MIRA INFORM REPORT

 

 

Report No. :

301581

Report Date :

07.01.2015

 

IDENTIFICATION DETAILS

 

Name :

KLABIN S A

 

 

Registered Office :

Avenida Brigadeiro Faria Lima,3600 3º, 4º E 5º Andares - Itaim Bibi, 04538-132 - São Paulo/SP

 

 

Country :

Brazil

 

 

Financials (as on) :

30.09.2014

 

 

Date of Incorporation :

08.11.1978

 

 

Legal Form :

Publicly Held Corporation

 

 

Line of Business :

Manufacture of Paper and Paper Products.

 

 

No. of Employee :

9000

 

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

Satisfactory

 

Status :

Good

Payment Behaviour :

Regular

Litigation :

Exist

 

NOTES :

Any query related to this report can be made on e-mail : infodept@mirainform.com while quoting report number, name and date.

 

 

ECGC Country Risk Classification List – September 30, 2014

 

Country Name

Previous Rating

(30.06.2014)

Current Rating

(30.09.2014)

Brazil

A2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

BRAZIL - ECONOMIC OVERVIEW

 

Characterized by large and well-developed agricultural, mining, manufacturing, and service sectors, and a rapidly expanding middle class, Brazil's economy outweighs that of all other South American countries, and Brazil is expanding its presence in world markets. Since 2003, Brazil has steadily improved its macroeconomic stability, building up foreign reserves, and reducing its debt profile by shifting its debt burden toward real denominated and domestically held instruments. In 2008, Brazil became a net external creditor and two ratings agencies awarded investment grade status to its debt. After strong growth in 2007 and 2008, the onset of the global financial crisis hit Brazil in 2008. Brazil experienced two quarters of recession, as global demand for Brazil's commodity-based exports dwindled and external credit dried up. However, Brazil was one of the first emerging markets to begin a recovery. In 2010, consumer and investor confidence revived and GDP growth reached 7.5%, the highest growth rate in the past 25 years. Rising inflation led the authorities to take measures to cool the economy; these actions and the deteriorating international economic situation slowed growth in 2011-13. Unemployment is at historic lows and Brazil's traditionally high level of income inequality has declined for each of the last 14 years. Brazil's historically high interest rates have made it an attractive destination for foreign investors. Large capital inflows over the past several years have contributed to the appreciation of the currency, hurting the competitiveness of Brazilian manufacturing and leading the government to intervene in foreign exchange markets and raise taxes on some foreign capital inflows. President Dilma ROUSSEFF has retained the previous administration's commitment to inflation targeting by the central bank, a floating exchange rate, and fiscal restraint.

 

Source : CIA


Company name

 

KLABIN S A

 

 

ADDRESSES

 

MAIN ADDRESS:

AVENIDA BRIGADEIRO FARIA LIMA,3600 3º, 4º E 5º ANDARES - ITAIM BIBI

ZIP CODE/CITY:

04538-132 - SÃO PAULO/SP

 

 

PHONE:

11 3046-5800

FAX:

11 3046-5800

E-MAIL:

klabin@klabin.com.br

WEB SITE:

www.klabin.com.br

 

BRANCHES:

 

 

 

ADDRESS:

AVENIDA OLINKRAFT,6602 - IGATAS

ZIP CODE/CITY:

88540-000 OTACÍLIO COSTA/SC

CNPJ:

89.637.490/0138-08

 

 

ADDRESS:

AVENIDA CRISTOVÃO COLOMBO,2307 - SANTA TEREZINHA

ZIP CODE/CITY:

13405-465 PIRACICABA/SP

CNPJ:

896.374.900-01

 

 

ADDRESS:

RODOVIA BR 116 - KM,247 - ÁREA INDUSTRIAL

ZIP CODE/CITY:

88514-400 LAGES/SC

CNPJ:

89.637.490/0136-38

 

 

ADDRESS:

AVENIDA DOM HÉLDER CÂMARA,5000 - DEL CASTILHO

ZIP CODE/CITY:

20771-004 RIO DE JANEIRO/RJ

CNPJ:

89.637.490/0148-71

 

 

ADDRESS:

FAZENDA MONTE ALEGRE, S/N°.,0

ZIP CODE/CITY:

84275-000 TELÊMACO BORBA/PR

PHONE:

42 3271-5000

CNPJ:

89.637.490/0133-95

 

 

ADDRESS:

RUA FORMOSA,367 - 7º, 18º PARTE E 26º - PARTE ANDARES - CENTRO

ZIP CODE/CITY:

01049-000 SÃO PAULO/SP

CNPJ:

89.637.490/0161-49

 

 

ADDRESS:

AVENIDA JOÃO ANTONIO MECCATTI,1575

ZIP CODE/CITY:

JUNDIAÍ/SP

PHONE:

11 4588-7000

 

THE COMPANY ALSO HAS OTHER BRANCHES LOCATED IN: RIO DE JANEIRO/RJ, CAMAÇARÍ/BA, SÃO PAULO/SP, TELÊMACO BORMA/PR, IVAÍ/PR, PARANAGUÁ/PR, OTACÍLIO COSTA/SC, JUNDIAÍ/SP, PIRACICABA/SP, SÃO LEOPOLDO/RS, BETIM/MG, GUAPIMIRIM/RJ, GOIÂNIA/GO, CURITIBA/PR, GOIANA/PE, PETOLINA/PE, RECIFE/PE, PONTE NOVA/MG, ITAQUAQUECETUBA/SP, ITAJAÍ/SC, FEIRA DE SANTANA/BA, CORREIA PINTO/SC AND LAGES/SC.

 

 

LEGAL DATA

 

MAIN ACTIVITIES:

 

MANUFACTURE OF PAPER AND PAPER PRODUCTS.

 

LEGAL FORM:

PUBLICLY HELD CORPORATION

 

 

INCORPORATION DATE:

08/11/1978

REGISTER DATE:

08/11/1978

BALANCE SHEET FILING DATE:

31/12

TAX CONTRIBUTOR NUMBER(CNPJ):

89.637.490/0001-45

STATE REGISTER:

112.377.425.117

 

 

SHARE CAPITAL:

R$ 2.271.500.086,40

LAST REGISTER OF CAPITAL:

22/08/2014

 

BOARD OF DIRECTORS:

 

 

 

FABIO SCHVARTSMAN

PRESIDENT DIRECTOR

ANTONIO SERGIO ALFANO

INVESTORS RELATIONS DIRECTOR

CRISTIANO CARDOSO TEIXEIRA

DIRECTOR

PAULO ROBERTO PETTERLE

DIRECTOR

FRANCISCO CESAR RAZZOLINI

DIRECTOR

ARTHUR CANHISARES

DIRECTOR

 

AUTHORIZED USE OF SIGNATURE

 

THE DIRECTORS ARE AUTHORIZED TO SIGN ON BEHALF OF THE COMPANY.

 

SHAREHOLDERS / PARTNERS:

 

 

 

KLABIN IRMÃOS & CIA.

53,25%

NIBLAK PARTICIPAÇÕES S/A

8,03%

MONTEIRO ARANHA S/A

3,94%

BNDES PARTICIPAÇÕES S/A-BNDESPAR

4,50%

BLACKROCK INC.

1,67%

TREASURY SHARES

1,68%

OTHERS

26,93%

 

AFFILIATES / SUBSIDIARIES:

 

 

 

KLABIN FOREST PRODUCTS

100,0%

KLABIN ARGENTINA S.A.

100,0%

KLABIN LTD

100,0%

TIMBER HOLDINGS S.A.

100,0%

IKAPE EMPREENDIMENTOS LTDA.

 

ANTAS SERVIÇOS FLORESTAIS LTDA.

 

KLABIN DO PARANA PRODUTOS FLORESTAIS LTDA.

 

IKPC - INDUSTRIAS KLABIN DE PAPEL E CELULOSE S.A.

 

ULTRAQUIMICA NOVA S/A

 

KLAMASA PARTICIPAÇÕES S.A.

 

MRZ MANUTENÇÃO INDUSTRIAL LTDA.

 

KLABIN EXPORT S/A.

 

 

 

COMPANY'S BACKGROUND

 

THE KLABIN GROUP IS ONE OF THE OLDEST BRAZILIAN ORGANIZATIONS THAT ARE ENGAGED IN THE CELLULOSE AND PAPER SECTORS. ITS FOUNDER, THE KLABIN IRMÃOS & CIA., ACTED IN THE TRADE AND IMPORT OF PAPERS SINCE 1899, WHEN IN 1906 SET UP ITS FIRST PAPER MANUFACTURING UNIT IN SÃO PAULO.

 

IN 1934, THE IKPC-INDÚSTRIAS KLABIN DE PAPEL E CELULOSE S.A. WAS SET UP AIMED AT ACQUIRING A LARGE REFORESTING AREA OF PINE IN THE STATE OF PARANÁ NAMED FAZENDA MONTE ALEGRE (MONTE ALEGRE FARM).

 

CONCERNED TO THE SOCIO-CULTURAL CHANGES IN THE BRAZILIAN SOCIETY, THE KLABIN GROUP IMPORTED THE REQUIRED MACHINERY FROM EUROPE AND FOUNDED, IN 1953, THE FACTORY OF PROMOTIONAL MATCHES AND INCREASED ITS PRODUCTION OF CORRUGATED CARDBOARD. IN THE 50'S, KLABIN IRMÃOS & CIA. WAS POINTED OUT AS ONE OF THE COUNTRIES' LARGEST INDUSTRIAL COMPLEXES. IN 1960, WITH A BIG EXPANSION PROJECT NAMED "PROJETO II", AND FOUNDED THE COMPANY PAPEL E CELULOSE CATARINENTE LTDA.

 

IN THE 70'S, THE EXPANSION OF THE KLABIN GROUP WAS FOCUSED ON THE PACKAGING, SYNTHETIC THREADS AND DISPOSABLE PAPERS SECTORS.

 

ON MARCH 10, 1982, THE KIV PARTICIPAÇÕES S/A, ESTABLISHED BY THE COMPANIES IKPC-INDÚSTRIAS KLABIN PAPEL E CELULOSE S/A, PARISA PARTICIPAÇÕES S/A (IOCHPE GROUP) AND S/A INDÚSTRIAS VOTORANTIM - ACQUIRED THE SHAREHOLDING INTEREST OF RASA - RIOCELL ADMINISTRAÇÃO S/A, LATER RIOCELL S/A, CURRENTLY KLABIN S/A.

 

IN OCTOBER 1995, IKPC-INDÚSTRIAS KLABIN DE PAPEL E CELULOSE S/A, ACQUIRED THE PARTICIPATION OF VOTORANTIM IN KIV AND, IN 2000, THROUGH EXCHANGE OF SHARES, BECAME DIRECTLY AND INDIRECTLY HOLDER OF 99% OF THE SHARES OF KLABIN RIOCELL S/A, CURRENTLY KLABIN S/A.

 

IN JULY 1997, THE KLABIN GROUP, THOUGH THE IKPC PARTICIPAÇÕES S/A AND KIMBERLY CLARK WORLDWIDE INC, THOUGH KIMBERLY CLARK ARGENTINA HOLDINGS S/A, ASSOCIATED, WITH EQUAL SHAREHOLDING (BEING 50% OF THE REPRESENTATIVE SHARE CAPITAL FOR EACH ONE), TO SET UP THE KCK TISSUE S/A, IN ARGENTINA, AIMING AT OPERATING IN THE TOILET PAPER SECTOR OF THE ARGENTINEAN MARKET.

 

IN MAY 1998, THOUGH THE IKPC-PAR, THE KLABIN GROUP AND KIMBERLY CLARK CORPORATION COMBINED TO FORM KLABIN TISSUE S.A., WITH EQUAL PARTICIPATION, TO BE ENGAGED IN THE TOILET PAPER SECTOR OF THE BRAZILIAN MARKET.

 

FROM JANUARY 01, 1999, KLABIN TISSUE HAD ITS CORPORATE NAME CHANGED TO KLABIN KIMBERLY S.A. PRESENTLY, KLABIN KIMBERLY HAS FOUR PLANTS BEING TWO LOCALIZED IN THE STATE OF SÃO PAULO, ONE IN SANTA CATARINA AND ONE IN BAHIA. ITS PARTICIPATION IN THE SANITARY PAPER MARKET, ACCORDING TO THE NIELSEN (OPINION RESEARCH INSTITUTE), IS OF 27%. IN JULY 1999, KLABIN KIMBERLY S/A, ACQUIRED THE COMPANY LALEKLA, WITH THE OBJECTIVE OF ACTING IN THE AWAY-FROM-HOME INSTITUTIONAL TOILET PAPER MARKET (AWAY-FROM-HOME LINE).

 

IN JANUARY 1999, KLABIN FABRICADORA DE PAPEL E CELULOSE S.A., CURRENTLY NAMED INDÚSTRIAS KLABIN S.A., TOOK OVER THE CONTROLLED CELUCAT S.A.

 

IN NOVEMBER 1999, KLABIN KIMBERLY ACQUIRED THE COMPANY BACRAFT S/A INDÚSTRIA DE PAPEL, A SUZANO GROUP COMPANY, INCREASING ITS PARTICIPATION IN THE TOILET PAPER AND HYGIENE PRODUCTS (TISSUE PAPERS) SEGMENTS.

 

ON MARCH 30, 2000, INDÚSTRIAS KLABIN AND THE NORWEGIAN NORSKE SKOG INDUSTRIER, SECOND WORLD'S LARGEST MANUFACTURER OF PRESS PAPER, THROUGH ITS BRAZILIAN SUBSIDIARY NORSKE SKOG DO BRASIL LTDA., COMBINED TO FORM THE COMPANY - WITH EQUAL PARTICIPATION (50-50%) - NORSKE SKOG KLABIN COMÉRCIO E INDÚSTRIA LTDA., ENGAGED IN THE PRODUCTION AND COMMERCIALIZATION OF PRESS PAPER.

 

IN OCTOBER 03, 2000, IKPC FINISHED THE ACQUISITION OF THE TOTAL REPRESENTATIVE SHARES OF IGARAS PAPÉIS E EMBALAGENS S.A., THROUG THE COMPANY TIQUIE S.A., A SUBSIDIARY OF INDÚSTRIAS KLABIN S.A., HEADQUARTERED IN URUGUAY.

 

ON DECEMBER 28, 2001 KLABIN S/A (FORMERLY KLABIN RIOCELL S.A.), TOOK OVER THE ASSETS AND LIABILITIES OF THE COMPANIES IKPC-INDÚSTRIAS KLABIN DE PAPEL E CELULOSE S.A., KIV PARTICIPAÇÕES S.A., INDÚSTRIAS KLABIN S.A.,CNPJ 59.368.100/0001-18, KLABIN EXPORT S.A., IGARAS PAPÉIS E EMBALAGENS S.A., KLABIN DO PARANÁ MINERAÇÃO LTDA. AND KLABIN MADEIRAS LTDA., CONSOLIDATING ALL ITS ACTIVITIES INTO A SINGLE PRIVATELY HELD CORPORATION NOW OPERATING AS KLABIN S/A. AFTER THE TAKEOVER SUCH COMPANIES CEASED EXISTING.

 

THE ACTIVITIES OF KLABIN GROUP, INVOLVES FROM THE REFORESTATION UP TO MANUFACTURING OF SHORT- AND LONG-FIBERS CELLULOSE, PRINTING AND PACKAGING PAPERS, AND THE CONVERSION OF PAPERS INTO DISPOSABLE HYGIENIC PRODUCTS, CORRUGATED CARDBOARD BOXES, MULTILAYERED BAGS, ENVELOPES AND PACKAGING CARDS. THE KLABIN GROUP, COUNTS WITH A TOTAL LAND AREA OF 427.000 HECTARES, BEING 255.000 HECTARES OF PLANTED PINE AND EUCALYPTUS FORESTS, WHICH ARE PRESERVED 135.000 HECTARES OF WILD FORESTS.

 

ON DECEMBER 27, 2013 SUBJECT TOOK OVER THE WHOLLY-OWNED SUBSIDIARIES CENTAURUS HOLDINGS S.A. AND KLABIN CELULOSE S.A.

 

AT THE INFORMED ADDRESS “FAZ APUCARANA GRANDE SN KM 2 84350-000 ORTIGUEIRA” SHALL BE ESTABLISHED ITS NEW FACTORY.

 

FURTHER DETAILS ABOUT THE SUBJECT'S HISTORY ARE SO FAR NOT KNOWN.

 

PUBLIC INFORMATION:

 

PROTESTS:

 

18  PROTESTS,TOTAL AMOUNT R$ 189.707,35

    DATE OF FIRST PROTEST: 06/2013  R$ 18.097,66

    DATE OF HIGHEST PROTEST: 05/2014  R$ 42.950,50

 

DETAILS OF LATEST PROTESTS:

 

NOTARY OFFICE:

DATE:

VALUE:

4º CARTÓRIO DE RJ-RIO DE JANEIRO

08/12/2014

R$ 110,00

2º CARTÓRIO DE PE-GOIANA

17/11/2014

R$ 38.058,79

5º CARTÓRIO DE SP-SÃO PAULO

19/11/2014

R$ 2.813,33

1º CARTÓRIO DE SP-ANGATUBA

27/11/2014

R$ 1.080,28

CARTÓRIO DE PR-TELEMACO BORBA

18/12/2014

R$ 2.047,60

 

LAWSUITS:

 

 

 

DATE:

COURT OF LAW:

 

1

STATE LAWSUIT

28/04/10

1º VARA PR-CURITIBA

5

MUNICIPAL LAWSUITS

15/10/14

VARA DE SC-LAGES

3

FEDERAL LAWSUITS

03/11/14

12ª VARA DE SP-SÃO PAULO FEDERAL

1

EXECUTIVE LAWSUIT

03/03/10

1ª VARA DE SC-ITUPORANGA

1

MONITORY SUIT

09/10/13

9ª VARA DE SP-SP-CENTRAL

 

 

FINANCIAL INFORMATION

 

GENERAL BALANCE SHEETS AS OF 30/09/2014, 31/12/2013 AND 31/12/2012.

( FIGURES ARE IN THOUSANDS OF REAIS ).

 

ASSETS

 

 

 

CURRENT:

30/09/2014

31/12/2013

31/12/2012

 

 

 

 

CASH AND CASH EQUIVALENTS

4.146.063

2.401.822

2.157.148

CLIENTS

968.004

981.039

755.817

DOUBTFUL DEBTORS

-47.852

-47.153

 

INTERCOMPANY CREDITS

461.524

378.934

402.798

INVENTORY

470.250

457.636

438.091

RECOVERABLE TAXES

248.606

113.687

130.441

PRE PAID EXPENSES

18.177

22.490

22.332

INVESTMENTS

484.218

249.511

240.077

OTHER CREDITS

48.007

56.972

60.465

 

----------------

----------------

----------------

TOTAL CURRENT ASSETS

6.796.997

4.614.938

4.207.169

 

LONG-TERM RECEIVABLES:

 

 

 

 

 

 

 

INTERCOMPANY CREDITS

2.472

1.526

1.687

JUDICIAL DEPOSITS

86.600

89.537

85.691

RECOVERABLE TAXES

354.036

123.684

128.402

 BIOLOGICAL ASSETS

3.170.286

2.819.598

2.944.187

OTHER CREDITS

202.624

167.001

151.864

 

----------------

----------------

----------------

TOTAL LONG-TERM RECEIVABLES

3.816.018

3.201.346

3.311.831

 

FIXED ASSETS:

 

 

 

 

 

 

 

INVESTMENTS

1.266.884

1.145.636

1.278.797

FIXED ASSETS

7.209.673

5.670.990

5.003.707

INTANGIBLE

11.509

9.133

8.486

 

----------------

----------------

----------------

TOTAL FIXED ASSETS

8.488.066

6.825.759

6.290.990

 

================

================

================

TOTAL ASSETS

19.101.081

14.642.043

13.809.990

 

LIABILITIES:

 

 

 

CURRENT:

30/09/2014

31/12/2013

31/12/2012

 

 

 

 

LOANS AND FINANCING

1.502.143

1.126.153

1.120.770

SUPPLIERS

329.704

342.126

313.559

TAX LIABILITIES

51.031

37.899

107.472

INTERCOMPANY DEBTS

8.406

52.912

9.665

SOCIAL / LABOR OBLIGATIONS

141.690

125.415

123.934

FISCAL RECOVERY PROGRAM - REFIS

50.400

50.400

39.383

OTHER DEBTS

74.563

48.082

39.699

PROVISIONS

 

16.860

 

 

----------------

----------------

----------------

TOTAL CURRENT LIABILITIES

2.157.937

1.799.847

1.754.482

 

LONG TERM LIABILITIES:

 

 

 

 

 

 

 

LOANS AND FINANCING

6.568.050

5.842.135

4.914.334

DEFERRED TAXES

1.521.509

1.045.201

1.190.673

PROVISION FOR CONTINGENCIES

86.341

95.904

83.189

OTHER

70.519

72.797

56.598

FISCAL RECOVERY PROGRAM - REFIS

387.045

393.492

389.793

DEBENTURES

1.018.755

 

 

 

----------------

----------------

----------------

TOTAL LONG TERM LIABILITIES

9.652.219

7.449.529

6.634.587

 

NET EQUITY:

 

 

 

 

 

 

 

SHARE CAPITAL

2.271.500

2.271.500

2.271.500

CAPITAL RESERVES

1.295.919

4.419

1.423

REVALUATION RESERVES

48.789

49.269

49.980

PROFIT RESERVES

1.912.261

2.159.949

2.016.639

ACCRUED PROFIT (LOSS)

706.189

 

 

OTHER COMPREHENSIVE INCOME

1.056.267

1.065.437

1.081.379

TREASURY SHARES

 

-157.907

 

 

----------------

----------------

----------------

TOTAL NET EQUITY

7.290.925

5.392.667

5.420.921

 

================

================

================

TOTAL LIABILITIES

19.101.081

14.642.043

13.809.990

 

PROFIT AND LOSS ACCOUNTS AS OF 30/09/2014, 31/12/2013 AND 31/12/2012.

( FIGURES ARE IN THOUSANDS OF REAIS ).

 

 

30/09/2014

31/12/2013

31/12/2012

 

 

 

 

NET SALES

3.581.362

4.489.717

4.038.936

(-) COST OF SOLD GOODS

1.897.126

2.865.373

2.441.177

 

----------------

----------------

----------------

GROSS PROFIT

1.684.236

1.624.344

1.597.759

OPERATING REVENUE (EXPENSE)

-281.748

-504.056

-149.350

FINANCIAL REVENUE(EXPENSE)

-190.325

-751.637

-523.316

 

----------------

----------------

----------------

OPERATIONAL PROFIT (LOSS)

1.212.163

368.651

925.093

CONTRIBUTION/INCOME TAX

-354.462

-78.554

-173.128

 

----------------

----------------

----------------

NET PROFIT (LOSS)

857.701

290.097

751.965

 

RATIOS:

30/09/2014

31/12/2013

31/12/2012

 

QUICK RATIO

2,93

 

2,31

 

2,15

 

CURRENT RATIO

3,15

 

2,56

 

2,40

 

ACCOUNTS RECEIVABLE TURNOVER

3,70

TIMES

4,58

TIMES

5,34

TIMES

DAYS' SALES IN RECEIVABLES

72,98

DAYS

78,66

DAYS

67,37

DAYS

INVENTORY TURNOVER

4,03

TIMES

6,26

TIMES

5,57

TIMES

ACCOUNTS PAYABLE PERIOD

46,92

DAYS

42,98

DAYS

46,24

DAYS

RETURN ON ASSETS

,19

TIMES

,31

TIMES

,29

TIMES

SALES TURNOVER ON NET EQUITY

,49

TIMES

,83

TIMES

,75

TIMES

NET WORTH TIE-UP

,99

 

1,05

 

,92

 

INDEBTEDNESS

1,62

 

1,72

 

1,55

 

EQUITY RATIO

38,17

%

36,83

%

39,25

%

WORKING CAPITAL RATIO

214,98

%

156,41

%

139,80

%

GENERAL SOLVENCY

1,62

 

1,58

 

1,65

 

RETURN ON NET EQUITY

11,76

%

5,38

%

13,87

%

RETURN ON SALES (PROFIT MARGIN)

23,95

%

6,46

%

18,62

%

GROSS PROFIT MARGIN

47,03

%

36,18

%

39,56

%

OPERATIONAL RESULT

33,85

%

8,21

%

22,90

%

SALES TURNOVER ON LIABILITIES

1,66

TIMES

2,49

TIMES

2,30

TIMES

FOREIGN CURRENCY ON ASSETS

 

 

 

 

 

 

FOREIGN CURRENCY ON LIABILITIES

 

 

 

 

 

 

 

EXCHANGE RATE:

 

 

US$ 1,00 = R$ 2,71

 - OFFICIAL RATE ON 05/01/2015

US$ 1,00 = R$ 2,45

 - OFFICIAL RATE ON 30/09/2014

US$ 1,00 = R$ 2,34

 - OFFICIAL RATE ON 31/12/2013

US$ 1,00 = R$ 2,04

 - OFFICIAL RATE ON 31/12/2012

 

COMMENTS ON THE FINANCIAL INFORMATION:

 

FOLLOWS ATTACHED WORKSHEET WITH MAIN FINANCIAL RATIOS.

 

THE ANNUAL FIGURES FOR 2013 SHOW A FAIR FINANCIAL SITUATION. THE INDEBTEDNESS WAS HIGH DUE TO FINANCIAL EXPENSES. ON THE OTHER HAND THE COMPANY HAD HIGH LIQUIDITY RATIOS AND EXCELLENT WORKING CAPITAL, CONSIDERED SUFFICIENT TO COVER THE SHORT TERM DEBTS. IN ADDITION, IT SHOWED GROWING SALES AND POSTED PROFIT.

 

THE FIGURES FOR SEPTEMBER 2014 SHOW THAT THE INDEBTEDNESS KEEPS HIGH BUT THE LIQUIDITY RATIOS WERE IMPROVED. IN ADDITION, IT IS NOTED GROWING SALES TREND AND THE OPERATIONS ARE PROFITABLE.

 

REAL ESTATE:

 

   OWNED PREMISES ARE VALUED AT R$ 2.223.705.000,00

 

VEHICLES:

 

   NOT AVAILABLE

 

MACHINES:

 

   OWNED MACHINES AND EQUIPMENTS ARE VALUED AT R$ 2.572.218.000,00

 

INSURANCE

 

AS AT JUNE 30, 2014, THE COMPANY HAS INSURANCE AGAINST FIRE, LIGHTNING, EXPLOSION, ELECTRICAL DAMAGE AND WINDSTORM FOR ITS INDUSTRIAL AND ADMINISTRATIVE FACILITIES AND INVENTORIES. THE COMPANY ALSO HAS GENERAL CIVIL LIABILITY AND DIRECTORS AND OFFICERS, AUTO, AND MULTI-RISK INSURANCE FOR ITS CHATTELS, AMOUNTING TO R$ R$ 2.897.797.000,00.

 

BANKING REFERENCES

 

 

BRANCH/PHONE:

CITY:

HSBC BANK BRASIL S/A

11 3847-5387

SÃO PAULO/SP

BANCO ITAÚ BBA S/A

11 3708-8554

SÃO PAULO/SP

BANCO DO BRASIL S/A

11 3491-3941

SÃO PAULO/SP

BANCO ITAUBANK S/A

11 3398-5761

SÃO PAULO/SP

BANCO BRADESCO S/A

11 2178-4665

SÃO PAULO/SP

 

REMARKS: IN BRAZIL THE BANKS ARE PROHIBITED BY LAW TO PROVIDE INFORMATION OR ANY KIND OF COMMENTS ABOUT THEIR CLIENTS. DUE TO THIS LAW PROHIBITION WE ARE UNABLE TO PROVIDE ANY BANKING DETAILS.

 

ACCORDING TO THE CENTRAL BANK OF BRAZIL OFFICIAL REPORT, THE COMPANY HAS NO RETURNED CHECKS UP TO DATE. (IN THE TERMS OF "CIRCULAR 1682 BRAZILIAN CENTRAL BANK"). DATE RESEARCHED JANUARY 05, 2015.

 

ACTIVITIES COMMENTS

 

SUBJECT IS ENGAGED IN THE MANUFACTURE OF PAPER AND PAPER PRODUCTS.

 

MARKET PULP:

-BLEACHED EUCALYPTUS PULP

-UNBLEACHED EUCALYPTUS PULP

-DISSOLVING PULP (VISCOSE, LYOCELL, FILAMENT ACETATE, ESTER ETHER)

-FLUFF PULP (HYGIENIC PRODUCTS)

 

PAPERS:

-NEWSPRINT

-DIRECTORY

-PACKAGING PAPERS FOR CORRUGATED BOXES (KRAFTLINER, MIDIUM, TESTLINER)

-KLABIN BOARDS (KLABIN LIQUID BOARD, KLABIN RIGID BOARD, KLABIN X RIGID BOARD, KLABIN CARRIER BOARD, KLABIN FREEZE BOARD)

-KRAFT PAPERS FOR SACKS AND ENVELOPE

-SANITARY PAPERS

-PRINTING / WRITING

 

PAPER PRODUCTS:

-TISSUE PAPER PRODUCTS (TOILET PAPER, NAPKINS, FACIAL TISSUE AND PAPER TOWELS)

-CORRUGATED BOXES

-MULTIWALL PAPER SACKS

-ENVELOPES

 

TIMBER AND SEEDS:

- LOGS / TIMBER OF EUCALYPTUS GRANDIS AND SALIGNA

- SEEDS OF EUCALYPTUS GRANDIS, SALIGNA, DUNNI AND TERETICORNIS

 

IMPORT AND EXPORT:

 

   IMPORTS FROM:

EUROPE AND USA.

 

   EXPORTS TO:

ARGENTINA, AUSTRIA, CHILE, ENGLAND AND USA.

 

MAIN CLIENTS:

 

 

 

 

 

DOMESTIC CLIENTS:

 

 

CARTOCOR

 

 

CIA DE CIGARROS SOUZA CRUZ

 

 

GIUSTI

 

 

INDÚSTRIAS GESSY LEVER LTDA

 

 

INT.PAPER

 

 

JOHNSON & JOHNSON INDÚSTRIA E COMÉRCIO LTDA

 

 

PARANAENSE

 

 

PERDIGÃO AGRO-INDUSTRIAL S/A

 

 

REFINAÇÃO DE MILHO BRASIL LDA

 

 

SADIA CONCÓRIA S/A INDÚSRIA E COMÉRCIO

 

 

SPAL IND BRASILEIRA DE BEBIDAS S/A

 

 

TETRA PAK LTDA

 

 

VOLKSWAGEN DO BRASIL LTDA

 

 

 

STAFF:

 

THE COMPANY HAS: 9000 EMPLOYEE(S)

 

CONCEPT AND FULFILMENT:

 

THE SUBJECT IS LARGE-SIZED AND WELL-ESTABLISHED COMPANY, OPERATING SINCE 1978. IT IS ONE OF THE MOST IMPORTANT COMPANIES IN ITS LINE OF BUSINESS AND SO OPERATES WITH A CLEAR TRADE HISTORY, GOOD PAYMENT BEHAVIOR AND AN EXCELLENT REPUTATION.

 

THE COMPANY HAS TRADE RELATIONS WITH SEVERAL SUPPLIERS IN BRAZIL. THE SUPPLIERS EXTEND CREDIT FACILITIES TO THE SUBJECT IN TERMS AND AMOUNTS ACCORDING TO THE COMPANY'S NEEDS AND SO FAR NO PAYMENT PROBLEMS ARE NOTED.

 

THE LAWSUITS REPORTED ARE NOT RELATED WITH TRADE DEBTS. THEY ARE RELATED TO TAX DEBTS THAT FOR ANY REASON THE COMPANY HAS NOT YET PAID. NEVERTHELESS WE POINT OUT THAT THE SAID LAWSUITS DO NOT AFFECT THE COMPANY'S TRADE REPUTATION.

 

OUR INVESTIGATION THROUGH THE PUBLIC SHOWED SOME DETRIMENTAL FILES REGISTERED AGAINST THE SUBJECT BUT DUE TO THE SUBJECT'S HIGH FINANCIAL STRENGTH AND HIGH SCALE OF OPERATIONS THE DETRIMENTAL FILES DO NOT AFFECT ITS TRADE REPUTATION.

 

MAIN SUPPLIERS:

 

 

 

 

 

DOMESTIC SUPPLIERS:

 

PHONE:

ASEA BROWN BOVERI LTDA

 

11 7088-8194

BELOIT INDUSTRIAL LTDA

 

19  740-7491

CIA DE PESQUISA E LAVRAS MINEIRAS

 

51  652-1211

DOW QUÍMICA S/A

 

11 5188-9828

FERRAMNETAS GERAIS S/A

 

51  342-0700

IRUSA ROLAMENTOS LTDA

 

51  222-9500

KVAERNER PULPING LTDA

 

41  348-1155

PERÓXIDOS DO BRASIL LTDA.

 

 

PETROBRÁS DISTRIBUIDORA S/A

 

11 3116-5190

PETROBRAS PETROLEO BRASILEIRO S/A

 

51  228-9922

SHELL BRASIL S/A

 

19  874-7496

SULFATO RIOGRANDENSE LTDA

 

51  480-3555

VOITH S/A MÁQUINAS E EQUIPAMENTOS

 

11  840-4747

 

PAYMENT HISTORY:

 

59 SUPPLIERS REPORTED PAYMENTS:

   TOTAL AMOUNT:  R$ 12.823.675,00

 

AMOUNT OF INVOICES PAID: 1402

TOTAL OF PROMPT PAYMENTS: 96,5%

TOTAL OF DELAYED PAYMENTS: 3,5%

 

HIGHEST INVOICE: R$ 332.665,00

HIGHEST CREDIT: R$ 332.665,00

 

OUTSTANDING INVOICES DUE WITHIN THE NEXT 30 DAYS:

 

---------------------------

SUPPLIERS:

INVOICES:

TOTAL AMOUNT:

DUE WITHIN 30 DAYS

4

6

R$ 19.976,76

 

FINAL OPINION

 

THE SUBJECT IS A LARGE-SIZED AND WELL-ESTABLISHED COMPANY IN BUSINESS FOR SEVERAL YEARS. UP TO DATE IT HAS A FAIR FINANCIAL STANDING, A CLEAR TRADE HISTORY AND GOOD PAYMENT BEHAVIOR.

 

BASED ON THE GENERAL INFORMATION AVAILABLE IT IS BELIEVED THAT GOOD TRADE RELATIONS MAY BE ESTABLISHED. CREDIT FACILITIES MAY BE EXTENDED WITHIN TERMS AND AMOUNTS ADEQUATE TO THE COMPANY'S FINANCIAL STRENGTH.

 

 


 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.63.39

UK Pound

1

Rs.96.72

Euro

1

Rs.75.80

 

 

INFORMATION DETAILS

 

Analysis Done by :

KAR

 

 

Report Prepared by :

TPT

 


 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

                                       New Business

 

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                  Payment record (10%)

Credit history (10%)                   Market trend (10%)                                Operational size (10%)

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.