9%
Net Debt
258.3
403.1
56.0%
Shareholders' Equity
685.1
678.7
-0.9%
3.0
3.7
22.7%
2.9
2.6
-9.1%
12
Net Debt / Adjusted EBITDA
Net Debt / Adjusted EBITDA
without the lines that startup in 2012 Debt

13. 25,0
MARKET VALUE RATIOS
Dividend Yield*
8.06%
5.25%
5.54%
2,00
2009
2010
1,80
2011
* Dividend per Share / Share price at the end of the period.
1,60
1,40
Share Price / Book Value per Share
1,20
1,00
0,80
0,60
0,40
0.70
0.80
0.74
2Q11
1Q12
13
2Q12
0,20
-

14. SCHEDULE
HIGHLIGHTS
RESULTS
OUTLOOK

15. OUTLOOK
The 2nd production line at the Pouso Alegre plant – the Company’s 12th - inaugurated in
June 2012, is expected to reach full capacity during the course of 4Q12 with a
corresponding increase in Sales Volume. This unit will ramp up Providência’s capacity by 20
thousand tons annually, production largely going to the disposable hygienic goods market;
During the 4th quarter of 2012 we will startup on schedule the 13th production line – the
second at the Statesville (NC) plant, so increasing our production capacity in the United
States from 20 to 40 thousand tons/year;
By year-end 2012, Companhia Providência’s capacity will have reached 140 thousand
tons/year, reaffirming the Company’s ranking as one of the major players in the global
nonwovens industry.
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16. CEO: Hermínio V. S. de Freitas
CFO: Eduardo Feldmann Costa
IR : Gabriela Las Casas
Beatriz Tokarski
Tel: +55 (41) 3381-8673
Fax: +55 (41) 3283-5909
São José dos Pinhais – PR
www.providencia.com.br/ir
www.twitter.com/providencia_ri
The words “believe”, “anticipate”, “expect”, “estimate”, “will”, “plan”, “may”, “intend”, “foresee”, “project” and other similar expressions indicate forward-looking
statements. These forward-looking statements involve uncertainties, risks and assumptions, since they include information related to our potential or assumed future
operating results, business strategy, financing plans, competitive position in the market, industry environment, potential growth opportunities and the effects of future
regulations and competition. In addition, forward-looking statements refer only to the date on which they were made and should not be taken as a guarantee of future
performance. Providência is under no obligation to update this presentation with new information and/or future events .