Multiplan Empen Unsp/Adr

Good morning, ladies and gentlemen. Welcome once again to the earnings call regarding the second quarter of 2023 of Multiplan. We have here with us Mr. Eduardo Caminitz Perez, Mr. Armando Dalmeida Neto, Mr. Marcelo Varnes van der Jordano, Mr. Hans Melchers, and Mr. Richard Schwarzman. to inform you that the presentation of the earnings call is ready for download at the website ri.multiplan.br. Should you need any assistance, please request the help of an operator by typing asterisk zero. Before continuing, I would like to clarify that any power looking statements that might be stated during the earnings call regarding the business of the company and projections and operational goals are based on beliefs of the board of directors of Multiplans board of directors and information based on information available as of now. They are not a guarantee of performance and they involve uncertainties and premises. They are regarding forward-looking statements, events in the future, things that might happen or not. So, macroeconomic conditions, industry conditions, and other operational factors might affect the results of the company. It might lead to results that are materially different to before-looking statements. I would like to give the floor to Edward Lepetic who will start the presentation. Please, the floor is yours. Good morning. Thank you very much for everyone that is here. It is a great pleasure to be here with us. Today, we will start with a quarter that was exceptional for the company. We reached 5.2 billion in the quarter, an increase of 6%. In regards to the same quarter in 22, when we see the growth, The advance in June was already 7.4%. And to our great surprise, July has been an exceptional month. Going back to the two digit growth. And until the 25th of July, we measured and we were above 10%. That is a great surprise. It is a positive indicator. that makes us believe that we are gonna continue to grow in the future. Well, the company has had a growth of 247 million in this quarter. So this is, we are looking for efficiencies and this is the result of that everywhere over the last 12 months. We have over 800 million in revenue, 33.8% higher than 2022. I believe that this is one of the key things of the company. It is an extremely satisfactory number. Occupancy rates. We reached 96%. We are constantly seeking new tenants And we realized that over the last quarter, they are searching for optimized spaces. We had a little bit of a slowdown, but people, international brands, want to go back to Brazil and work in Brazil. So this is good for our expectations. 75 stores, over 75 stores. New stores, 42,000 in a land bank. We continue to rent very strongly. Our digital platform. The multi-app, it's evolved and added new functionalities, taking the experience of them all to our customers. 4.4 million downloads since its inception. Over 15 million accesses over the last 12 months. And we are here talking about the access of the mall. Well, access multi without, well, to the parking lot will be installed in most malls. We will not have the entryways anymore. So the consumers will have two ways of paying. You register in the multi app, and then you will have there a lot of benefits and discounts and then you get automatically on the mall or you'll continue to pay physically for your parking ticket to directly to Multiplan. I believe that this will bring less friction, more fluency and it's better for the company as a whole. Expansions. Let's continue with our growth strategy. Seven expansions. Two undergoing. Briefly, Morumbi Shopping, Maceió, São Caetano, Jundiaí, and we have added Brasília. For those of you that do not know the capital of the country, this year, While the park shopping is 40 years old, we are going to have a great event there. And this is the biggest GDP in Brazil. It's a city that is ever growing. 70,000 meters of ABL. And that will go through improvements. And we have that in most enterprises. But I wanted to highlight, what are we doing? At Part Shopping Brasilia, well, it's almost a reconstruction. We've gone through the pandemic. It was a shopping mall that had the movies. And we know what happened with that activity during the pandemic. We managed to revitalize things. And today we got to a bang to a moment where we have over 90% rented. So revitalization is key and an indicator of the malls. And you can see the gross leadable area. And now 26 million in revenue just in this quarter, 40 million just over the last semester. Well, Let's talk about real estate since we talked about the ADL or Gross Latable Area. We have discussed in several cities, well, in all the malls that we operate, Curitiba, Ribeirão Preto, here close by, we have the land bank of Barra Shopping even, We have several real estate enterprises. And we have Golden Lake, more focused right now. And this is what we are developing. But with improvement of the market, we will have the opportunity to launch more enterprises of them, such as that. I would like to highlight a project We have several initiatives in the community level, and I would like to highlight one from Barra Shopping. Barra Shopping, Rio de Janeiro, has a program from Multiplan that was created by a former collaborator employee in 2006. And here people can study and conclude the high school Secondary education in a free way. Tenants, employees, everybody can study. This program already reached 1,600 people. Anybody can take part. And we want to take these programs for every single mall. What is not installed in every mall is a logistics issue of the people that install that service, they can take this to the other real estate, the other equipment. We should do that soon. We would like to have that installed for the future. Well, this is a quarter that is very strong, that is very, very good for us and reinforces our strategy for growth for the future. We started the year with some doubts, but now we have a space for growing with more speed and in all directions. Thank you very much. Thank you everyone that is listening. Let's open for a Q&A. Thank you.

Thank you very much.

We will start now with a Q&A session for investors and analysts. If you have any questions, please type asterisk 1. And your question, if your question is answered, you can leave the line by typing asterisk 2. Questions will be answered as in the order they are received.