December, 2020 – Last Thursday (3), the IBGE announced that the Gross Domestic Product (GDP) grew by 7.7% in the 3rd quarter compared to the previous three months. The industry sector grew 14.8% and the manufacturing industry 23.7%. Despite the industry accumulating a drop of 3.9% in the year, the growth shows that the sector has been recovering in relation to the second quarter.
Even with the recovery, the industry has been feeling the impact of the scarcity of raw materials in several segments, in addition to the increase in prices. Research carried out by the Getúlio Vargas Foundation (FGV) indicates that in October the lack of input reached the highest levels since 2001 in 14 of the 19 industry segments.
Faced with this scenario, many companies had to reduce the pace of production. Who manages to produce normally, faces the lack of packaging. Consequently, scarcity and the devalued exchange rate have impacted on rising prices.
Anjo Tintas, a paint industry in the market for over 30 years, has felt the effects of a lack of inputs and packaging. The company has faced the lack of metal packaging, cardboard and plastic. In addition, it is paying much more for resins, packaging, additives and pigments.
“The growth could be much higher. We could be billing around 80% more from July to December if we weren't facing the lack of packaging and raw materials in the market. In addition to the scarcity for paint production, there is also widespread inflation in inputs, which should lead to a scenario of high prices and uncertainties for 2021”, explains Filipe Colombo, CEO of Anjo Tintas.
Companhia Metalgraphica Paulista, a pioneer in producing steel packaging in the country and one of the companies that supply steel cans to Anjo Tintas, has also been feeling the impacts of the lack of inputs and high prices in the market.
“Since June, demand has accelerated a lot and very quickly due to several factors such as an increase in the purchasing power of Brazilians with emergency aid and the fact that people are at home longer and want to make renovations or invest in the home office. With the lack of inputs on the market, prices have risen a lot. We had to juggle and we fell short of our level of service. We believe that in early 2021 we will have a normalization of steel deliveries and a rebalancing of prices”, explains José Villela, vice president of Companhia Metalgraphica Paulista.
For Edivaldo Mendes, commercial director of Embalagens Urussanga, a company that supplies cardboard for the transport of Anjo Tintas products, the situation regarding the resupply of the cardboard market should only normalize in the middle of next year. “Demand has increased a lot and since July, we are producing 50% more than we were producing due to the expansion and acceleration of our production and use of inventory. We are having difficulty acquiring paper rolls, which are in short supply in the domestic market. We felt about 80% of price increase in relation to raw materials”, he adds.
Anjo Tintas, even in a year of economic crisis in the country due to the advance of Covid-19, expects to earn R$ 600 million this year, a value above expectations due to the crisis and which is also due to the recovery of the economy and consumer desire to invest more in renovations at home, for example. In total, growth reached around 10% in the year, with emphasis on the line of automotive paints (+21.5%), real estate (+16%) and packaging paints (+15%).
Anjo Tintas can be found in all Brazilian states in more than 6,250 paint stores, construction material stores, among others. In addition, there are 43 concept stores that sell exclusively to Anjo and 70 concept spaces, places inside stores where the brand is highlighted.
Source: Anjos Tintas
