Gerdau S.A. Files 20-F Annual Report for Fiscal Year 2023
Ticker: GGB · Form: 20-F · Filed: Mar 28, 2024 · CIK: 1073404
Sentiment: neutral
Topics: steel, annual report, 20-F, finance, Brazil
TL;DR
**Gerdau S.A. has submitted its 20-F annual report detailing its 2023 fiscal year performance and operations.**
AI Summary
GERDAU S.A. (GGB) filed a Foreign Annual Report (20-F) with the SEC on March 28, 2024. Gerdau S.A. filed its 20-F annual report on March 28, 2024, for the fiscal year ending December 31, 2023. The report covers Gerdau S.A.'s financial performance and business operations. The filing is made under the Securities Exchange Act of 1934. The company's principal executive offices are located in Sao Paulo, SP, Brazil. Gerdau S.A. is classified under the SIC code 3310 for Steel Works, Blast Furnaces & Rolling & Finishing Mills.
Why It Matters
For investors and stakeholders tracking GERDAU S.A., this filing contains several important signals. This filing provides crucial insights into Gerdau S.A.'s financial health and strategic direction for investors and analysts tracking the steel industry. Understanding the details within this 20-F is essential for assessing Gerdau S.A.'s market position, risks, and future prospects in the global steel sector.
Risk Assessment
Risk Level: GGB — GERDAU S.A. shows moderate risk based on this filing. The filing is a standard annual report (20-F) and does not contain immediate, significant new risks or material adverse events.
Analyst Insight
Investors should review the detailed financial statements and risk factors within the 20-F to assess Gerdau S.A.'s performance and outlook.
Key Numbers
- 2023-12-31 — Fiscal Year End (Period of Report)
- 2024-03-28 — Filing Date (Date of Filing)
- 0001073404 — Central Index Key (Company Identifier)
- 3310 — SIC Code (Industry Classification)
- 001-14878 — SEC File Number (Filing Identifier)
Key Players & Entities
- GERDAU S.A. (company) — Filer
- 20-F (document) — Form Type
- 2024-03-28 (date) — Filing Date
- 2023-12-31 (date) — Period of Report
- SAO PAULO, SP (location) — Business Address City/State
- 0001073404 (company) — Central Index Key
- 3310 (industry) — Standard Industrial Classification
- 001-14878 (filing_id) — SEC File Number
FAQ
When did GERDAU S.A. file this 20-F?
GERDAU S.A. filed this Foreign Annual Report (20-F) with the SEC on March 28, 2024.
What is a 20-F filing?
A 20-F is a annual report for foreign private issuers, equivalent to a 10-K but following international reporting standards. This particular 20-F was filed by GERDAU S.A. (GGB).
Where can I read the original 20-F filing from GERDAU S.A.?
You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by GERDAU S.A..
What are the key takeaways from GERDAU S.A.'s 20-F?
GERDAU S.A. filed this 20-F on March 28, 2024. Key takeaways: Gerdau S.A. filed its 20-F annual report on March 28, 2024, for the fiscal year ending December 31, 2023.. The report covers Gerdau S.A.'s financial performance and business operations.. The filing is made under the Securities Exchange Act of 1934..
Is GERDAU S.A. a risky investment based on this filing?
Based on this 20-F, GERDAU S.A. presents a moderate-risk profile. The filing is a standard annual report (20-F) and does not contain immediate, significant new risks or material adverse events.
What should investors do after reading GERDAU S.A.'s 20-F?
Investors should review the detailed financial statements and risk factors within the 20-F to assess Gerdau S.A.'s performance and outlook. The overall sentiment from this filing is neutral.
How does GERDAU S.A. compare to its industry peers?
Gerdau S.A. operates within the steel industry, a sector characterized by cyclical demand, commodity price fluctuations, and significant capital investment.
Are there regulatory concerns for GERDAU S.A.?
As a foreign private issuer, Gerdau S.A. is subject to U.S. SEC regulations, including the requirement to file annual reports on Form 20-F.
Risk Factors
- Form Type [low — regulatory]: The company filed a Form 20-F, which is an annual report required for foreign private issuers under the U.S. Securities Exchange Act of 1934.
- Business Address [low — operational]: The company's principal business address is located at Av. Doutora Ruth Cardoso, 8,501, 8th Floor, Sao Paulo, SP, Brazil.
- Filing Date [low — financial]: The 20-F report was filed on March 28, 2024, as of the date of change.
- Industry Classification [low — market]: Gerdau S.A. is classified under SIC code 3310 for Steel Works, Blast Furnaces & Rolling & Finishing Mills.
Industry Context
Gerdau S.A. operates within the steel industry, a sector characterized by cyclical demand, commodity price fluctuations, and significant capital investment.
Regulatory Implications
As a foreign private issuer, Gerdau S.A. is subject to U.S. SEC regulations, including the requirement to file annual reports on Form 20-F.
What Investors Should Do
- Review Gerdau S.A.'s detailed financial statements and management discussion for FY2023.
- Analyze the company's operational segments and geographic performance within the 20-F.
- Assess any new risk factors or legal proceedings disclosed in the filing.
Key Dates
- 2023-12-31: Fiscal Year End — Marks the end of the reporting period for the 20-F filing.
- 2024-03-28: Filing Date — Date Gerdau S.A. submitted its 20-F annual report.
Year-Over-Year Comparison
This is the initial filing of the 20-F for the fiscal year 2023, following previous filings for prior periods.
Filing Stats: 4,538 words · 18 min read · ~15 pages · Grade level 13.1 · Accepted 2024-03-28 16:09:20
Filing Documents
- ggb-20231231x20f.htm (20-F) — 8699KB
- ggb-20231231xex1d1.htm (EX-1.1) — 100KB
- ggb-20231231xex12d1.htm (EX-12.1) — 11KB
- ggb-20231231xex12d2.htm (EX-12.2) — 11KB
- ggb-20231231xex13d1.htm (EX-13.1) — 5KB
- ggb-20231231xex13d2.htm (EX-13.2) — 5KB
- ggb-20231231xex14d1.htm (EX-14.1) — 65KB
- ggb-20231231xex14d2.htm (EX-14.2) — 52KB
- ggb-20231231xex23d1.htm (EX-23.1) — 3KB
- ggb-20231231xex23d2.htm (EX-23.2) — 2KB
- ggb-20231231x20f001.jpg (GRAPHIC) — 18KB
- ggb-20231231x20f004.jpg (GRAPHIC) — 25KB
- ggb-20231231x20f005.jpg (GRAPHIC) — 19KB
- ggb-20231231x20f006.jpg (GRAPHIC) — 14KB
- ggb-20231231x20f007.jpg (GRAPHIC) — 12KB
- ggb-20231231x20f008.jpg (GRAPHIC) — 36KB
- ggb-20231231x20f012.jpg (GRAPHIC) — 55KB
- ggb-20231231x20f016.jpg (GRAPHIC) — 89KB
- ggb-20231231x20f017.jpg (GRAPHIC) — 54KB
- 0001104659-24-040516.txt ( ) — 34060KB
- ggb-20231231.xsd (EX-101.SCH) — 204KB
- ggb-20231231_cal.xml (EX-101.CAL) — 145KB
- ggb-20231231_def.xml (EX-101.DEF) — 799KB
- ggb-20231231_lab.xml (EX-101.LAB) — 1298KB
- ggb-20231231_pre.xml (EX-101.PRE) — 1173KB
- ggb-20231231x20f_htm.xml (XML) — 8485KB
Item 18
Item 17 Item 18 If this is an annual report, indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes No Table of Contents TABLE OF CONTENTS Page INTRODUCTION 1 PART I 3 ITEM 1. IDENTITY OF DIRECTORS, SENIOR MANAGEMENT AND ADVISERS 3 ITEM 2. OFFER STATISTICS AND EXPECTED TIMETABLE 3 ITEM 3. KEY INFORMATION 3 ITEM 4. COMPANY INFORMATION 18 ITEM 4A. UNRESOLVED SEC STAFF COMMENTS 52 ITEM 5. OPERATING AND FINANCIAL REVIEW AND PROSPECTS 52 ITEM 6. DIRECTORS, SENIOR MANAGEMENT AND EMPLOYEES 73 ITEM 7. MAJOR SHAREHOLDERS AND RELATED-PARTY TRANSACTIONS 88 ITEM 8. FINANCIAL INFORMATION 92 ITEM 9. THE OFFER AND LISTING 95 ITEM 10. ADDITIONAL INFORMATION 98 ITEM 11.
QUANTITATIVE AND QUALITATIVE DISCLOSURES REGARDING MARKET RISK
QUANTITATIVE AND QUALITATIVE DISCLOSURES REGARDING MARKET RISK 114 ITEM 12.
DESCRIPTION OF SECURITIES OTHER THAN EQUITY SECURITIES
DESCRIPTION OF SECURITIES OTHER THAN EQUITY SECURITIES 116 PART II 117 ITEM 13. DEFAULTS, DIVIDEND ARREARAGES AND DELINQUENCIES 117 ITEM 14. MATERIAL MODIFICATIONS TO THE RIGHTS OF SECURITY HOLDERS AND USE OF PROCEEDS 117 ITEM 15.
CONTROLS AND PROCEDURES
CONTROLS AND PROCEDURES 117 ITEM 16. [RESERVED] 118 ITEM 16A. AUDIT COMMITTEE FINANCIAL EXPERT 118 ITEM 16B. CODE OF ETHICS AND CONDUCT 118 ITEM 16C. PRINCIPAL ACCOUNTANT FEES AND SERVICES 119 ITEM 16D. EXEMPTIONS FROM THE LISTING STANDARDS FOR AUDIT COMMITTEES 119 ITEM 16E. PURCHASES OF EQUITY SECURITIES BY THE ISSUER AND AFFILIATED PURCHASERS 120 ITEM 16F. CHANGE IN REGISTRANT'S CERTIFYING ACCOUNTANT 120 ITEM 16G. CORPORATE GOVERNANCE 120 ITEM 16H MINE SAFETY DISCLOSURE 121 ITEM 16I DISCLOSURE REGARDING FOREIGN JURISDICTIONS THAT PREVENT INSPECTION 122 ITEM 16J INSIDER TRADING POLICIES 122 ITEM 16K CYBERSECURITY 122 PART III 124 ITEM 17.
FINANCIAL STATEMENTS
FINANCIAL STATEMENTS 124 ITEM 18.
FINANCIAL STATEMENTS
FINANCIAL STATEMENTS 125 ITEM 19.
FINANCIAL STATEMENTS AND EXHIBITS
FINANCIAL STATEMENTS AND EXHIBITS 126 i Table of Contents INTRODUCTION Unless otherwise indicated, all references herein to: (i) "CPI" means consumer price index, "CDI" means Interbanking Deposit Rates (Certificados de Depsito Interfinanceiro), "IGP-M" means Consumer Prices Index (ndice Geral de Preos do Mercado), measured by FGV (Fundao Getulio Vargas), "LIBOR" means London Interbank Offered Rate, "GDP" means Gross Domestic Product; (ii) "Gerdau Aominas" is a reference to Gerdau Aominas S.A. (iii) "Installed capacity" means the annual projected capacity for a particular facility (excluding the portion that is not attributable to our participation in a facility owned by a joint venture), calculated based upon operations for 24 hours each day of a year and deducting scheduled downtime for regular maintenance; (iv) "Preferred Shares" and "Ordinary Shares" refer to the Company's authorized and outstanding preferred stock and ordinary stock, designated as aes preferenciais and aes ordinrias , respectively, all without par value. All references herein to the "real", "reais" or "R$" are to the Brazilian real , the official currency of Brazil. All references to (i) "U.S. dollars", "dollars", "U.S.$" or "$" are to the official currency of the United States, (ii) "Euro" or "" are to the official currency of members of the European Union, (iii) "billions" are to thousands of millions, (iv) "km" are to kilometers, and (vi) "tonnes" are to metric tonnes; (v) "proven" or "probable mineral reserves" have the meanings defined by SEC in Regulation S-K, 229.1300. (vi) "Shipments" means the volumes shipped and "Consolidated shipments" means the combined volumes shipped from all our operations in Brazil, South America, North America and Asia, excluding our joint ventures and associate companies; (vii) the "Company", "Gerdau", "we" or "us" are references to Gerdau S.A., a corporation organized under the laws of the Federative Republic of Brazil ("Brazil") and its consolid
IDENTITY OF DIRECTORS, SENIOR MANAGEMENT AND ADVISERS
ITEM 1. IDENTITY OF DIRECTORS, SENIOR MANAGEMENT AND ADVISERS Not applicable, as the Company is filing this Form 20-F as an annual report.
OFFER STATISTICS AND EXPECTED TIMETABLE
ITEM 2. OFFER STATISTICS AND EXPECTED TIMETABLE Not applicable, as the Company is filing this Form 20-F as an annual report.
KEY INFORMATION
ITEM 3. KEY INFORMATION A. [RESERVED] B. CAPITALIZATION AND INDEBTEDNESS Not required, as the Company is filing this Form 20-F as an annual report. C. REASONS FOR THE OFFER AND USE OF PROCEEDS Not required, as the Company is filing this Form 20-F as an annual report. D. RISK FACTORS We are subject to various risks and uncertainties resulting from changing competitive, economic, political and social conditions that could harm our business, results of operations or financial condition. The risks described below could adversely affect our business, consolidated financial position, results of operations or cash flows. These risks are not the only ones we face. Other risks that we do not presently know about or that we presently believe are not material could also adversely affect us. Risks Relating to our Business and the Steel Industry Demand for steel is cyclical and a reduction in prevailing world prices for steel could adversely affect the Company's results of operations. The steel industry is highly cyclical. Consequently, the Company is exposed to substantial swings in the demand for steel products, which in turn causes volatility in the prices of most of its products and eventually could cause write-downs of its inventories. In addition, the demand for steel products, and hence the financial condition and results of operations of companies in the steel industry, including the Company itself, are generally affected by macroeconomic changes in the world economy and in the domestic economies of steel-producing countries, including general trends in the steel, construction and automotive industries. A material decrease in demand for steel or exports by countries not able to consume their production could have a significant adverse effect on the Company's financial condition and results of operations. Global crises and subsequent economic slowdowns may adversely affect global steel demand. As a result, the Company's financial condition and results of opera