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Financial Statements
2002
(in thousand of R$) 4th Q 3rd Q 2nd Q 1st Q
Gross Sales
3,404,174
2,724,247
2,490,039
2,535,619
Net Sales
2,889,992
2,307,477
2,107,516
2,149,684
Cost of Sales
(2,113,611)
(1,638,531)
(1,507,318)
(1,550,128)
Gross Profit
776,381
668,946
600,198
599,556
% of Net Sales
26.9%
29.0%
28.5%
27.9%
Selling Expenses
(443,431)
(383,459)
(344,914)
(342,021)
% of Net Sales
-15.3%
-16.6%
-16.4%
-15.9%
General and Administrative Expenses
(92,413)
(94,041)
(83,053)
(80,559)
Taxes and charges
-3.2%
-4.1%
-3.9%
-3.7%
% of Net Sales
(28,189)
(16,609)
(13,793)
(12,865)
Total Operating Expenses
-1.0%
-0.7%
-0.7%
-0.6%
% of Net Sales
(564,033)
(494,109)
(441,760)
(435,445)
EBITDA
-19.5%
-21.4%
-21.0%
-20.3%
EBITDA Margin (%)
212,348
174,837
158,438
164,111
Depreciation
7.3%
7.6%
7.5%
7.6%
% of Net Sales
(84,262)
(63,146)
(65,861)
(59,812)
Amortization of the Deferred Assets
-2.9%
-2.7%
-3.1%
-2.8%
% of Net Sales
(45,762)
(38,144)
(29,387)
(27,243)
EBIT
-1.6%
-1.7%
-1.4%
-1.3%
EBIT Margin (%)
82,324
73,547
63,190
77,056
Taxes and Charges
2.8%
3.2%
3.0%
3.6%
Financial Expense
(155,390)
(170,390)
(144,121)
(113,926)
Financial Income
57,141
132,371
143,445
105,831
Exchange Variation
(4,479)
(4,477)
(4,477)
(4,477)
Net Financial Income (Loss)
(102,728)
(42,496)
(5,153)
(12,572)
% of Net Sales
-3.6%
-1.8%
-0.2%
-0.6%
Equity Income
(5,091)
(5,539)
1,372
-
Non-Operating Results
1,894
1,031
1,046
509
Income Tax
126,074
9,686
(9,832)
(8,097)
Minority Shares
-
-
-
(1,099)
Employed's Profit Sharing
-
-
-
-
Net Income
102,473
36,229
50,623
55,797
Net Income per Share
0.91
0.32
0.45
0.49
Number of Shares
113,186,139
113,064,539
113,064,539
113,061,139
Share Price
54.5
47
50.5
51.77
Market Value (thousand)
6,168,645
5,314,033
5,709,759
5,853,175


Balance Sheet
2002
(in thousand of R$) 4th Q 3rd Q 2nd Q 1st Q
Current Assets 3,733,022 3,152,361 3,422,175 2,880,501
Cash and Banks 1,135,158 1,124,252 1,409,763 1,038,541
Inventories 980,794 705,720 666,345 633,234
Receivables 1,087,891 1,035,417 1,057,737 1,020,618
Other 529,179 286,972 288,330 188,108
Long-Term Receivables 667,610 498,362 467,774 442,254
Property and Equipment 3,741,504 3,534,270 3,466,518 3,034,131
Investments 271,088 374,061 262,163 122,173
Deferred Charges 774,466 750,392 786,571 820,435
Goodwill 669,254 630,663 648,845 664,558
Pre-Operating Expenses 100,734 110,772 124,292 137,966
Exchange Variation 4,478 8,957 13,434 17,911
Total Assets 9,187,690 8,309,446 8,405,201 7,299,494
Current Liabilities 3,229,408 2,801,451 2,936,397 2,230,136
Suppliers 1,409,616 773,910 711,009 676,985
Short Term Financing 1,486,120 1,792,426 1,715,048 477,991
Short Term Debentures 79,991 16,606 24,466 20,731
Short Payable on Purchase of Assets 6,237 5,970 260,969 23,521
Short Term Other 247,444 212,539 224,905 253,492
Long-Term Financing 873,416 956,624 1,020,737 773,098
Long-Term Debentures 476,258 110,636 122,668 121,004
Long-Term Payable on Purchase of Assets 2,748 15,122 13,505 23,905
Long-Term Provision for Contingencies 988,991 865,808 786,805 683,236
Long-Term Other 24,829 13,208 14,721 8,428
Shareholder's Equity 3,592,040 3,546,597 3,510,368 3,459,687
Total Liabilities and Shareholder's Equity 9,187,690 8,309,446 8,405,201 7,299,494

EBITDA = Earnings Before Interest, Tax, Depreciation and Amortization.
EBIT = Earnings Before Interest and Tax.



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