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    Marcio Faridji

    Vice President and equity research analyst at Goldman Sachs

    Marcio Farid is a Vice President and equity research analyst at Goldman Sachs, focusing on stock analysis within major market sectors. He covers a variety of publicly traded companies, maintaining a 50% success rate with an average return of 7.14% across his stock calls, as tracked by independent analyst platforms. Farid holds several years of experience in financial markets research, having joined Goldman Sachs after previous positions in related financial institutions. He maintains professional credentials relevant to securities analysis, though specific licensing information is not publicly disclosed.

    Marcio Faridji's questions to NATIONAL STEEL (SID) leadership

    Marcio Faridji's questions to NATIONAL STEEL (SID) leadership • Q2 2025

    Question

    Marcio Faridji of Goldman Sachs questioned the market dynamics for long steel and the status of conversations with the government on trade protection. He also pressed for clarity on whether the Usiminas stake sale indicates a more aggressive asset disposal strategy.

    Answer

    Head of Steel Martinez explained that CSN reduced long steel sales by 12% in Q2 due to unreasonably low market prices but plans an 8-10% price increase. Chairman Benjamin Steinbruck stated that a "presidential action" is needed to protect the industry, as talks with ministries have not yielded results. On asset sales, Steinbruck confirmed deleveraging is a top priority but will be pursued in an "intelligent and rational way" at the right time with the right partners.

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