2011 IUF Global Meat Conference T op 10 Meat Companies 1. JBS 6. - - PowerPoint PPT Presentation

2011 IUF Global Meat Conference

T

• p 10 Meat Companies

Source: www.foodengineeringmag.com “Top 100 Food and Beverage Companies”

#1 JBS

• 1. JBS

2.

T yson Foods

• 3. Cargill
• 4. Brasil Foods
• 5. VION
• 6. Nippon Meat
• 7. Smithfield Foods
• 8. Marfrig Alimentos
• 9. Danish Crown

10.Hormel Foods

$0 $5 $10 $15 $20 $25 $30 $35 $40 JBS Tyson Foods Cargill Brasil Foods VION Food Group Nippon Meat Packers Smithfield Foods Marfrig Alimentos Danish Crown Hormel Foods Billions

Ten Largest Meat Companies in the World

2010 Sales (USD)

Conversion rates from close 3/30/2011

JBS – Company Facts

• JBS is the largest Beef and Lamb producer

in the world

• JBS is the 2nd largest chicken producer in

the world with a yearly slaughtering capacity of over 7.9 million birds

• JBS is the 3rd largest pork producer in the

U.S.

JBS – Other Operations

• JBS is the leading lamb producer and

exporter at 24,000 sheep daily

• JBS is the global leader in leather tanning

with a capacity of 82,300 hides daily

• JBS is Brazil’s 3rd largest dairy producer

with a daily production capacity of 5,400 tonnes.

JBS – Revenue by Geographic Region

STILL WAITING ON DATA FOR PILGRIMS PRIDE

U.S. and Australia 73% South Americas 24% Other 3%

JBS – Revenue by Segment

Beef 64% Pork 9% Poultry 22% Other 5% 2010 Revenue Breakdown Beef 87% Pork 13% Other 0.4% 2009 Revenue Breakdown

JBS – Growth

• BRL 400
• BRL 300
• BRL 200
• BRL 100

BRL 0 BRL 100 BRL 200 BRL 300 BRL 0 BRL 10 BRL 20 BRL 30 BRL 40 BRL 50 BRL 60 2006 2007 2008 2009 2010 Millions Billions

Revenue and Earnings

• 2007-2010 Acquisitions
• Berzategui (ARG)
• Colonia Caroya, (ARG)
• SB Holdings (U.S.)
• Maringa (BRA)
• Swift Foods (USA)
• Bertin SA (BRA)
• Pilgrims Pride (USA)
• T

atiara Meat (AUS)

• Rockdale Beef (AUS)

2006 Revenue: (U.S.) $3.96 billion

2010 Revenue: $55 billion

JBS – Acquisition and Diversification

JBS – Geographic Presence

• JBS has a presence in more than 100

countries, on 6 continents

• 134 Slaughterhouses/Industrial Locations
• 60 beef
• 39 chicken
• 3 pork
• 32 other (lamb, leather, dairy, oils, etc.)
• 128,000 employees

JBS – Labor Unions

• UFCW
• Australia: AMIEU
• Italy: Flai-CGIL, Fai-CISL, Uila-UIL
• Brazil: CUT & Força Sindical unions

JBS – Discussion Points

• Recent Financial Results
• Q2 2011 Ending June 30, 2011
• Net revenue of R$ 14.63 billion
• Net loss of R$ 206 million
• Down from net profit of more than

$R 14 million for Q2 2010

• Recent Developments
• Questions/Discussion

JBS – Discussion Points

• Recent Developments

Collective bargaining dispute at Rigamonti, September 2011