The inspiring muse of blog riding peacefully in NY.
What a desire to reach IF soon and emigrate to a first world country …
BR Foods was born from the union of Sadia with Perdigão, today its brands are these more to Quality. The company’s fort is poultry, another strong point is that of processed foods (lasagne, pizza, frozen ready meal), pork and beef is a very small stake. For you to see, the chicken eats corn, to think a chicken is a corn with wings, so if the price of corn rises, the price of chicken goes up. If the price of corn goes up a lot (corn is a global commodity, the cost of BR foods products will rise and maybe the profit will fall if it does not pass this to the consumer, so even though it is a non-cyclical consumer company it can be Influenced by the price of corn.It is now a global food company.see the size of BR Foods presence in the Middle East:
BR Foods is a New Market, tag along 100% ON, free float 60%, has 20,593 individual members and one of its largest shareholders is the Petros fund with almost 12%, PREVI of the bank of Brazil has 10% and Tarpon has 10% of the shares. It is a growth company that pays very little dividends. As she is a growth company money gets her and not with you, this can be seen from the chart:
2015 was an excellent year for BR Foods, as she is an exporter made a lot of money with the high dollar. I do not know if it makes any difference here but Abílio Diniz after he delivered the Sugar Loaf now works on the board of BR Foods. I do not know if this is bad or good, there are people who do not like him, there are people who say that he is bad in the minority, I think a guy who fought with the whole family because of Sugar Loaf should not be I know great things, you can check the whole story and the fights in the book “Abilio”. When I entered this action the price was R $ 55.00 and with multiple wells stretched, quote fell quite thanks to a disaster in 1Q16 where the profit was ridiculous, but I will speak this in the annual of next year, we will focus on 2015.
This is a good picture to see since 2011 the company in general:
What I especially like to see is EBITDA, net income, earnings per share, LPA, ROE, margin (the margin is increasing more and more) and net debt or simply debt. So far the data pleases me.
Over 2015 in relation to 2014 we have:
In 2015, BRF recorded net income of R $ 2.928 billion, representing growth of 37% compared to 2014. Net margin in 2015 was 9.1%, 1.7 pp above the previous year.
EBITDA: The Company’s consolidated revenues reached R $ 5.525 billion in 2015, an increase of 17% compared to 2014, with an EBITDA margin of 17.2% (+1.0 percentage points year-on-year), positively impacted by a generation Operating result, mainly in international markets.
Debts: The company has considerable debt due to many investments and expansion of industrial parks and its global presence. I hope these investments will work out and bring more value into the future for shareholders. More than 2.4 billion were invested in 2015, an increase of 18% over 2014.
INTEREST AND DIVIDENDS mistake OWN CAPITAL: In 2015, BRF distributed a total of R $ 900 million in interest on capital and R $ 91 million in dividends, totaling R $ 991 million distribution.
VALUE ADDED DISTRIBUTION: Value added, which reflects the wealth added by business activity, totaled R $ 16.2 billion in 2015, 17.87% higher than in 2014.
In short, 2015 was an excellent year for the company and its partners. BR Foods has everything to become a global chicken, Nestle. And earn even more with the growth of emerging markets like Asia and the Middle East.