Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

JBS posts profit as chicken and pigs make up for beef slump

Published 08/13/2024, 05:46 PM
Updated 08/13/2024, 07:00 PM
© Reuters.
JBSAY
-

By Roberto Samora

SAO PAULO (Reuters) -Brazil's JBS SA (OTC:JBSAY), the world's largest meatpacker, said on Tuesday that divisions that process chicken and pigs lifted its results, including poultry unit Pilgrim's Pride (NASDAQ:PPC), JBS USA Pork in the U.S., and Seara in Brazil.

Performance there compensated for the slump in the Beef USA division, which accounts for about a third of JBS' revenue, the company's second-quarter results showed.

JBS reported a net profit of 1.72 billion reais ($315.2 million) for the quarter.

While the company missed forecasts by LSEG analysts, who had predicted a net profit of 2.02 billion reais, it returned to a profit after a net loss the same quarter a year earlier.

Adjusted earnings before interest, tax, depreciation and amortization (EBITDA), a measure of operating income, were 9.88 billion reais for the quarter from April to June.

Gilberto Tomazoni, global chief executive officer of JBS, said in an interview that the results were boosted by favorable supply and demand dynamics, as well as lower prices of grains for animal feed and operational improvements.

Tomazoni added that the company's processed food, poultry and pork unit in Brazil, Seara, had overcome past operational challenges, and while improvements had been incorporated, more adjustments would be made.

"It still has potential," he said. "Now, with the incorporation of commercial issues, pricing, mix management, distribution management, we can do even better."

Tomazoni said the dual share listing plan was still an important strategy for the company to unlock value in the U.S., one of its biggest markets. It is pending authorization from the U.S. Securities and Exchange Commission (SEC).

"When we have SEC approval for the registration, we'll call the shareholder meeting and put it to a vote," he said, adding that executives were still in talks with SEC officials.

While exports to China were down, he said those to other destinations, such as the United States, Chile and the Middle East, were holding up.

"Brazil's animal processing volumes grew significantly, and domestic consumption was greater than exports," Tomazoni said.

JBS increased free cash generation to 5.5 billion reais in the second quarter, which gave room to deleverage debt.

Guilherme Cavalcanti, chief financial officer, said reduced debt meant the company could maintain its growth plans.

© Reuters. FILE PHOTO: Employees work at the assembly line of jerked beef at a plant of JBS S.A, the world's largest beef producer, in Santana de Parnaiba, Brazil December 19, 2017. REUTERS/Paulo Whitaker/File Photo

Total revenue, for the first time, exceeded 100 billion reais in a quarter.

($1 = 5.4568 reais)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.