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MAY 2009 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · May 11, 2009 · 14 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 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 2
    Agenda An extraordinary expansion cycle Followed by a deep global crisis Structural changes ahead Our agenda Investor Presentation Tenaris May 2009 3
  3. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Operating and financial results over the expansion cycle Millions of US (except ratios and per 2004 2005 2006 2007 2008 ADS amounts) Net Sales 3,718 6,210 7,728 10,042 12,132 Tubes 3,273 5,128 6,827 8,553 10,115 Projects 280 790…
  4. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    Margins per ton of our Tubes segment Prices and costs per metric ton of our Tubes segment US per metric ton 4 ,0 0 0 3 ,0 0 0 2 ,0 0 0 1 ,0 0 0 0 1Q03 2Q03 3Q03 4Q03 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05…
  5. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    Impact of crisis on energy sector 2008 2009E World GDP variation 2.4% (1.2%) Oil demand (MMbbl/d) 86 82 WTI (US/bbl) 100 40 US Henry Hub (US/MMBtu) 8.9 4.0 Rigs 3,315 2,125 United States 1,871 950 Canada 369 200…
  6. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    Reduced investment will aggravate production decline of oil Global oil decline rates with investments Super Average rates per annum World Giant All other 2003-2007 Giant Total 6.7% 3.4% 6.5% 10.4% Onshore 5.6%* 3.4% 5.6% 8.8%…
  7. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    and gas U. S. natural gas production breakdown by vintage year 100% 18% 30% 31% 80% 39% 20% 60% 15% 15% 12% 11% 9% 8% 40% 55% 50% 45% 42% 20% 0% Dec-2008 Jun-2009 E Dec-2009 E Jun-2010 E 2006< 2007 2008 New…
  8. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    We are moving towards a less global environment Investor Presentation Tenaris May 2009 9
  9. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    Regions show different market dynamics US million 2006 2007 2008 Q1 2009 North America 1,993 2,922 4,519 1,016 South America 960 1,222 1,354 264 Europe 1,315 1,661 1,706 263 Middle East & Africa 1,896 2,058 1,810 395 Far East &…
  10. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Our agenda Support our customers and strengthen our position in local markets Reduce working capital and revise capital expenditure Realign industrial system and adjust our workforce Investor Presentation Tenaris May 2009…
  11. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Competitive position: looking beyond the crisis Financial position Financial strength: low net debt, good US million cash flow and higher margins than 4,000 1.0 0.8 competitors 3,000 0.6 2,000 0.4 1,000 Unique global…
  12. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    Investor Presentation Tenaris May 2009 13
  13. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 13
    Appendix Investor Presentation Tenaris May 2009 14
  14. MAY 2009 INVESTOR PRESENTATION – Tenaris Sa – slide 14
    First signs of the crisis on our quarterly results Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 Sales volume (metric tons) Tubes-Seamless 691 784 682 704 583 Tubes-Welded 282 270 263 242 110 Tubes-Total 973 1,054 945 946 693…

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