MeghanaReddy JessieYoh JamesYoon. sow ideas. cultivate relationships. reap results.
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1 MeghanaReddy JessieYoh JamesYoon sow ideas. cultivate relationships. reap results. stern iag
2 agenda Thesis Company Overview History Businesses Industry/Market Pulp Competitive Advantages Competition Risks Outlook Valuation
3 thesis Fibria is rapidly gaining market share and is expected to knock out competitors in North America and Europe Expected tight supply of pulp with increasing demand for paper products Fibria is vertically integrated, allowing for high cost efficiencies
4 company timeline 1988 Votorantim acquires Celpav 1992 Grupo Vorantim acquires Papel Simao S.A VCP is formed as single holding company 2008 Latest company to appear in Brazilian DJSI April 1972 Foundation of Aracruz Jan 1985 Start up of May 1992 Launch of ADR Level 3 shares on NYSE Oct 2000 Acquires 45% stake in Veracel pulp mill project Nov 2001 VCP takes 28% stake in
5 company overview Result of the merger between Arazcruz Celulose and Votorantim Celulose e Papel Fibria produces bleached eucalyptus pulp with activities based on forestry area of 1.3 million hectares in Brazil 7 plants with production capacity of 6 million tons of pulp/year Produces around 415,000 tons of thermal, carbonless, printing, and writing paper
6 merger New entity rebranded as Fibria and will be traded under the ticker FBR Fibria to be one of the heavy weight stocks on the Bovespa Synergy Curve Announced synergies of R$4.5 billion
7 where they are
8 vertical integration Portocel Port Only port in Brazil that is specialized in shipping pulp Jointly owned by Fibria (51%) and Cenibra (49%) Ships more than one million tonnes of pulp Located barely 1.5km from mill Production plants Land
9 consolidated global presence BEKP: Bleached Eucalyptus Kraft Pulp BHKP: Bleached Hard Kraft Pulp Fibria exports 90% of its pulp BEKP is a type of BHKP
10 pulp non-fiction Pulp = 90% wood + 10% straw bamboo, flax, cotton, etc Major component in manufacture of paper and paperboard Smaller component in rayon, photographic films, cellphane, and explosives Pulp is a globally traded commodity Eucalyptus pulp is suitable for tissue products due to its softness
11 pulp making process Hardwood pulp is better suited for manufacturing printing and writing papers, tissue, and specialty papers Eucalyptus is used to produce high quality papers
12 production efficiencies
13 pulp market Western Europe is largest pulp market in world Asian Market will eclipse Europe in total size within next 5 years Shortage of suitable local wood resources Rapid growth of paper and paperboard demand Demand by region Demand by type
14 supply & demand By end of September, demand for Eucalyptus pulp increased by 17% (1.6 mm tons) Availability of market pulp in distribution chain continues to be limited Inventories at extremely low levels World Manufacturers Average Inventories in days
15 Pulp price index effects of supply & demand
16 competitive advantage Eucalyptus Plants Coverage by Area Geographical advantage Using natural and scientific resources to improve resource sustainability Genetic Improvements
17 competitive advantage Wood - High productivity Efficiency advantage 64% Brazilian cultivated forest is Eucalyptus South America is expected to produce 55% of the world Eucalyptus demand by 2010 R&D
18 competitive advantage Cost advantage
19 competition
20 competition Production capacity of the world s leading pulp producers in 2009 ( 000 tons)
21 future growth Investments (R$ million) Investments in 2008 (%) Forests Maintenance, IT, Others 50% of Conpacel Expansion projects Modernization
22 pipeline Fibria has repositioned its portfolio in recent years. Its goal by 2020 is to be a company in which 95% of sales come from pulp and 5% from paper with an emphasis on specialty paper.
23 risks Company Risks High leverage through 2011 Industry Specific Risks Volatile raw material prices Rising energy costs Bargaining power of suppliers Threat of digital communications
24 risk mitigation Liability Management Plans Sale of Guaíba Mill $1b bond issuance Export pre-payment facilities Approximately $3.5b to be raised under this plan will be used to pre-pay $2.1b of derivative debt and to refinance part of the debt, most of which matures in 2010 and 2011.
25 outlook We believe Fibria has the economies of scale to drive out competition and expand its market share over the long term Shift towards a focus on pulp Positive pulp price scenario Synergies to increase pulp production
26 questions and answers
27 valuation Fibria IP Suzano Industry Avg. Market Cap ($ million) 9.94b 10.81b 1.94b Price/share Beta Interest Expense Coverage EV/EBITDA P/E Price/Sales Debt/Equity Free cash flow b Current Ratio
28
29 appendix
30 capex
31 debt profile
32 alternative uses for waste
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