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Abstract(s)
O setor olivícola assume um papel crucial tanto na economia como no ecossistema do país, especialmente em regiões como o Alentejo, uma das áreas de maior relevância na produção de azeite a nível nacional. Este setor tem contribuído substancialmente para o crescimento da economia nacional, registando um saldo comercial de 490 milhões de euros no primeiro trimestre de 2024. Neste contexto é realizada uma dissertação centrada num projeto de investimento para a implementação de um lagar de produção de azeite, numa empresa localizada em Serpa, no Alentejo, como alternativa à subcontratação da produção. O principal objetivo desta dissertação é analisar a viabilidade económico-financeira desta transição. Apresenta-se um plano para a expansão da Azeite & Companhia, que visa adquirir um maior controlo sobre o processo produtivo do azeite. A Azeite & Companhia é a entidade responsável por assegurar os meios necessários à distribuição dos seus produtos diretamente a embaladores, tanto no mercado nacional como no mercado internacional. Com base no plano de negócios desenvolvido neste trabalho, conclui-se que o projeto é viável nas dimensões social, económica e financeira, exigindo um investimento inicial de 6.980.000€. O projeto foi avaliado para um horizonte temporal de dez anos, com um Valor Atual Líquido de 11.643.070€ e uma Taxa Interna de Rendibilidade de 45%. O período de retorno do investimento estimado é de 2 anos e 4 meses. Estes três indicadores oferecem uma base sólida para garantir a sustentabilidade e viabilidade económica do projeto.
Abstract The olive oil sector plays a crucial role in both the economy and the ecosystem of the country, especially in regions such as Alentejo, one of the most significant areas for olive oil production at national level. This sector has contributed substantially to national economic growth, recording a trade balance of 490 million euros in the first quarter of 2024. In this context, this dissertation focuses on an investment project aimed at implementing an olive oil mill within a company located in Serpa, Alentejo, as an alternative to subcontracting production. The main objective of this dissertation is to assess the economic and financial viability of this transition. A plan is presented for the expansion of Azeite & Companhia, which seeks to gain greater control over the olive oil production process. Azeite & Companhia is the entity responsible for ensuring the necessary means to distribute its products directly to packagers, both in the domestic and international markets. Based on the business plan developed in this work, it is concluded that the project is viable from social, economic, and financial perspectives, requiring an initial investment of 6.980.000€. The project was evaluated over a ten-year period, with a Net Present Value (NPV) of 11.643.070€ and an Internal Rate of Return (IRR) of 45%. The estimated payback period for the investment is 2 years and 4 months. These three indicators provide a solid foundation to ensure the project's sustainability and economic viability.
Abstract The olive oil sector plays a crucial role in both the economy and the ecosystem of the country, especially in regions such as Alentejo, one of the most significant areas for olive oil production at national level. This sector has contributed substantially to national economic growth, recording a trade balance of 490 million euros in the first quarter of 2024. In this context, this dissertation focuses on an investment project aimed at implementing an olive oil mill within a company located in Serpa, Alentejo, as an alternative to subcontracting production. The main objective of this dissertation is to assess the economic and financial viability of this transition. A plan is presented for the expansion of Azeite & Companhia, which seeks to gain greater control over the olive oil production process. Azeite & Companhia is the entity responsible for ensuring the necessary means to distribute its products directly to packagers, both in the domestic and international markets. Based on the business plan developed in this work, it is concluded that the project is viable from social, economic, and financial perspectives, requiring an initial investment of 6.980.000€. The project was evaluated over a ten-year period, with a Net Present Value (NPV) of 11.643.070€ and an Internal Rate of Return (IRR) of 45%. The estimated payback period for the investment is 2 years and 4 months. These three indicators provide a solid foundation to ensure the project's sustainability and economic viability.
Description
Dissertação de natureza científica para obtenção do grau de Mestre em Engenharia e Gestão Industrial
Keywords
Projeto de investimento Análise económico-financeira Setor olivícola Análise custo-benefício Investment project Economic and financial analysis Olive oil sector Cost-benefit analysis
Citation
CORREIA, Carolina Ferreira de Jesus – Avaliação de um projeto de investimento para a implementação de um lagar de azeite numa empresa do setor olivícola. Lisboa: Instituto Superior de Engenharia de Lisboa. 2024. Dissertação de Mestrado.