Raizen SA · BMFBOVESPA:RAIZ4
Raizen SA — Merger or Acquisition (April 2018)
7 slides from Raizen SA's merger presentation, April 2018
Slide 1: Acquisition of Shell Argentina downstream assets
Acquisition of Shell Argentina downstream assets April 2018 Título da apresentação | DD.MM.AAAA
Slide 2: Disclaimer
DISCLAIMER This presentation contains estimates and forward-looking statements regarding our strategy and opportunities for future growth. Such information is mainly based on our current expectations and estimates or projections of future events and trends, which affect or may affect our business an
Slide 3: Acquisition Rationale
Acquisition Rationale Downstream Assets Transaction Highlights Timeline Acquisition price of USD 950 mln - assuming no Refining, marketing, and distribution of oil indebtedness and subject to adjustments of Signing in April 2018 products throughout Argentina working capital variations. Expected clos
Slide 4: Argentina | Business Environment
Argentina|Business Environment Sizeable market to grow fuel consumption leveraging on GDP recovery Macro Downstream Oil One of the largest and most attractive Well-developed oil & gas industry with healthy economies in LatAm competitive environment Positive reform agenda Net importer of Dies
Slide 5: Argentina | Business Environment
Argentina|Business Environment Downstream integration supporting healthy competitive environment. International pricing parity. Production and Crude Processing Retail Market Share(1) Service Station Network(3) Consumption(2) Capacity(3) (2) Others 3% 2% 1000 700 Others 5% 4% 50% Gasoline [] 1.410 5%
Slide 6: Shell Argentina | Operations
Shell Argentina |Operations Integrated business model with a total volumes sales of 6 bi liters / year Refining Retail Other Businesses Lubricants LPG Located at Buenos Aires metro area 645 Shell-branded service stations covering 20 provinces Bitumen & 2nd largest refinery in Argentina Aviatio
Slide 7: Synergies potential
Synergies potential Potential Synergy / Overview Upsides Logistics Increase scale of imports (Brazil + Argentina); replicate Raízen’s efficiency in road transport Optimizations Increase Marketing Higher revenue of non fuels – convenience store, fleet management and methods of payment Revenues Growth