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    Ricardo Boiati • Banco Safra

    Ricardo Boiati's questions to JBS N.V. (JBS) leadership

    Ricardo Boiati's questions to JBS N.V. (JBS) leadership • Q2 2025

    Question

    Ricardo Boiati from Banco Safra asked about the potential for sustainable margin improvement from the company's ongoing prepared foods projects and inquired about the evolution of the shareholder base since the dual listing.

    Answer

    Wesley Batista Filho, CEO of JBS Foods USA, and Global CEO Gilberto Tomazoni stated they expect the new projects to achieve margins around 15% and an ROI of about 20%. Global CFO & IR Guilherme Cavalcanti reported that trading volume has doubled since the NYSE listing and that interest from new U.S. investors has significantly increased.

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    Ricardo Boiati's questions to BRF SA (BRFS) leadership

    Ricardo Boiati's questions to BRF SA (BRFS) leadership • Q2 2024

    Question

    Ricardo Boiati asked about the market impact of recent capacity expansions in specific product lines like sausages and breaded products, and requested an update on the operational synergies being realized with Marfrig.

    Answer

    CFO Fabio Mariano stated that new market capacity has not disrupted market dynamics due to strong, balanced demand. CEO Miguel Gularte elaborated on the Marfrig relationship, describing it as a pursuit of excellence through benchmarking best practices in areas like supply chain and commercial approaches. He highlighted that this multi-protein strategy improves purchasing power and creates a more competitive structure, all managed under strict governance.

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    Ricardo Boiati's questions to BRF SA (BRFS) leadership • Q1 2024

    Question

    Ricardo Boiati from Banco Safra asked for an update on the supply and demand dynamics for chicken and pork in the Chinese market. He also requested details on the impact of the severe flooding in Rio Grande do Sul on BRF's operations, including its plants, integrated farms, and logistics for both inputs and finished products.

    Answer

    CEO Miguel de Souza Gularte noted a displacement in Asian exports, with China remaining a relevant but shifted destination. He observed a price recovery for poultry and a more balanced situation for pork, with new licenses providing more choices. Regarding the floods in Rio Grande do Sul, he expressed solidarity and detailed the company's fundraising efforts. Operationally, he confirmed that all five plants in the region had resumed operations. While logistical challenges exist, requiring longer routes, the company is managing to supply the plants and ship products, with a focus on employee safety.

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