Jalles Machado poupa etanol para entressafra
As vendas de biocombustíveis do grupo Jalles Machado caíram no último trimestre, uma vez que a empresa acumulou estoques a fim de aproveitar as altas nos preços esperadas para os próximos meses.
No segundo trimestre fiscal da empresa, que se encerrou no dia 30 de setembro, as vendas totais de etanol caíram 11pc em relação ao mesmo período do ano passado, para 37.000m³, pois a empresa acumulou estoques para a entressafra da cana-de-açúcar no Centro-Sul, entre novembro de 2021 e abril de 2022.
"Estamos começando a aumentar os níveis de estoque em preparação para a entressafra, quando os preços do etanol atingem seus melhores níveis", disse a empresa.
A produção de etanol da Jalles Machado cresceu 1,1pc, para 106.300m³, no período.
A produção de etanol hidratado e orgânico aumentou 2,3pc em relação ao ano anterior, para 85.000m³. A produção de etanol anidro caiu 4,8pc, para 21.300m³.
O processamento da cana-de-açúcar aumentou 1,2pc, alcançando 2,3 milhões de t, um recorde para o trimestre. O mix de produção permaneceu inalterado em relação ao ano anterior, em 57pc para açúcar e 43pc para etanol.
A produção de açúcar aumentou 1,5pc, para 161.800t, enquanto as vendas de açúcar caíram 23pc, para 86.700t, já que as interrupções nas rotas de fornecimento global para os mercados de consumo afetaram as exportações programadas, disse a empresa.
A Jalles Machado vendeu 90.000 Cbios (créditos de carbono) durante o trimestre, totalizando uma receita de R$ 2,1 milhões. A empresa não vendeu Cbios durante o mesmo trimestre do ano passado.
Crescimento da receita
Todos os produtos vendidos pela empresa - saneantes, açúcar e etanol - registraram altas acentuadas de preços do trimestre, resultando em um aumento de 18pc na receita, para R$398,4 milhões no ano.
Mesmo assim, os altos preços do açúcar no trimestre pesaram nas posições de hedging abertas da empresa, compensando parcialmente os benefícios das receitas mais altas.
A empresa já fixou o preço de mais de 90pc de sua produção projetada de açúcar prevista para as próximas duas safras.
A Jalles Machado registrou prejuízo de R$10,2 milhões no trimestre, abaixo do lucro de R$65,6 milhões no mesmo período do ano passado
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