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FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Feb 9, 2008 · 15 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. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 2
    Oil prices strongly corrected but rig count yet to be affected Rig count WTI US/bbl 6,000 120 5,000 100 4,000 80 3,000 60 2,000 40 1,000 20 0 0 1976 1978 1980 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002…
  3. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Supply is constrained but what will happen to demand Million bbl/d 100 50% 45% 90 40% 80 35% 70 30% 60 25% 20% 50 15% 40 10% 30 5% 20 0% 1974 1979 1984 1989 1994 1999 2004 2009E Spare capacity World oil…
  4. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    Supply side constraints will remain World oil Access to worlds demand and production proven oil reserves Million bbl/d Oil reserves held by 120 new Russian companies 2015 6% 100 94 Mill NOC oil reserves with 2007 equity access 85…
  5. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    Relative positioning in the USA and Canada USA and Canada 13 industrial Depletion in the USA facilities; 29% of our total (2002=100) revenues (2008) 220 80% of USA OCTG sales are to 180 alliance and program customers 140 The…
  6. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    Relative positioning in the rest of the world Long term agreements with majors Tenaris OCTG sales volumes to NOCs ex USA and Canada JIT and key customer relationships with Latin American NOCs concerned about energy security Key…
  7. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    Relative positioning: Costs and financial position FX rates (Jan 08 = 100) Flexible industrial system using electric arc furnaces production 140 route 130 120 Ability to adjust production first in 110 higher cost facilities…
  8. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    Products and services for a complete range of applications TenarisHydril premium connections cover full range of applications with leading technology Combination of premium, seamless, welded and coiled tubing unique in our sector…
  9. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    Raw material cost environment Correction after sharp increase in 2008 H1 (Jan 2006 = 100) 450 400 350 300 250 200 150 100 50 0 Jan-06 Apr-06 Jul-06 Oct-06 Jan-07 Apr-07 Jul-07 Oct-07 Jan-08 Apr-08 Jul-08…
  10. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Margins per ton of our Tubes segment Prices and costs per metric ton of our Tubes segment US per metric ton 4,000 3,000 2,000 1,000 0 1Q03 2Q03 3Q03 4Q03 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05…
  11. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Regions show different market dynamics US million 2006 2007 2008 North America 1,993 2,922 4,519 South America 960 1,222 1,354 Europe 1,315 1,661 1,706 Middle East & Africa 1,896 2,058 1,810 Far East & Oceania 663 690 727 Total…
  12. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    Strong operating results Millions of US 2005 2006 2007 2008 (except ratios and per ADS amounts) Net sales 6,210 7,728 10,042 12,132 Tubes 5,128 6,827 8,553 10,115 Projects 790 454 876 1,271 Others 292 447 613 746 Operating income…
  13. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 13
    Preparing for the next cycle New small diameter rolling mill in Mexico with an annual production capacity of 450,000 tons of pipes Capital expenditure plans to focus on long-term projects involving safety, quality, technology and…
  14. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 14
    Summary We continue to strengthen our unique position in the industry Our financial strength and engineering capabilities enable us to undertake an expansion program of organic growth Human resource base strengthened through…
  15. FEBRUARY 2008 INVESTOR PRESENTATION – Tenaris Sa – slide 15
    Investor Presentation Tenaris February 2009 16

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