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AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Aug 10, 2010 · 11 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 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. AUGUST 2010 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 2010F Premium mix 17% 18% 15% 19% 20% Premium API Consumption Demand in 2010 is now expected to come…
  3. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Global OCTG consumption and Tenaris positioning Local markets in the Rest of the China and Americas world Russia API 55% API 84% API 94% Worldwide OCTG market PRM 45% PRM 16% PRM 6% 39% 27% 34% In these markets Tenaris…
  4. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 4
    North America: growth concentrated on oil, liquids and shales gas US Rig Count detail* Gas Dry 219 13% Shales Dry Gas Crude Oil Liquids Rich 642 39% 219 1% 672 41% 267 16% Non Shales 1,003 61% Crude Oil 642 39% Liquids…
  5. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 5
    Middle East: growth concentrated on gas and Iraq OCTG Consumption Breakdown 3% 100% 7% 23% 25% 26% 28% 80% 30% 60% 40% 77% 75% 74% 69% 63% 20% 0% 2006 2007 2008 2009 2010F Oil Gas Iraq Premium % share OCTG used…
  6. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    Offshore drilling: higher standards will increase scope for differentiation Worldwide OCTG Consumption 2009 TS Deepwater Sales by Region US 756 million (OCTG + Line pipe) 12% 21% Onshore Offshore 89% 11% 25% 42% Premium…
  7. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 7
    Competitive environment: Chinese OCTG exports China OCTG Exports (Mill Tn) China OCTG Exports 1H10 2.7 Others US & Canada 16% 9% SEA CIS 22% 1.3 13% 1.0 0.8 0.6 North Africa 18% Middle East 22% 1H08 2H08 1H09 2H09…
  8. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    Investing to support growth and competitive positioning Strengthening local presence in key markets in Eastern Hemisphere Starting up new rolling mill in Mexico by the end of 2010 expanding the range of our high-end products…
  9. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 9
    Operating and financial results 2005 2006 2007 2008 2009 1H10 Millions of US (except ratios and per ADS amounts) Net sales 6,051 7,559 9,874 11,988 8,149 3,620 Tubes 5,055 6,734 8,433 10,010 6,671 3,132 Projects 790 454 876 1,271 986…
  10. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    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…
  11. AUGUST 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    Investor Presentation Tenaris September 2010 12

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