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A estratégia da Paranapanema de buscar mais clientes no exterior favorecerá o balanço referente ao último trimestre do ano passado. A companhia teve um início de ano difícil, com mercado de cobre mais concorrido no país e problemas pontuais em sua produção. No fim do ano, porém, seus esforços de prospecção de mercado fora do país começaram a dar resultado. O mês de dezembro foi melhor que os anteriores, e a empresa começa 2015 com melhores perspectivas para suas receitas em dólares.
Segundo o presidente da empresa, Christopher Akli, a Paranapanema elevou sua participação no mercado argentino de vergalhões de cobre e no mercado americano de tubos. “Tivemos uma primeira fase de expansão para o exterior em que vendemos pouco, mas para muitos clientes. Em 2015 queremos focar em grandes contas”, afirmou o executivo ao Valor PRO, serviço de notícias em tempo real do Valor.
Nos últimos anos, a companhia obteve entre 30% e 40% de suas receitas no mercado externo. De janeiro a setembro de 2014, as exportações somaram R$ 1,08 bilhão, o equivalente a 31% da receita líquida do período, de R$ 3,421 bilhões. No quarto trimestre, a fatia do exterior certamente será maior.
Em volume, as exportações de fios e tubos de cobre dobraram em dezembro, na comparação com o mesmo mês de 2013, segundo levantamento do Banco Fator a partir de dados do Ministério do Desenvolvimento Indústria e Comércio Exterior (MDIC). No caso de fios de cobre, o aumento foi de 73%. Esse resultado ajudou a compensar os meses anteriores, quando o desempenho foi mais fraco.
“O quarto trimestre foi muito forte, atingindo 25,1 mil toneladas em exportações, contra 24,1 mil toneladas no terceiro trimestre de 2014, o que mostra esforços da empresa para uma boa performance apesar do cenário econômico difícil”, afirmam os analistas do banco, Artur Losnak e Yannick Bergamo, em relatório.
Eles destacam que houve em dezembro um forte aumento de volumes de alto valor agregado, como é o caso dos fios de cobre refinado e dos tubos.
A valorização do dólar em relação ao real ajudou. Deixou a Paranapanema mais competitiva nos mercados externos e vai trazer maiores receitas. “Ficamos mais eficientes quando disputamos com produtos americanos ou mexicanos, por exemplo”, disse Akli.
A maior parte do custo da Paranapanema é em reais, sendo que o preço do cobre e o custo para a importação do concentrado é neutralizada por hedge e pelo “hedge accounting”, técnica contábil que permite que a empresa aloque ganhos e perdas do hedge no mês da venda, eliminando a volatilidade entre períodos.
Esse melhor desempenho fora do país em dezembro não garante, porém, um ano de crescimento no consolidado de 2014. Como a primeira metade do ano foi difícil para a companhia – com receita 15% menor do que no primeiro semestre de 2013 -, o fim do ano apenas melhora o bal