farnborough airshow apresenta§£o avia§£o comercial

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  • 1. AIRLINE MARKET OUTLOOKFrederico Fleury CuradoExecutive Vice-President, Airline Market Farnborough 2006 Investors Meeting July 19th, 2006
  • 2. Forward Looking StatementThis presentation includes forward-looking statements or statements about events orcircumstances which have not occurred. We have based these forward-looking statementslargely on our current expectations and projections about future events and financial trendsaffecting our business and our future financial performance. These forward-lookingstatements are subject to risks, uncertainties and assumptions, including, among otherthings: general economic, political and business conditions, both in Brazil and in ourmarket.The words believes, may, will, estimates, continues, anticipates, intends,expects and similar words are intended to identify forward-looking statements. Weundertake no obligations to update publicly or revise any forward-looking statementsbecause of new information, future events or other factors. In light of these risks anduncertainties, the forward-looking events and circumstances discussed in this presentationmight not occur. Our actual results could differ substantially from those anticipated in ourforward-looking statements. THE INFORMATION CONTAINED HEREIN IS THE PROPERTY OF EMBRAER AND SHALL NOT BE COPIED OR USED WITHOUT EMBRAERS WRITTEN CONSENT.
  • 3. ContentsQ Airline Market Scenario and TrendsQ Important Issues in the 30-120 Seat Segment: RJ 50: an intrinsic part of the air transportation system E-Jets: matching aircraft capacity to market demandQ Market Forecast THE INFORMATION CONTAINED HEREIN IS THE PROPERTY OF EMBRAER AND SHALL NOT BE COPIED OR USED WITHOUT EMBRAERS WRITTEN CONSENT.
  • 4. Airline MarketScenario and Trends
  • 5. Positive World Economic Scenario2006-2025 economic scenario is sustaining Air Travel Demand growth Projected Traffic and Economic Growth by Region (Average Annual Growth) World USA, Canada & Caribbean Latin America Europe RPK Russia & CIS GDP Africa Middle East Asia Pacific China 0% 1% 2% 3% 4% 5% 6% 7% 8%Source: Global Insight and Embraer THE INFORMATION CONTAINED HEREIN IS THE PROPERTY OF EMBRAER AND SHALL NOT BE COPIED OR USED WITHOUT EMBRAERS WRITTEN CONSENT.
  • 6. Increased Air Travel DemandTraffic is recovering at strong growth rates but in another environment 7000 80% RPK ASK Load Factor 78% 6000 76% Billion (RPK & ASK) 5000 % (Load Factor) 74% 4000 72% 3000 70% 68% 2000 66% 1000 64% 0 62% 1995 1996 1996 1998 1999 2000 2001 2002 2003 2004 2005 2006F 2007F 6.3% yoy 7.7% yoy 6.4% yoySource: ICAO - Contracting States - Scheduled Airlines THE INFORMATION CONTAINED HEREIN IS THE PROPERTY OF EMBRAER AND SHALL NOT BE COPIED OR USED WITHOUT EMBRAERS WRITTEN CONSENT.
  • 7. Revenue EnvironmentWorld yields are improving, but trend in real terms remains low 105 100 95 Index (1994=100) 90 85 80 75 World Nominal Yield 70 World Real Yield (adj. for US inflation) 65 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005F 2006F 2007F World real yields in 2005 are 28% lower than 1994 values in an environment where LCCs pricing power is the main driver.Source: ICAO (Contracting States - Scheduled Airlines), Global Insight (USA CPI Inflation) and IATA Economics THE INFORMATION CONTAINED HEREIN IS THE PROPERTY OF EMBRAER AND SHALL NOT BE COPIED OR USED WITHOUT EMBRAERS WRITTEN CONSENT.
  • 8. Financial Net ResultsSome improvement to profitability, projecting a healthier 2007 North America Europe -6.7 -5.2 0.0 World 1.6 1.3 1.4 -3.2 -3.0 3.3 2005 2006F 2007F Middle East 2005 2006F 2007F 0.2 0.1

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