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DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa

Tenaris Sa · Dec 10, 2010 · 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. DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 1
    Investor Presentation
  2. DECEMBER 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. DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 3
    Oil and gas focus with leading global position Sales breakdown * Worldwide OCTG market Local markets Rest of China in the Americas the world and Russia Industrial & Others 11% Oil & Gas Process & North Power API 55% America…
  4. DECEMBER 2010 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. DECEMBER 2010 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. DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 6
    North America: growth concentrated on oil, liquids and shales gas US Rig Count detail* Dry gas 203 12% Shales 671 39% Wet gas Crude oil 276 16% 742 44% Non-Shales 1,032 61% 642 39% Non Shale 1,003 61% Shale gas 482…
  7. DECEMBER 2010 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. DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 8
    Competitive environment China OCTG Exports (Mill Tn) China OCTG Exports 1H10 2.7 US & Others Canada 16% 9% SEA 22% CIS 13% 1.3 1.0 North Africa Middle East 0.8 18% 22% 0.6 1H08 2H08 1H09 2H09 1H10 US & Canada…
  9. DECEMBER 2010 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. DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 10
    Operating and financial results 2005 2006 2007 2008 2009 9M10 Millions of US (except ratios and per ADS amounts) Net sales 6,051 7,559 9,874 11,988 8,149 5,648 Tubes 5,055 6,734 8,433 10,010 6,671 4,917 Projects 790 454 876 1,271 986…
  11. DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 11
    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…
  12. DECEMBER 2010 INVESTOR PRESENTATION – Tenaris Sa – slide 12
    Investor Presentation Tenaris December 2010 13

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