INVESTOR RELATIONS PRESENTATION – Cameron International Corporation

Cameron International Corporation · Mar 25, 2014 · 32 slides

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Investor Relations Presentation March 25, 2014 Upstream to Downstream, Onshore to Offshore, Were There.TM Howard Weil, New Orleans, LA
FOCUS & COMMITMENT Core Margin Emphasis on Capital Business Expansion Aftermarket Allocation Drilling capacity Rapid growth in Market leadership BBB+ rating additions Drilling, Surface & Global oil & gas Ongoing CAPEX Price &…
COVERING THE ENTIRE UPSTREAM/DOWNSTREAM CONTINUUM Cameron provides flow control, products, services and solutions for its global customers
Drilling TM Upstream to Downstream, Onshore to Offshore, Were There.
DRILLING CAPACITY CHALLENGE Drilling Backlog (Millions) 5,000 4,140 4,000 3,671 3,000 2,000 1,537 1,000 0 2011 2012 2013 Ending Backlog
DRILLING CAPACITY CHALLENGE Drilling Orders (Millions) 4,000 3,578 3,500 3,000 2,800 2,500 2,000 1,805 1,500 1,000 500 0 2011 2012 2013 FY 2013 Drilling Sales (Millions) 2,500 2,310 2,000 1,771 1,500 1,244 1,000…
DRILLING STRATEGY Offshore Rig Packages Selected Cameron Topside Equipment Direct Drive TD SmartRacker Top Drive Top Drive Acquisitions extend product offering Leverage Camerons global brand UltraHoist JiM 20 Hydraulic…
DRILLING LEGACY SYSTEMS Pressure Control 2013 Drilling Revenue % Breakdown Aftermarket 34% New Equipment Size of BOP market fosters robust aftermarket opportunities 66% Dominant provider of land & jackup BOPs Historical…
TM
TM ONESUBSEA TRANSFORMATIONAL VALUE PROPOSITION OneSubsea Expectations: 2013 OneSubsea Revenue % Breakdown Aftermarket 24% Build sustainable competitive advantage Deliver premium pricing opportunities New Equipment…
PROCESSING LEADERSHIP Leader in Subsea Processing 85% of all existing processing systems use OneSubseas single & multiphase pumping technology Unique, field-proven pumps, meters & state-of- the-art subsea processing systems for…
ONESUBSEA ONE INTEGRATED SOLUTION Before OneSubsea: With OneSubsea: Reservoir Analytics Company A Well Completion Technologies Company B Seabed/Surface Technologies Company C Combination of existing technologies and new…
ONESUBSEA DRIVERS FOR STRATEGIC PROGRAMS Controls & Multiphase Well Processing Optimization Boosting Intervention High pressure riser Unified controls Well bore ESP system Gas/Liquid system system interfaces with Seabed…
Surface TM Upstream to Downstream, Onshore to Offshore, Were There.TM
SURFACE SYSTEMS OVERVIEW Surface: 2013 Surface Revenue % Breakdown Aftermarket 40% Global leader in wellhead market share New Most profitable Cameron division Equipment 60% Record backlog entering 2014 Surface Bookings (…
SURFACE WELLHEAD OVERVIEW Wellhead Alliances with major oil & gas customers provides growth drivers Extensive service network with state-of-the-art factories provides customer support Global share & price leader
TM UNCONVENTIONAL SERVICES CAMSHALE Unconventional Services TM CAMSHALE provides unique, integrated solution for unconventional market TM 7x revenue increase TM between 2010 2013 CAMSHALE unparalleled uptime for…
SURFACE TECHNOLOGY CONTRIBUTIONS TO EFFICIENCY & SAFETY TM TM TM
UNMATCHED WORLDWIDE PRESENCE 300 FACILITIES
Valves & Measurement Upstream to Downstream, Onshore to Offshore, Were There.TMTM
VALVES & MEASUREMENT Distributed EPV Measurement Valves Conventional & Strong global footprint Unique blending & unconventional N.A. rig Infrastructure & LNG sampling applications count driven State-of-the-art ultrasonic…
VALVES & MEASUREMENT OVERVIEW Worldwide Leading Oil & Division % of Total 2013 Gas Valve Company Valve & Measurement Revenue Measurement 11% Distributed 28% EPV Order rates near historical highs 61% EBITDA margins…
VALVE TECHNOLOGY CONNECTS CAMERON
Process Systems TM Upstream to Downstream, Onshore to Offshore, Were There.TM
PROCESS SYSTEMS Deepwater/Offshore Unconventionals Midstream Robust FPSO Oil & water separation at Gas/liquids opportunities wellhead Gathering & C02 separation systems High conditioning standardization Fractioning MEG…
PROCESS SYSTEMS OVERVIEW Process Systems: Proprietary technologies provide differentiation Onshore & offshore market opportunities Separation technology marinization continues C02 separation offers robust aftermarket…
Financials Upstream to Downstream, Onshore to Offshore, Were There.TM
CAMERONS REVENUES VS. ORDERS ( Millions) 13,000 Revenues 12,000 Orders 11,000 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 2006 2007 2008 2009 2010 2011 2012 2013 Rolling Four Quarter Totals Through…
CAMERONS REVENUES New Equipment vs. Aftermarket ( Millions) 10,000 New Equipment 9,000 Aftermarket 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 2006 2007 2008 2009 2010 2011 2012 2013 Rolling Q4 Rolling Four…
CAMERONS BACKLOG (Millions End of Q413) 12,000 11,514 10,000 8,597 8,000 5,969 6,000 5,607 5,190 4,817 4,268 4,000 2,000 0 2007 2008 2009 2010 2011 2012 2013 Backlog up 2.7 x 2007; provides revenue visibility
USES OF FUNDS ( Millions) Capital Expenditure Acquisitions Share Repurchases 2000 1500 1000 500 0 2006 2007 2008 2009 2010 2011 2012 2013 Note: 2009 acquisitions does not include NATCO as that was a stock deal…
CAMERONS LONG TERM GROWTH DRIVERS Total Rig Unconventional Midstream OneSubsea Package Valve Alliances Aftermarket Resources Build-Out Solutions Global Scope

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