Em um setor que já virou indústria, não há mais espaço para ama-
dores. Num segmento que já chegou à Bolsa de Valores, só vai ficar
quem tiver a ética como norte. Em um setor do tamanho do nosso no
Brasil, a governança corporativa já impera!
O segredo para sair dessa crise eu realmente não sei! Mas o ca-
minho a seguir é certamente o da perseverança, do aprimoramento
dos processos, da redução de custos, da minimização do impacto da
depreciação e do ganho em escala. E por fim, mas não menos impor-
tante, da dedicação e do amor à empresa!
O tsunami só afeta quem está na praia, pois quem está em alto mar
apenas sente sua passagem. Venham navegar conosco... e boa leitura!
Crisis? I love a crisis!
No, this is not a self-help text! Analyzing the data on and prospects
for the automotive sector as well as the history of past crises, we can
conclude that we will come out of it sooner than you might think.
The reasoning is simple, but unlike previous occasions, this time the
answer will require practice and skill.
The forecasts worsen every day, but in an automotive market that
is seeing shrinking sales, whoever buys the same volume as last year
will increase their share.
In automakers that have recently begun operations in Brazil and
who think long-term, we seek inspiration for recovery and a return
on investment. We have periods of stagnation, not retraction - but
adjustment. As an important marketing tool for new products on the
automotive market, car rental companies modernize and renew the
models offered as part of global trends.
The forecast in our industry, which is highly conservative, is
that renewals will be maintained. Increased margins will stem from
efficiency, a reduction in financial expenses, a lessening impact of
depreciation on results and, finally, a slight increase in prices. And
none of this will happen by chance...
The concept of fleet outsourcing and rental on demand, already
rooted in companies and users, takes hold in a crisis and means
any barrier can be overcome. Cost reduction and focus on the core
business become so necessary in a recession that the fastest way to
save is to rent. And growth comes naturally, even if under pressure
from increased funding rates.
In any event, the cost of money increases for everyone. But the
rental companies that reduce their margins at this time tend to recover
them in the medium term, either through scale or customer loyalty.
And creativity continues to be critical!
The car rental industry is making adjustments, but it is still far
from being consolidated. Recent data from the National Transport
Confederation (CNT) produce an interesting map of a sector that we
ourselves, despite our suspicions, could not have known before. The
number of rental companies has increased considerably, and has
spread to such an extent that even remote markets are covered.
In such an industry, there is no room for amateurs. In a segment
that is on the stock market, only those who are ethical will survive. In
a sector the size of ours in Brazil, corporate governance now reigns!
The secret to getting out of this crisis is really beyond me! But the
way forward is certainly one of perseverance, improved processes,
reduced costs, minimized depreciation and gains of scale. And last
but not least, dedication and love for the company!
Tsunamis only affect those on the beach, and those at sea just
feel its passing. Come sail with us... and enjoy this Yearbook!
The secret to getting
out of the crisis in 2015
Paulo Gaba Jr.
Presidente da FENALOC (Federação Nacional das Empresas Locadoras de Veículos
Automotores), Conselheiro Nacional e Diretor de Relações Institucionais da ABLA.
President of FENALOC (National Federation of Car Rental Companies)
and director of Institutional Relations at ABLA.