Brasil Foods Merger Seen Aiming At Exports, China Market
May 19 2009 - 5:31PM
Dow Jones News
The merger of Perdigao S/A (PDA) and Sadia S/A (SDA) is likely
to boost the exports and help tap new markets such as China,
industry analysts said Tuesday.
The long-awaited action makes the new merged company, Brasil
Foods, one of the largest food companies in the world, with
combined revenues estimated at BRL22 billion ($10.7 billion)).
Jose Vicente Ferraz, director of Institute FNP, a large
agribusiness research and consulting firm, said the merger creates
a "gigantic" food company with strength to further propel
exports.
"Through synergies the two companies should see cost savings,
and this should make their exports more competitive," Ferraz said.
"This should lead to an increase in exports."
Ferraz said Brasil Foods should be able to export more goods to
markets such as Russia - the No. 1 importer of chicken products -
Europe, the Middle East and Japan.
Brasil Foods also will be well positioned to benefit from
poultry export straight to China, said Ferraz.
Under an agreement signed by Chinese and Brazilian officials
Tuesday, Brazil can begin to export poultry products to China from
more than 20 Brazilian plants that have already been inspected by
the Chinese animal health authorities. Previously, Brazilian
poultry exports needed to pass via Hong Kong.
"China is a market of huge potential, and now Brazilian
companies for the first time can ship their poultry there without
going through Hong Kong," Ferraz said.
Ferraz estimates that costs could be cut by around 10% on
Brazilian chicken exports by removing port tariffs and freight
costs for shipments that pass through Hong Kong.
Brasil Foods will have a strong position in the domestic meat
market, Ferraz said, but won't automatically be the king of the
hill. He said the company will still face strong competition from
companies such as Cargill, Tyson Foods (TSN), Doux Frangosul and
local company Aurora Frango.
He added that customers can also easily switch between chicken
or meat products and therefore Brasil Foods will be unlikely to
inflate prices.
Lygia Pimentel, an analyst at Scot consultancy, agreed that the
two companies will combine their muscle to hike exports of poultry
and meat products to markets such as the Middle East and
Russia.
Sadia already has a plant in Russia and can leverage this with
new investment.
The company has more than 50% of the market in segments such as
salami sausage products so may see restrictions from Brazil's
Consumer Affairs Division, or SDE, and antitrust regulator CADE. -
Pimentel also warned that having fewer competitors in the market
may lead to lower prices for livestock producers.
Maria Paula Valente, an analyst at consultancy FC Stone, said
the merger is part of a growing trend in the Brazilian meat sector.
Meat companies such as Marfrig are currently assessing
opportunities to snap up struggling rivals.
Brasil Foods can benefit from synergies in areas such as
logistics and should help to further professionalize the sector,
she added.
In the area of feed stock, an analyst at a Brazilian consultancy
said the merger is unlikely to impact Brazilian soy or corn meal
sales. Soy and corn meal are used by companies for animal feed.
"These companies existed previously and are unlikely to cut
volumes for their animal feed," he said.
The analyst said, however, that operating as one company will
lead to one strategy rather than two. As a result, this could
benefit or prejudice some traders as they need to buy from just one
company with a single strategy.
A trader at a major U.S. soy and soymeal exporter said the
merger shouldn't change the volumes of soymeal bought or sold.
The trader said the merged companies might close some
overlapping operations or plants, which could cut sales.
-By Tony Danby, Dow Jones Newswires; 55-11-2847-4523;
Anthony.Danby@dowjones.com