With Merger, Brazil Sadia, Perdigao Rival US Food Majors
May 19 2009 - 3:12PM
Dow Jones News
After ten years of trying, Brazilian processed meat companies
Sadia (SDA) and Perdigao (PDA) merged Tuesday, instantly becoming a
force to rival major U.S. food names in global markets.
Sadia and Perdigao already have a commanding presence in the
Middle East and Europe, which absorb 48% of their combined exports.
The new company, Brasil Foods, hopes to expand that reach.
"We aim to be a major multinational food company," said Nildemar
Secches, chairman of Perdigao.
The combined forces of Sadia and Perdigao translate into some 22
billion Brazilian reals ($10.05 billion) in annual sales.
Combined market capitalization is around $5 billion, putting it
on par with Tyson Foods, Inc. (TSN), and surpassing the $4.4
billion market cap of another large U.S. meat company, Hormel Foods
(HRL).
Sadia's core business is meat processing. It's already the
sixth-largest exporter of any kind in Brazil, bringing in $3.1
billion last year, more than double Perdigao's export revenue. Over
the years, Perdigao has moved away from a pure play meat company
and entered the dairy markets.
"This deal definitely establishes a new Brazilian giant in the
global food market," said Maria Paula Valente, an analyst at FC
Stone in Sao Paulo.
According to Wright Investors Service, most of Perdigao's 2008
sales were in Brazil, for a total of $4.51 billion. Sadia was
somewhat similar, with 61.6% of 2008 sales of $3.67 billion coming
from Brazil.
That makes Brasil Foods stand out from its international
competition. Whereas U.S. markets are stagnant, Brazil's domestic
market is growing. Add to that the promise of export revenue once
the global recession ebbs, and Brasil Foods hopes it can attract
investors to a share offering in late July.
Brasil Foods intends to offer BRL4 billion in shares. Sadia's
and Perdigao's shares will then be delisted.
"We compete with Tyson and other American companies like Cargill
in the international markets, with the exception of the U.S.
market, but they are suffering even more than we are," said Luiz
Fernando Furlan, Sadia's chairman.
"Their domestic market has a lot of factors working against it,
while our market is in better shape and we also export to more
parts of the world than they do," Furlan said, adding Brasil Foods
could eventually become one of the top-three exporters in Brazil,
behind oil major Petrobras (PBR) and miner Vale do Rio Doce
(VALE).
Tuesday's merger announcement was no surprise. The companies
have been in on-again, off-again talks since the start of the year,
with previous merger bids dating back a decade.
Secches said the company could realize between BRL2 billion and
BRL4 billion in synergies from combined logistics and sharing of
international meat packing and distribution infrastructure.
Sadia and Perdigao were created in the 1930s and 1940s in the
rural state of Santa Catarina in southern Brazil. Their chicken and
pork brands are now household names in Brazil. Perdigao's milk
brand, Batavo, is a sponsor of the Corinthians football club, home
to international soccer star Ronaldo.
The deal would have been a merger of equals at one point if not
for Sadia's estimated BRL2.5 billion losses in 2008 dollar futures
positions. The company's hedging strategy took a turn for the worse
when the dollar surprisingly strengthened in late August and
September. Sadia's forex positions led to its first end-of-year
loss in 2008, some BRL3.8 billion.
Brasil Foods will be 68% owned by Perdigao shareholders and 32%
owned by Sadia. Both Secches and Furlan will remain as co-chairmen
for two years.
It is still unclear whether Sadia or Perdigao will have to shed
some of their assets to win Brazilian government anti-trust
approval.
Furlan said brand names Sadia and Perdigao would exist
indefinitely.
"There are no plans to cut back on workers or close any
factories," Furlan said, noting that Brasil Foods will be one of
the biggest employers in the nation, responsible for more than
100,000 jobs.
-By Kenneth Rapoza and Rogerio Jelmayer, Dow Jones Newswires,
55-11-2847-4541, brazil@dowjones.com
(Tony Danby of Dow Jones Newswires in Sao Paulo contributed to
this report.)