Jalles Machado amplia foco no etanol anidro

  • Market: Agriculture, Biofuels
  • 12/08/22

O grupo sucroalcooleiro Jalles Machado aumentou sua produção de etanol no primeiro trimestre da safra 2022-23 apesar da queda na produtividade nos canaviais.

A companhia encerrou o primeiro trimestre de seu ano fiscal, que terminou em junho, com um aumento de 17,3pc na produção de etanol, alcançando 105.800m³.

O aumento na produção do biocombustível foi impulsionado pela fabricação de etanol anidro, que atingiu 34.100m³, mais que o triplo do observado no mesmo período do ano fiscal anterior. A expansão compensou a queda na produção de etanol hidratado, que registrou uma retração de 10,4pc e fechou o trimestre em 71.700m³. As mudanças no mix alcooleiro do grupo refletem a dinâmica de consumo de combustíveis automotivos (também conhecido como ciclo Otto) no mercado doméstico brasileiro, que viu um aumento da demanda por gasolina no período.

O crescimento do etanol anidro nas operações da companhia acontece em detrimento a produção de açúcar, já que a participação do adoçante no mix das usinas ficou em 38pc no trimestre, contra 41pc no mesmo período do ano passado.

O grupo atingiu um novo recorde de moagem para o trimestre, com 2,2 milhões de toneladas de cana processada, alta de 6,9pc em relação ao ano anterior.

O diretor financeiro do grupo, Rodrigo Siqueira, disse que o etanol anidro segue como o produto mais rentável, seguido pelo açúcar e pelo etanol hidratado.

Queda na produtividade e ganhos com Cbios

O balanço positivo do grupo em termos operacionais foi possibilitado pelo avanço da área colhida, que atingiu 24.900 hectares (ha), comparado com 21.600 ha no ano passado.

Esta ampliação contribuiu para mitigar os efeitos da menor produtividade dos canaviais, que caiu para 90,3 toneladas de cana por hectare (t/ha), queda anual de 7,6pc.

O lucro líquido da companhia ficou em R$120 milhões no trimestre, alta de 3,8pc na comparação anual. O volume de venda de Cbios cresceu 204pc para 123.900. O valor médio dos créditos também registrou um acréscimo exponencial, chegando a R$142,90/Cbio, comparado com R30,60/Cbio no ano anterior. O valor das vendas de Cbio ficou em R$17,7 milhões, o que representa 4pc do faturamento da empresa.

A empresa anunciou investimentos para ampliar sua capacidade de tancagem de 80.000m³ para 100.000 m³ na unidade Otávio Lage (GO). Siqueira também disse que a companhia planeja investir em produção de biometano para geração de eletricidade num futuro próximo.


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