O grupo alemão thyssenkrupp começa 2019 com expectativa de crescimento no Brasil na faixa de dois dígitos, puxado por uma nova onda de investimentos e pela retomada da economia do país, como um todo. Entre os setores que atende, o automotivo deverá se manter firme e o de elevadores mostra sinais de aquecimento, vinculado ao
The German conglomerate is also betting on increasing demand for various equipment in some sectors – mining, fertilizers, steel, chemicals and energy. However, in cement, in which they have traditional technological expertise, only envisions reaction from 2020 onwards.
After disbanding the steel production business in the country, the group’s activities are centered on three major areas – automotive components, elevator division and industrial solutions (equipment and services). In fiscal year 2018, ended September 30, the region recorded sales of €1.137 billion (corresponding to R$ 4.4 billion).
Paulo Alvarenga, who took over the presidency of the group in South America in late 2017, said in an interview to Valor that 2018, despite the ups and downs of the country’s economy, was a good year for the company. “Part of the lack of market here has been offset by exports”, he said. Foreign sales account for about 20% of revenue in Brazil.
The highlight was the elevator division. “We sell a lot to Latin American countries”. In many of these countries there were jobs in subways and airports and the Brazilian unit was the supplier. With this, the company balanced the loss of revenue in Brazil with the retraction of the construction sector.
The company enters the new year with a new contract in the order book of R$ 500 million, obtained in November. The company will build the new ArcelorMittal Tubarão steelworks coke plant in Serra (ES). “The equipment will replace an old coke plant, introducing new technology, which will allow a greater reduction of the emissions of gases”, he said.
The work will be under EPC (engineering, purchase and construction) and will start in July, employing 700 people. “This is an important contract for us”, he said. thyssen is a global leader in the coking plants (unit where it is processed coking coal used in steel production) for over 130 years.
According to Alvarenga, 2018 started well, but since the truckers’ strike in May, the country’s economy has lost speed. “We’re only good first quarter. The automotive market was growing 15% to 20% and should close the year with 8% to 9%”, he said.
The executive said that thyssen gained market share and managed to grow in the double-digit range. But note that the base was low, repressed. “We are more confident for 2019, with a new government. Our scenario is to grow double digits this year in Brazil”, he said.
Alvarenga points out the promised reforms as important points. The Pension Fund, he emphasizes, is fundamental to stabilize the public debt and attract investments and generate more jobs. “ Whatever is done is already positive”, says the president of thyssen South America. He also mentions tax reform (“bringing competitiveness to the industrial sector”) and politics, to make the model of the country more flexible amidst the fragmentation of parties and loss of ideology.
The executive says that the service area will also grow. He mentions, for example, the installation of the Paraopeba unit in Pará, next to the Carajás iron ore mine, operated by Vale. It will serve the mining company, with fast equipment exchange and other reforms, in its growth plan in the region. Vale began operating in 2016 at the S11D mine, a mega project of 90 million tons per year.
thyssen brought fertilizer know-how to Brazil in 2016. “Now it will start to bear in an industry that is under the operation of large global groups in this sector”, said the executive. In the energy sector, the expectation is for biomass-based thermoelectric projects. According to Alvarenga, there are several ready to compete in future energy auctions. “We have the technology to make the plant complete”.
The company also awaits, with optimistic expectation, the outcome of the Brazilian Navy’s bid in the process of ordering four corvettes. It is a bid of US$ 2 billion and thyssenkrupp Marine was selected in the short list – three chosen from nine candidates. It should go out during the first semester. The company signed a partnership with a shipyard in Santa Catarina and with Embraer in electronic defense and combat systems.
In Brazil, which accounts for 75% to 80% of sales in South America, the company has 8,200 employees. Of the 13 countries in the region, others that are relevant in the group are Chile, Peru, Colombia and Argentina.