Avaliação do desempenho das empresas benchmark no setor de papel e celulose no pré e pós pandemia da Covid-19
Arquivos
Data
2022-07-13
Autores
Santos, Gustavo de Lacerda [UNIFESP]
Orientadores
Miraglia, Simone Georges El Khouri [UNIFESP]
Tipo
Trabalho de conclusão de curso de graduação
Título da Revista
ISSN da Revista
Título de Volume
Resumo
A pandemia da COVID-19 trouxe diversas mudanças no modelo econômico de todos os países e no Brasil esse impacto da pandemia foi um dos maiores encontrados no mundo, pois o número de mortos pela doença passa de 600.000 mil até maio/2022. A indústria se deparou com a sua capacidade produtiva diminuída, queda de faturamento e aumento de custos da maneira nunca vista nos tempos recentes. Além disso, a demissão em massa, queda no consumo e falta de previsibilidade para a retomada econômica fizeram com que o clima de incerteza diminuísse o número de investimentos em todos os setores. Um dos setores-chave dentro desse contexto pandêmico foi o segmento de papel e celulose pois, ao mesmo tempo que sofreu todas as consequências da pandemia, também conseguiu ver seu consumo se manter à medida que o e-commerce se intensificou devido à utilização desse material nas embalagens e na própria composição de diversos produtos, como utensílios de limpeza para higienização de materiais e estabelecimentos. A indústria de papel e celulose é representada por dois grandes nomes: Klabin e Suzano; esse estudo usou das informações fornecidas pelas duas empresas para mensurar tais impactos e foi possível perceber que as dificuldades foram contornadas propondo mudanças no processo produtivo, buscando minimizar o impacto no forte aumento de custos e na dificuldade logística vivida pelo mundo. Atividades sociais também foram um dos pontos que mais passou por mudanças durante o período estudado, onde diversos programas de capacitação foram criados, buscando trazer novos talentos para o setor. Um dado importante que reforça essas observações é a queda da produção de celulose em 14% e 18% para a Klabin e Suzano respectivamente; porém, essa queda vem acompanhada de um aumento na receita líquida em 79% para a Klabin, chegando ao valor de R$1,7 bilhão e 104% para a Suzano, totalizando R$5,1 bilhões. Por fim, os investimentos continuaram a ser aplicados em expansão e aprimoramento da produção e em P&D (pesquisa e desenvolvimento), chegando a valores de R$1 bilhão investidos pela Klabin (+17%) no primeiro trimestre de 2022 e R$2,6 bilhões para a Suzano (+88%) no mesmo período.
The COVID-19 pandemic brought several changes in the economic model of all countries and in Brazil this impact was one of the largest found in the world, as the number of deaths from the disease increased from 600,000 to May/2022. The industry has come across its diminished production capacity, reduced revenue swells and cost increases in the way never seen in recent times. In addition, mass layoffs, a decrease in consumption and a lack of predictability for economic recovery caused the climate of uncertainty to reduce the number of investments in all sectors. One of the key sectors within this pandemic context was the pulp and paper segment because, while it suffered all the consequences of the pandemic, it was also able to see its consumption remain as e-commerce intensified due to the use of this material in packaging and in the composition of various products, such as cleaning utensils for hygiene of materials and establishments. The pulp and paper industry is represented by two big names: Klabin and Suzano; this study used the information provided by the two companies to measure such impacts and it was possible to notice that the difficulties were overcome by proposing changes in the production process, seeking to minimize the impact on the strong increase in costs and logistics difficulty experienced by the world. Social activities were also one of the points that most underwent changes during the period studied, where several training programs were created, seeking to bring new talents to the sector. An important fact that reinforces these observations is the drop in pulp production by 14% and 18% for Klabin and Suzano, respectively; however, this drop is accompanied by an increase in net revenue by 79% for Klabin, reaching R$1.7 billion and 104% for Suzano, totaling R$5.1 billion. Finally, investments continued to be invested in expansion and improvement of production and R&D (research and development), reaching R$1 billion invested by Klabin (+17%) in the first quarter of 2022 and R$2.6 billion for Suzano (+88%) in the same period.
The COVID-19 pandemic brought several changes in the economic model of all countries and in Brazil this impact was one of the largest found in the world, as the number of deaths from the disease increased from 600,000 to May/2022. The industry has come across its diminished production capacity, reduced revenue swells and cost increases in the way never seen in recent times. In addition, mass layoffs, a decrease in consumption and a lack of predictability for economic recovery caused the climate of uncertainty to reduce the number of investments in all sectors. One of the key sectors within this pandemic context was the pulp and paper segment because, while it suffered all the consequences of the pandemic, it was also able to see its consumption remain as e-commerce intensified due to the use of this material in packaging and in the composition of various products, such as cleaning utensils for hygiene of materials and establishments. The pulp and paper industry is represented by two big names: Klabin and Suzano; this study used the information provided by the two companies to measure such impacts and it was possible to notice that the difficulties were overcome by proposing changes in the production process, seeking to minimize the impact on the strong increase in costs and logistics difficulty experienced by the world. Social activities were also one of the points that most underwent changes during the period studied, where several training programs were created, seeking to bring new talents to the sector. An important fact that reinforces these observations is the drop in pulp production by 14% and 18% for Klabin and Suzano, respectively; however, this drop is accompanied by an increase in net revenue by 79% for Klabin, reaching R$1.7 billion and 104% for Suzano, totaling R$5.1 billion. Finally, investments continued to be invested in expansion and improvement of production and R&D (research and development), reaching R$1 billion invested by Klabin (+17%) in the first quarter of 2022 and R$2.6 billion for Suzano (+88%) in the same period.