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Brazil 2003 CEO Conference UBS Warburg

Brazil 2003 CEO Conference UBS Warburg. Rio de Janeiro April, 2003. Highlights. 102 years of tradition focused on the production of steel in mini-mills and in the distribution of steel products. Installed capacity of 14 million metric tons of crude steel.

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Brazil 2003 CEO Conference UBS Warburg

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  1. Brazil 2003 CEO Conference UBS Warburg Rio de Janeiro April, 2003

  2. Highlights • 102 years of tradition focused on the production of steel in mini-mills and in the distribution of steel products. • Installed capacity of 14 million metric tons of crude steel. • 19th largest world steel producer according to Metal Bulletin. • Largest long steel producer in the Americas. • Gerdau S.A. is listed on the BOVESPA, on the NYSE and on the Latibex (Madrid). Gerdau Ameristeel Corp. is listed on the Toronto Stock Exchange. • 10 units in Brazil, 12 abroad and 2 strategic shareholdings (Sipar - Rolling mill in Argentina and Gallatin - flat steel in the USA). • 67 sales points in Brazil (Comercial Gerdau). • 17 downstream operations and special sections (5 in Brazil e 12 in North America). • 24 fabrication shops (9 in Brazil and 15 in North America). • 4 service centers for flat steel in Brazil (Comercial Gerdau). 02

  3. Met. Gerdau S.A. 50% Gerdau S.A. 96% 100% 79% Seiva Gerdau Internacional Açominas Gerdau Ameristeel Corp. 67% Aza 100% Courtice Gallatin Laisa 100% 50% 100% MRM 100% Sipar 38% AmeriSteel 100% Capital Structure 03

  4. Results 2002 04

  5. Indebtedness GERDAU S.A. - CONSOLIDATED US$ million 05

  6. Cambridge, ON (Courtice) MRM Special Section Whitby, ON Perth Amboy, NJ Sayreville, NJ Gallatin County, KY (1) HO Charlotte, NC Whitby, ON Cartersville, GA Jacksonville, FL Knoxville, TN Jackson, TN (1) Joint Venture - 50% North America Gerdau AmeriSteel Corp. • Oct/02: merged Gerdau x Co-Steel • 2nd largest long steel producer in North America • 10 steel mills • 15 fabrication shops • 12 downstream operations and special sections • 13 scrap recycling operations • 1 joint venture (Gallatin Steel) • Consolidation / Synergies Outlook • Steel industry restructuring • Steel imports declining • Cost of inputs x Price increases • War in Iraq • U.S. economy slowly recovering from 2001 recession • GDP growth: USA +2,2%, Canada +2,8% (source: IMF) 06

  7. AZA LAISA SIPAR (1) (1) Joint Venture - 38% South America Outlook • Steel plants in Chile and Uruguay Rolling mill in Argentina • Positive outlook for the Chilean operations • Moderate recovery in Argentina • Slow recovery in Uruguay • GDP growth* Chile + 3,1% Argentina + 3,0% Uruguay – 2,2% * Source: IMF 07

  8. Cearense Açonorte Usiba Barão de Cocais Divinópolis Açominas Cosigua Guaíra Riograndense Piratini Gerdau S.A. Açominas Brazil Outlook • Economy recovering: GDP +2,8% (source: IMF) • Positive startup of the new government administration • Civil construction and agriculture incentives – impact in the 2nd half of 2003 • Social securities and tax reform • Cost of inputs X Price increases • Specialty steel sector – positive outlook • Açominas back in full speed mode 08

  9. GOV.VALADARES EFVM EFVM USIMINAS ACESITA BELO HORIZONTE ES CST OURO PRETO MG CONGONHAS VITÓRIA OURO BRANCO AÇOMINAS CONS.LAFAIETE RJ SP CSN JUIZ DE FORA RIO DE JANEIRO SÃO PAULO ATLANTIC OCEAN COSIPA Açominas Outlook • Integrated steel mill with 3 million tons per year of liquid steel capacity • Gross sales of US$ 450 million in 2002 of which 54% from exports • Infrastructure to increase capacity up to 10 million tons per year of liquid steel • Products: billets, slabs and blooms Wide flange beams, rebars and profiles • Nov/03: new wire rod rolling mill 09

  10. www.gerdau.com.br inform@gerdau.com.br

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