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MARCH 2009 INVESTOR DAY – Tenaris Sa

Tenaris Sa · Mar 19, 2009 · 16 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 2009 INVESTOR DAY – Tenaris Sa – slide 1
    2009 Investor Day Paolo Rocca Chairman and CEO March 19, 2009
  2. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 2
    Agenda An extraordinary expansion cycle Followed by a deep global crisis Structural changes ahead Our agenda 2009 Investor Day Tenaris March 2009 3
  3. MARCH 2009 INVESTOR DAY – 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. MARCH 2009 INVESTOR DAY – 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 4,000 3,000 2,000 1,000 0 1Q03 2Q03 3Q03 4Q03 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05…
  5. MARCH 2009 INVESTOR DAY – 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. MARCH 2009 INVESTOR DAY – 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. MARCH 2009 INVESTOR DAY – 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. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 8
    We are moving towards a less global environment 2009 Investor Day Tenaris March 2009 9
  9. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 9
    North America Net Sales (US million) 5,000 4,000 3,000 2,000 1,000 - 2006 2007 2008 2009 Investor Day Tenaris March 2009 10
  10. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 10
    South America Net Sales (US million) 3,500 3,000 2,500 2,000 1,500 1,000 500 - 2006 2007 2008 2009 Investor Day Tenaris March 2009 11
  11. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 11
    Europe Net Sales (US million) 2,000 1,500 1,000 500 - 2006 2007 2008 2009 Investor Day Tenaris March 2009 12
  12. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 12
    Middle East and Africa Net Sales (US million) 2,500 2,000 1,500 1,000 500 - 2006 2007 2008 2009 Investor Day Tenaris March 2009 13
  13. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 13
    Far East and Oceania Net Sales (US million) 800 600 400 200 - 2006 2007 2008 2009 Investor Day Tenaris March 2009 14
  14. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 14
    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 2009 Investor Day Tenaris March 2009 15
  15. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 15
    Competitive position: looking beyond the crisis Financial strength: low net debt, good Financial position cash flow and higher margins than US million 4,000 1.0 competitors 0.8 3,000 0.6 Unique global positioning: local 2,000…
  16. MARCH 2009 INVESTOR DAY – Tenaris Sa – slide 16
    2009 Investor Day Tenaris March 2009 17

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