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MARCH 2008 INVESTOR DAY – Tenaris Sa

Tenaris Sa · Mar 13, 2008 · 10 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 2008 INVESTOR DAY – Tenaris Sa – slide 1
    2008 Investor Day Paolo Rocca Chairman and CEO March 13, 2008
  2. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 2
    Results of operations Millions of US 2004 2005 2006 2007 (except ratios and per ADS amounts) Net sales 3,718 6,210 7,728 10,042 Tubes 3,273 5,128 6,827 8,553 Projects 280 790 454 876 Others 165 292 447 613 Operating income…
  3. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 3
    Drilling activity 2007 rigs by area Year 2004 = 100 2004 2005 2006 2007 Rig count USA 100 116 138 149 Canada % Change 16% 19% 7% 11% Canada 100 124 127 93 % Change 24% 3% (27%) International 100 109 111 120 USA % Change 9%…
  4. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 4
    Global OCTG market 2007 OCTG apparent demand Year 2004 = 100 2004 2005 2006 2007 OCTG market International USA Operative consumption 100 113 125 136 61% 33% % Change 13% 10% 8% Apparent demand 100 117 134 130 % Change 17%…
  5. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 5
    Oil demand growing but limited discoveries 60 50 40 30 20 10 0 1930 1940 1950 1960 1970 1980 1990 2000 Discoveries (Mb/Year) Production (Mb/Year) Source: BP Statistics and Wood Mackenzie 2008 Investor…
  6. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 6
    Natural decline rates and access complicate efforts to meet demand World oil Access to worlds demand and production proven oil reserves 120 2015 Production sharing 2007 100 Mill 11% Iraq 100 Limited access 9% 85 Mill…
  7. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 7
    China and the competitive environment World and Chinese Chinese increase in seamless pipe production seamless capacity (Mton) (Mton) 35 3.0 32 2.6 27 24 20 1.5 1.1 2003 2004 2005 2006 2007 E 2006 2007 2008 F 2009 F…
  8. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 8
    Evolution of industry costs Raw materials FX rates (2006=100) (2006=100) 200 120 150 110 100 100 50 90 2006 2007 2008 F 2006 2007 2008 YTD Scrap Pig Iron Iron Ore Coking coal USD / EUR USD / Yen USD / Yuan…
  9. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 9
    Tenaris: unique global positioning Safety and environmental indicators Product and service differentiation 12 Accidents per million man hour 10.6 10 8.3 Industrial presence in key markets 8 6.9 6.1 6 5.6 4 Global industrial…
  10. MARCH 2008 INVESTOR DAY – Tenaris Sa – slide 10
    2008 Investor Day Tenaris March 2008 11

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