São Paulo: connecting Brazil to the world

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SÃO PAULO CONNECTING BRAZIL TO THE WORLD


São Paulo - 22nd largest economy in the world 45 million people, the largest state in Brazil Over 200 thousand km² of extension, larger than the UK

LATAM office of 60% of Fortune 100 companies

São Paulo is the second most desired destination in the world to travel in 2020 World’s number one producer of sugar, sugarcane ethanol and orange juice 4th largest consumer market in Latin America and largest in Brazil, only behind Mexico, Colombia and Brazil

Source: IBGE; Fortune UN, SEADE; State Government

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Healthy and growing economy Second strongest economy in South America (larger than Argentina) USD 613 billion GDP1

If Sao Paulo were a country, its 2019 GDP growth of 2.6% would be equivalent to the second largest GDP growth in Latin America, in front of Brazil and Colombia. In 2019, over 222 thousand businesses started in the State of SP - best result in company creation over the past 20 years.

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Value for 2018 Source: IBGE; SEADE; UN; State Government

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Diverse and qualified workforce State that created the most jobs in Brazil in 2019, 291,000 formal jobs

Largest Japanese, Italian and Lebanese migrant communities in the world Received 110 thousand expats, half of Brazil’s sum, over the past four years

Home to 4 of the 10 best universities in LATAM

Accounts for 30% of Brazil´s PhD students

54% of the population with 11 years or more of study (Brazilian average is 45%) Source: Capes; PWC; Times Higher Education

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Highest historical level of investment Largest sum of announced investments over the past 20 years, USD 25 billion in 2019.

InvestSP is responsible for more than 30% of the announced investments.

Announced investments – State of SP Accumulated over past four quarters (USD Billions1) 26

19

16

19

17 10

12

13

13

3ºT17

4ºT17

12

11

1ºT18

2ºT18

14

14

7

1ºT16

2ºT16

3ºT16

4ºT16

2016 1

1ºT17

2ºT17

2017

3ºT18

2018

4ºT18

1ºT19

2ºT19

2019

FX fixed rate 2019 Source: SEADE; InvestSP

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9 Strategic objectives of the Government 1. Quality education, inclusive and transformative, seeking full development; 2. Integrated public health, with modern technologies and wide access; 3. Security for society using intelligence tools to combat crime; 4. Economic development promoting investment, innovation, tourism and the creative economy; 5. Social development guaranteeing individual and collective rights and promoting full autonomy; 6. Urban life quality, with adequate housing and mobility; 7. Competitive agriculture, strengthening production and sustainable consumption; 8. Sustainable development preserving the environment and protecting the population against natural disasters; 9. Modern and efficient Public Management, committed to the quality of public services, fiscal responsability and accountability. 6


Most relevant economic areas 32% of total Brazilian industry production

38% of total Brazilian services (value added)

40% of total refined oil in the country

33% of total foreign tourists in Brazil

47% Brazilian creative economy GDP

Source: PNAD; IBGE; RFA; State Government

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12 Hubs identified to promote economic 12 Development Hub concentrate 78% of the State’s industrial transformation value

Industry 1. Health and Pharmaceuticals 2. Metal-Metallurgical, Machinery and Equipment 3. Automotive 4. Chemical, Rubber and Plastic 5. Oil Products and Petrochemical 6. Biofuel 7. Food and Beverage 8. Textiles, Clothing and Accessories 9. Leather and Footwear 10. Paper, Pulp and Reforestation

Source: SEADE

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development to the State

Technology 11. Tech (Agritech, Aerospace and IT Services)

Eco-industry 12. Eco-Forestry (Vale do Ribeira)

32% of Brazilian industry leveraged by our Development Hubs USD 8 billion announced investments in 2019 in our Development Hubs. Source: SEADE; MTE-RAIS; InvestSP

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State of São Paulo exports % by value of exports (2019) Machines

16%

Transportation

16%

Foodstuffs

13%

Mineral Products

8%

Chemical Products

5%

Vegetable Products

5%

Animal Products

4%

Metals

4%

Plastics and Rubbers

3%

Paper Goods

2%

Precious Metals

1%

Textiles

4%

Others

Source: Siscomex

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Total Exports: USD 48.4 billion

18%


Strong agribusiness In 2019, SĂŁo Paulo exported over USD 12 billion in agribusiness. 2020 Agro Expo International Fair: over 6 thousand expected visitors; 500 meetings, over 700 million in business opportunities.

Growing creative economy One of SP’s top 10 economic sectors, with more than 350.000 direct jobs.

5.2%/year average expected growth for the next 4 years Netflix will invest US$ 75 million on local content in 2020 The largest ComicCon in the world, with 400.000 attendees The third market in the world for theatre and musicals Source: State Government

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World class infrastructure

75 million people fly through our airports every year. This value is comparable to the population of France and the United Kingdom

The largest port in Latin America is located in Santos, with 130 million tons of cargo annually, representing Âź of the total Brazilian trade flow

17 of the 20 best Brazilian highways are in the State of SĂŁo Paulo

Source: State Government; press clipping; InvestSP

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New investment opportunities

21

10 USD billion

40

40 USD billion

Projects in pipeline

Signed projects

in Planned Investments

in public and private investments throughout the concession or partnership

In 2020 SĂŁo Paulo received USD 279 million with the largest highway bidding in Brazil, from the Singapore Sovereign Fund. The 30-year concession equates to an investment sum of USD 4 billion in the State.

Source: State Government

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São Paulo is a tech State São Paulo is LATAM’s largest data and technology hub. São Paulo was the third economy that generated the most unicorns in the world. 10 of the 11 Brazilian unicorns are from SP. We will inaugurate LATAM’s largest government innovation hub in 2020.

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CITI project

More than 1,000,000 m² for the Brazilian Silicon Valley. In 2019, we launched IPT Open Experience as the landmark of the CITI project, focused on applied hard sciences development.

Confirmed companies

Singularity University will have a campus in the CITI project

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The Center for the Fourth Industrial Revolution Network’s missions is to codesign governance protocols and policy frameworks to maximize the benefits and minimize the risks of advanced science and technology. One of the 8 centers in the world, the center of Brazil will focus on: • Internet of Things • Artificial Intelligence • Data Policy Officially launched in Davos, members will be able to: • Co-design public policies of the 4th Industrial Revolution • Access global experts Confirmed members in Brazil

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Potential investments Intercity Train • 200 km • Investment – USD 2 billion

Metropolitan Train • 77.6 km; 1.1 million passengers/day • Investment – USD 1 billion

Coastline road • 230 km • Investment – USD 1 billion

Airport Concessions • 22 Airports • Investment – USD 113 million

Prisons • 7 facilities; 14 thousand vacancies • Investment – USD 190 million 17


Forefront of innovation in Brazil USD 7 billion invested in R&D over 2018 in SĂŁo Paulo FAPESP alone disbursed USD 300 million in 2019

Agricultural Sciences

Biological Sciences

Earth and Exact Sciences

Social Applied Sciences

Health Sciences

Engineering Sciences Source: InvestSP; State Government; FAPESP

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Research in the state is business oriented. SP has more researchers in the private sector than in universities.

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Tech parks and innovation ecosystems

VOTUPORANGA

BA SÃO JOSÉ DO RIO PRETO ARAÇATUBA

A PRESIDENTE PRUDENTE MARÍLIA

BAURU

OURINHOS

Many private sector initiatives to support startups are located throughout the state:

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BO

ITAPEVA


13 Tech Parks 13 Startup Incubators FRANCA

8 Innovation Centers

ARRETOS

RIBEIRÃO PRETO

SÃO JOÃO DA BOA VISTA

ARARAQUARA

SÃO CARLOS

PIRACICABA

GUARATINGUETÁ

CAMPINAS JUNDIAÍ

OTUCATU

GUARULHOS

SOROCABA

SÃO PAULO OSASCO

STO. ANDRÉ S. BERNARDO DO CAMPO

SÃO JOSÉ DOS CAMPOS

MOGI DAS CRUZES

SANTOS

REGISTRO

Source: State Government

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Social impact

More than 2 million families benefited by state and federal income transfer programs

“Bom Prato� program served 25 million meals in 2019 at USD 0.3 (BRL 1) to the vulnerable population

More than 72 million L of milk distributed annually, reaching over 326 thousand beneficiaries

In 2019, the State of SĂŁo Paulo increased by 87% the number of attended elders (+60) by State programs

Source: State Government

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Vocational Education

Largest vocational education program in Brazil, with more than 294,000 students. Of the 50 best state schools in Brazil, 32 are vocational schools in the State of SĂŁo Paulo. Expected to triple vocational education training by 2022, with 20,000 new vacancies offered in 2019 and over 100,000 in 2020. 78% of students from state public vocational programs are from public schools

30% of students from state vocational programs are Afro-Brazilian Source: Paula Souza Center

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Social impact

Health

The largest hospital network in the country, with over 100 State-run hospitals In 2020, The Butantan Institute will be responsible for more than 60% of the vaccines produced in Brazil. In 2025, it expects to produce 600 million vaccine doses Emilio Ribas Institute is internationally recognized for its infectious diseases treatment

Source: State Government; Butantan Institute; Emilio Ribas Institute

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Future Valley: largest social project for the lowest HDI region

State´s largest sustainable economic development Program. The region, considered a world natural and cultural heritage, encompasses the largest continuous of Mata Atlântica in Brazil, covering over 100 km of coastlines. 4 pillars: 1. 2. 3. 4.

Jobs and income Quality of life Sustainable management Infrastructure

Expected impact: • • • •

30 thousand new economic opportunities USD 1.4 million in foreign resources USD 792 million in public concessions USD 480 million in investments

In three months of operation: • Investment of USD 12 million • Over 2.000 positions for professional and vocational training 25


Urban security Lowest historical level of homicide rates, lower than Uruguay, Chicago and New York. Improvement in the main security indicators in 2019, such as robbery.

The largest police force in LATAM 1.7 million responses by the Military Police in 2019 Presence in 645 municipalities of the state

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The State is looking for more investment partnerships

São Paulo will host WEF LATAM 2020

Bracell Invested USD 1.8 billion in São Paulo after the 2019 WEF Annual meeting. With the investment it will become the world’s largest dissolving pulp producer of the world

Meetings with over 200 companies held throughout 2019 for potential investments

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Now’s the best moment to invest in SP São Paulo is already recognized as one of the best place for investment in Latin America by vehicles of international credibility:

Reasons for this credibility rely on: • Cost-benefit • Transparency • Business environment Our management is committed to provide maximum support and agility to international investors willing to invest in the state development: Liaison between organs of all governmental instances to ensure simplicity in the process Initiatives to increase the security of investors Strong support of state agencies dedicated to investments in the state Source: InvestSP

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New mission and offices for investment promotion InvestSP was named the best investment promotion agency in the world in 2018 7 international missions in 2019: • Beijing, Shanghai and Xian - China • Davos - Switzerland • Hannover and Berlin - Germany • London - United Kingdom • New York - USA • San Francisco and Los Angeles - USA • Tokyo, Nagoya - Japan 10 new missions scheduled for 2020 • InvestSP China office opened and ready for business • InvestSP Dubai office opens on February 2020

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Services for investors

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Site Location (Greenfield, Brownfield, Warehouses, Expansions)

Tax, Environmental and Infrastructure Advisory

Investment Facilitation

Tailor-Made Projects

No Cost for Investors

Non-Disclosure Agreement


Credit options

DESENVOLVE SP’s loan portfolio reached almost USD 103 million in 2018. In 2019, loan portfolio expansion expected to be 105%, totalling USD 213 million. DESENVOLVE SP supports projects aligned with UN’s Sustainable Development Goals. USD 350 million in negotiation with international organizations and the New Development Bank.

Credit Lines • Sustainable Projects • Innovation • Human Capital • Machinery and Equipment • Investment • Working Capital • Public Sector

Source: DesenvolveSP

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SĂŁo Paulo State Government We are ready for business

/ governosp

www.sp.gov.br

global.sp.gov.br


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