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MAY 2011 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · May 10, 2011 · 13 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. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 2
    OCTG demand has recovered strongly (2006 = 100) 160% 140% 120% 100% 80% 60% 40% 20% 0% 2006 2007 2008 2009 2010 2011F Premium Mix 17% 18% 15% 19% 18% 20% Premi um API Demand in 2010 rose 30% with the most…
  3. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Leading global player with oil and gas focus Sales breakdown 2010 Worldwide OCTG market US7.7 billion Local markets Rest of China in the Americas the world and Russia Industrial & Others 11% Process & API 55% Power Oil & Gas…
  4. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    Reinforce industry leadership Industrial re-alignment to extend New rolling mill in Mexico product range, range improve efficiency and reduce costs and Small diameter seamless pipe: OD up to 7 environmental impact Annual…
  5. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    North America: growth concentrated on oil, oil liquids and shales gas US Rig Count detail* Gas Dry Dry gas 209 13% 167, 9% WetDry Gas gas, Shale Crude Oil Liquids330, Rich 19% 687, 39% Non Shale 219 1% 696 Oil, 42% 897,…
  6. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    Premium connections for shales and thermal wells TenarisHydril for all applications supported by global threading and repair shop network, field service engineers and extensive testing and development facilities Shales Operational…
  7. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    Offshore drilling: higher standards will increase scope for differentiation Worldwide OCTG Consumption Premium Worldwide OCTG Consumption Offshore Onshore Offshore 38% 89% 11% Onshore 62% 69% off the th OCTG used d in i…
  8. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    Premium connections for deepwater and arctic wells Dopeless connections to improve operational efficiency and reduce environmental impact of oil and gas drilling operations Sour S service i and d chrome h grades d for f…
  9. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    Competitive environment China OCTG Exports (Mill Tn) China OCTG Exports 2010 2.7 Others SEA 19% 22% USA 3% 1.3 Canada 8% 1.0 Middle East 0.8 0.8 20% 0.6 CIS 13% North Africa 15% 1H08 2H08 1H09 2H09 1H10 2H10 US &…
  10. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Margin of Tubes segment US/Ton Thousand Tons 4,000 1,500 3,000 1,000 2,000 500 1,000 0 - 1Q03 1Q04 1Q05 1Q06 1Q07 1Q08 1Q09 1Q10 1Q11 Tubes volum es Cost p per ton Price p per ton Pipe p Logix g…
  11. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Operating and financial results Millions of US (except ratios and per ADS amounts) 2006 2007 2008 2009 2010 Net Sales 7,559 9,874 11,988 8,149 7,712 Tubes 6 734 6,734 8 433 8,433 10 010 10,010 6 671 6,671 6 676 6,676 Projects 454…
  12. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    Well placed in a changing and competitive world Financial position Financial strength: positive net cash US million position good cash flow and higher position, 4,000 1.0 margins than competitors 3,000 0.8 2,000 0.6 Expanding…
  13. MAY 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 13
    Investor Presentation Tenaris May 2011 14

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