Gerdau S.A. (GGB) Analyst/Investor Day Transcript
Gerdau S.A. (NYSE:GGB) Analyst/Investor Day October 1, 2025 9:00 AM EDT
Company Participants
Mariana Dutra
Gustavo Werneck – Member of Board of Executive Officers, CEO & Director
Rafael Japur – Member of Board of Executive Officers, VP, CFO & Director of Investor Relations
Mauricio Metz
Chia Wang – President & CEO of North American Long Steel Operation
Mariana Dutra – General Manager of IR
Conference Call Participants
Caio Greiner – UBS Investment Bank, Research Division
Rafael Barcellos – Banco Bradesco BBI S.A., Research Division
Daniel Sasson – Itaú Corretora de Valores S.A., Research Division
Marcio Farid Filho – Goldman Sachs Group, Inc., Research Division
Gabriel Coelho Barra – Citigroup Inc., Research Division
Caio Ribeiro – BofA Securities, Research Division
Henrique Braga da Silva – Morgan Stanley, Research Division
Rodolfo De Angele – JPMorgan Chase & Co, Research Division
Presentation
Mariana Dutra
Good morning. Welcome to another Gerdau Investor Day. It’s always a pleasure to welcome all of you here, and it’s nice to see so many familiar faces.
Next to me is Gustavo Werneck, CEO of the company. I am Mariana Dutra, Head of Investor Relations. I will just go over the agenda very briefly. Well, so for today’s event, we will start with our CEO. The second topic will be one of the most expected topics, which is CapEx and general capital allocation or financial management that will be presented by our CFO, Rafael Japur.
And for the first time in our Investor Days, we have Mauricio Metz. So he is Gerdau Brazil Officer, and then we will conclude with Wang’s presentation, who is the leader of the North America operation. And then I’ll come back for the Q&A. I wish you all a very good event. Thank you.
Gustavo Werneck
Member of Board of Executive Officers, CEO & Director
Thank you very much, Mari. Good morning. And again, welcome to our Gerdau
