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AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Aug 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. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 2
    OCTG demand has recovered (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 significant…
  3. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Leading global player with oil and gas focus Worldwide OCTG market Local markets Rest of China in the Americas the world and Russia Industrial & Others 11% Process & API 55% Power Oil & Gas 11% North America 37% API 84%…
  4. AUGUST 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. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    North America: growth concentrated on oil, liquids and shales gas US Rig Count detail* Dry gas Gas Dry 149, 8% Wet gas Non Dry 292, Gas 15% Crude Oil Shale Liquids Rich 219 1% Shale 696 42% Oil 776, 1069, 39% 1191,…
  6. AUGUST 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. AUGUST 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% of the OCTG used in offshore…
  8. AUGUST 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 service and chrome grades for corrosive…
  9. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    Competitive environment China OCTG Exports (Mill Tn) China OCTG Exports 1H 2011 Trade actions constrain Chinese OCTG exports Capacity increases worldwide, mainly by producers of standard products Investor Presentation Tenaris…
  10. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Margin of Tubes segment Investor Presentation Tenaris August 2011 11
  11. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Operating and financial results M illions of US (except rat ios and per ADS amounts) 2006 2007 2008 2009 2010 1H 2011 Net Sales 7,559 9,874 11,988 8,149 7,712 4,727 Tubes 6,734 8,433 10,010 6,671 6,676 3,965 Projects 454 876 1,271…
  12. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    Well placed in a changing and competitive world Financial position Financial strength: positive net cash US million 4,000 1.0 position, good cash flow and higher margins than competitors 3,000 0.8 2,000 0.6 Expanding local…
  13. AUGUST 2011 INVESTOR PRESENTATION – Tenaris Sa – slide 13
    Investor Presentation Tenaris August 2011 14

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