2009* embraer day ny 2009 apresentação aviação comercial

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Apr/09

Airline Market OverviewA perspective from the 30 to 120-seat segment

Mauro KernMauro KernExecutive Vice PresidentExecutive Vice President

Airline MarketAirline Market

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

This presentation includes forward-looking statements or statements about events or circumstances which have not occurred. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends affecting our business and our future financial performance. These forward-looking statements are subject to risks, uncertainties and assumptions, including, among other things: general economic, political and business conditions, both in Brazil and in our market.

The words “believes,” “may,” “will,” “estimates,” “continues,” “anticipates,”“intends,” “expects” and similar words are intended to identify forward-looking statements. We undertake no obligations to update publicly or revise any forward-looking statements because of new information, future events or other factors. In light of these risks and uncertainties, the forward-looking events and circumstances discussed in this presentation might not occur. Our actual results could differ substantially from those anticipated in our forward-looking statements.

Forward Looking Statement

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

Air Transport Industry CyclesAirlines parking aircraft to reduce capacity

B737 Old Generation represents 33% of total parked fleet in 2008

Source: Merrill Lynch (16/Mar/09)

Number of Parked Aircraft

SeatSegment

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

The 50-Seater Marketand the ERJ145

The 50-Seater Marketand the ERJ145

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

ERJ 145 Family Order Book

(December, 31th 2008)

DeliveriesFirm

Backlog

ERJ 135 108 0

ERJ 140 74 0

ERJ 145 693 40

Total 875 40

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

RJ50 Routes Evolution - Mexico

2004 2008

Source: OAGback (1Q09), Embraer

ERJ 145 Network

CRJ Network

E145 + CRJ

RJ50 fleet in Mexico increased from 5 (5 ERJ 145) in 2004to 50 units (34 ERJ 145+16 CRJ) in 2008

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

E-Jets: helping airlines to weather the crisis storm

E-Jets: helping airlines to weather the crisis storm

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

E-Jets Deployment Profile

Source: OAGback (1Q09)

53% of E-Jets operations: right-sizing of narrowbody services

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

Right-sizing at Delta Airlines

New York LaGuardia (LGA) – Washington National (DCA)

Dec/08

E175

MD88

Apr/09

Frequency 15 15

Seats 2,058 1,050

MD88

MD88

MD88

MD88

MD88

MD88

MD88

MD88

MD88

MD88

MD88

MD88

MD88

E175

E175

E175

E175

E175

E175

E175

E175

E175

E175

E175

E175

E175

E175

E175

E1

75

MD

88

Source: OAGback (1st Wed of Dec/08 and Apr/09)

Glen HauensteinDelta EVP Network

“These are not normal Regional Jets when we say Embraers.

These are the E175s which are actually the most comfortable

airplanes out there – more comfort with fewer seats” (2009)

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

E-Jets Family Order Book

Source: Embraer (December, 31th 2008)

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

Grand Slam: E-Jets at Europe´s top airlines

Source: Embraer (Jan/09)

Orders Backlog

16 E190 29

14 E195

Orders Backlog

6 E170 11

5 E190

Orders Backlog

7 E170 13

11 E190

Orders Backlog

10 E190 8

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

E-Jets: same efficiency ���� different business models

Network Low CostRegional

Source: Embraer (Dec/08 - Sirte Oil, GECAS and Jetscape not presented)

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

E-Jets Worldwide Distribution

Customers Firm Orders

• Diversified customer-base across five continents

• Increased presence in emerging markets with established carriers

Source: Embraer (Dec/08)

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

Embraer Market Forecast (2009-2028)

Projected Deliveries - Jets

Source: Embraer

Last YearForecast2008-27

1,100

2,600

3,750

7,450

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

Embraer Market Forecast (2009-2028)

6,750 new jets will be delivered in the 30 to 120-seat segment

Source: Embraer

T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t

E-Jets around the world: 50 Airlines / 34 Countries

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