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    Guilherme Guttilla • BTG Pactual

    Guilherme Guttilla's questions to JBS N.V. (JBS) leadership

    Guilherme Guttilla's questions to JBS N.V. (JBS) leadership • Q2 2025

    Question

    Guilherme Guttilla of BTG Pactual sought more detail on the financial impact of the avian flu outbreak on the Seara business and asked for an outlook on the global chicken supply-demand scenario, considering ongoing supply constraints.

    Answer

    Global CEO Gilberto Tomazoni quantified the EBITDA impact on Seara at around 5% during the peak of the outbreak in June, with the current impact from remaining market closures at 1.5-2%. He maintained a positive outlook for the global chicken business, citing strong demand and persistent supply-side challenges like genetics and mortality.

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    Guilherme Guttilla's questions to BrasilAgro - Companhia Brasileira de Propriedades Agricolas (LND) leadership

    Guilherme Guttilla's questions to BrasilAgro - Companhia Brasileira de Propriedades Agricolas (LND) leadership • Q3 2025

    Question

    Guilherme Guttilla of BTG Pactual inquired about BrasilAgro's continued interest in the logistics and grain storage segment, which was mentioned at a previous Investor Day. He also asked for the company's outlook on the upcoming sugarcane harvest at a national level.

    Answer

    CEO André Guillaumon confirmed that logistics and storage remain a strategic focus due to Brazil's geographical challenges, but the current high cost of capital makes the trade-off for new investments difficult compared to previous years with lower interest rates. For the sugarcane harvest, he projected a national production of 580-590 million tons, a reduction from the initial sector expectation of 610-620 million tons. He noted this scenario benefits BrasilAgro, as 70% of its sugarcane operations are located outside the most weather-affected regions.

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