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Financial Statements
2003
(in thousand of R$) 4th Q 3rd Q 2nd Q 1st Q
Gross Sales
3,541,194
2,989,067
3,153,278
3,104,824
Net Sales
2,990,511
2,522,701
2,662,281
2,630,846
Cost of Sales
(2,178,852)
(1,797,261)
(1,899,576)
(1,888,568)
Gross Profit
811,659
725,440
762,705
742,278
% of Net Sales
27.1%
28.8%
28.6%
28.2%
Selling Expenses
(438,183)
(412,176)
(432,895)
(426,106)
% of Net Sales
-14.7%
-16.3%
-16.3%
-16.2%
General and Administrative Expenses
(108,810)
(107,211)
(108,388)
(106,590)
Taxes and charges
-3.6%
-4.2%
-4.1%
-4.1%
% of Net Sales
(10,942)
(10,741)
(10,918)
(10,552)
Total Operating Expenses
-0.4%
-0.4%
-0.4%
-0.4%
% of Net Sales
(557,935)
(530,128)
(552,201)
(543,248)
EBITDA
-18.7%
-21.0%
-20.7%
-20.6%
EBITDA Margin (%)
253,724
195,312
210,504
199,030
Depreciation
8.5%
7.7%
7.9%
7.6%
% of Net Sales
(92,213)
(83,786)
(80,781)
(78,228)
Amortization of the Deferred Assets
-3.1%
-3.3%
-3.0%
-3.0%
% of Net Sales
(41,836)
(32,180)
(23,966)
(21,384)
EBIT
-1.4%
-1.3%
-0.9%
-0.8%
EBIT Margin (%)
119,675
79,346
105,757
99,418
Taxes and Charges
4.0%
3.1%
4.0%
3.8%
Financial Expense
(158,079)
(185,754)
(201,162)
(210,591)
Financial Income
141,895
140,319
143,300
149,744
Exchange Variation
-
-
-
(4,478)
Net Financial Income (Loss)
(16,184)
(45,435)
(57,862)
(65,325)
% of Net Sales
-0.5%
-1.8%
-2.2%
-2.5%
Equity Income
(4,884)
(1,364)
(1,619)
(969)
Non-Operating Results
(2,890)
4,514
2,370
1,273
Income Tax
(19,607)
15,022
8,081
6,227
Minority Shares
-
-
-
-
Employed's Profit Sharing
-
-
-
-
Net Income
76,110
52,083
56,727
41,593
Net Income per Share
0.67
0.46
0.50
0.37
Number of Shares
113,442,239
113,186,139
113,186,139
113,186,139
Share Price
70.4
53.5
43.9
42.7
Market Value (thousand)
7,986,334
6,055,458
4,968,872
4,833,048


Balance Sheet
2003
(in thousand of R$) 4th Q 3rd Q 2nd Q 1st Q
Current Assets
3,220,132
2,968,511 3,087,662 3,360,961
Cash and Banks
981,913
687,543 982,113 1,002,248
Inventories
943,634
811,796 762,388 942,579
Receivables
603,986
868,616 814,661 898,140
Other
690,599
600,556 528,480 517,994
Long-Term Receivables
837,658
723,914 691,075 673,852
Property and Equipment
3,986,044
3,868,966 3,786,018 3,765,693
Investments
241,068
255,176 263,233 268,974
Deferred Charges
655,002
694,458 724,638 748,604
Goodwill
592,609
622,503 643,116 657,515
Pre-Operating Expenses
62,393
71,955 81,522 91,089
Exchange Variation
-
- 0 -
Total Assets
8,939,904
8,511,025 8,552,626 8,818,084
Current Liabilities
2,853,957
2,596,965 2,796,348 2,961,304
Suppliers
1,190,217
838,640 745,020 1,000,975
Short Term Financing
1,326,733
1,489,172 1,740,722 1,614,115
Short Term Debentures
61,024
39,419 91,733 63,074
Short Payable on Purchase of Assets
8,263
8,923 1,269 4,026
Short Term Other
267,720
220,811 217,604 279,114
Long-Term Financing
639,659
555,086 479,649 702,200
Long-Term Debentures
441,413
440,860 478,690 477,359
Long-Term Payable on Purchase of Assets
2,962
2,919 2,861 2,803
Long-Term Provision for Contingencies
1,134,251
1,074,638 1,003,407 934,520
Long-Term Other
99,240
99,083 102,280 107,234
Shareholder's Equity
3,768,422
3,741,474 3,689,391 3,632,664
Total Liabilities and Shareholder's Equity
8,939,904
8,511,025 8,552,626 8,818,084

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



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