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MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Mar 11, 2013 · 16 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 2
    Tenaris Positioning Global industrial system Leading innovation through Global network, direct contact and execution excellence new products development with end users and rig access Investor presentation Tenaris March 2013 3
  3. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Industry dynamics Rig count 4.000 3.500 3.000 2.500 2.000 1.500 1.000 500 2007 2008 2009 2010 2011 2012 International USA Canada Latin America Source: Baker Huges Investor presentation Tenaris March 2013 4
  4. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    Industry dynamics in USA Oil Production Gas Production [Mbbl/d] [Tcf] 25 8 20 Shales Shales 6 15 Lower 48 w/o shales Lower 48 w/o shales 4 10 2 GoM GoM 5 Alaska Associated w/oil production 0 0 2012E…
  5. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    USA drilling landscape 2500 70% Total Rigs Oil % Horizontal 60% 2000 50% 1500 40% 30% 1000 20% 500 10% 0 0% 3Q08 4Q08 1Q09 2Q09 3Q09 4Q09 1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12…
  6. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    Growth in Complex Projects Established Plays Evolving Deepwater Basins Investor presentation Tenaris March 2013 7
  7. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    Global OCTG demand 18 [Mill Tn] 16 Total 14 12 10 API 8 +4.6% per year Premium 6 +10.1% per year 4 2 0 2005 2006 2007 2008 2009 2010 2011 2012E Investor presentation Tenaris March 2013 8
  8. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    OCTG and premium consumption OCTG consumption by region Premium OCTG consumption by [Mill Tn] (2012E) application (2012E) 8 Others Deep 6 Oil Water 21% 13% 4 Shallow Others Water Gas 24% 2 17% Shales Oil+Gas Shales…
  9. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    Value proposition Unique range of products and services for even the most demanding E&P environments TSH XP BTC TSH W625 Deepwater Shales Sour gas Thermal Arctic Horizontal and extended reach Tenaris DopelessTM Solution…
  10. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Connection TSH W625 Features Exceptional Tension Rating for a semi-flush integral connection. High torque, bending, and compression strength developed through the simultaneous engagement of opposing flanks of the twostep, double…
  11. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Connection TSH XP BTC Features 100% tension Higher structural capacity than API BTC: 100% PBYS in compression. Bending same as pipe body. Extra torque capability. Internal flush. Positive torque shoulder. Makeup repeatability.…
  12. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    China Chinese seamless pipe capacity Chinese OCTG production [Mill Tn] [Mill Tn] 50 100% 8 Domestic Exports 40 80% 6 Utilization % 30 60% 4 20 40% 2 10 20% 0 0% 0 2007 2008 2009 2010 2011 2012E 2007 2008 2009 2010 2011…
  13. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 13
    Operating and financial results M illions of US (except rat ios and per ADS amounts) 2008 2009 2010 2011 2012 Net Sales 11.988 8.149 7.712 9.972 10.834 Operating income 3.034 1.734 1.519 1.844 2.357 EBITDA 3.952 2.239 1.959 2.399…
  14. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 14
    Strategic actions Expansion in North America: new industrial and logistics center in USA Consolidation in Latin America: Brazil, Colombia, Mexico, Argentina Leverage technical leadership in complex projects worldwide…
  15. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 15
    Well placed in a changing and competitive world Net Debt evolution US Million Global deployment, industrial excellence 1500 and execution capabilities 1000 Leader in supplying solutions for the 500 growing market in complex…
  16. MARCH 2013 INVESTOR PRESENTATION – Tenaris Sa – slide 16
    Investor presentation Tenaris March 2013 17

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