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MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Mar 10, 2011 · 12 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 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. MARCH 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. MARCH 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. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    Reinforce industry leadership Industrial re-alignment to extend New rolling mill in Mexico product range, improve efficiency and reduce costs and Small diameter seamless pipe: OD up to 7 environmental impact Annual production…
  5. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    Product and process technology TenarisHydril full range of premium connections for all applications supported by global threading and repair shop network, field service engineers and extensive testing and development facilities New…
  6. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    North America: growth concentrated on oil, liquids and shales gas US Rig Count detail* Gas Dry 209 Dry gas 13% 172, 10% Dry Gas Crude Oil Shale Non Shale Liquids WetRich gas 219 1% 696 Oil 42% 664, 39% 1036, 272, 16% 61%…
  7. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    Offshore drilling: higher standards will increase scope for differentiation Worldwide OCTG Consumption 2009 TS Deepwater Sales by Region 12% 21% Onshore Offshore 89% 11% 25% 42% Premium Worldwide OCTG Consumption US GOM…
  8. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    Competitive environment China OCTG Exports (Mill Tn) China OCTG Exports 2010 2.7 US & Canada Others 11% 19% SEA CIS 22% 13% 1.3 North Middle 1.0 Africa East 0.8 0.8 15% 20% 0.6 1H08 2H08 1H09 2H09 1H10 2H10 US &…
  9. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    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 Margin per ton Tubes volumes Cost per ton Price per ton Pipe Logix basket…
  10. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    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 8,433 10,010 6,671 6,676 Projects 454 876 1,271 986 429 Others 372 565 707…
  11. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Well placed in a changing and competitive world Financial position Financial strength: positive net cash US million position, good cash flow and higher 4,000 1.0 margins than competitors 3,000 0.8 2,000 0.6 Expanding local…
  12. MARCH 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    Investor Presentation Tenaris March 2011 13

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