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    Camilla Analyst

    Senior Equity Analyst at Banco Bradesco S.A.

    Camilla Rodrigues is a Senior Equity Analyst at Banco Bradesco S.A., specializing in Latin American financials and consumer sectors with a focus on companies such as Itaú Unibanco, Banco do Brasil, Ambev, and Magazine Luiza. Known for her data-driven research and actionable investment recommendations, she has consistently achieved strong performance metrics, including a success rate above 65% and recognition for her stock picks on platforms like Bloomberg and Valor Investe. Camilla began her career at PwC as a financial auditor before transitioning to sell-side equity research at Credit Suisse, joining Bradesco BBI in 2019 where she quickly advanced to a lead analyst position. She holds a CPA certification, is registered with Brazil’s CVM and ANBIMA regulatory bodies, and was nominated for Latin America’s Top Analyst awards in 2022 for her outstanding sector insights.

    Camilla Analyst's questions to GERDAU (GGB) leadership

    Camilla Analyst's questions to GERDAU (GGB) leadership • Q1 2024

    Question

    Camilla Analyst inquired about the cost outlook for Brazil in the first half of the year, working capital expectations, and the operational impact of the severe rainfall in Rio Grande do Sul.

    Answer

    CFO Rafael Japur stated that while rising raw material costs from late 2023 will impact the P&L, these will be partially offset by ongoing fixed cost reduction efforts. Regarding the floods, he confirmed that Gerdau temporarily halted production at two local plants to ensure employee safety, but he does not expect a material impact on supply or costs. He also anticipates further release of working capital throughout the year.

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