Bekaert SA · EURONEXT:BEKB
Bekaert SA — Investor Presentation (November 2009)
11 slides from Bekaert SA's investor presentation, November 2009
Slide 1: Bekaert strategy
® BEKAERT better together Bekaert strategy
Slide 2: Core competences
Core competences Metal transformation Advanced coatings From wire rod From traditional coatings 6.5 mm Adhesion Corrosion resistance Wear resistance Anti-fouling 1 µm to advanced to metal fibers coatings 1 November 2009
Slide 3: Presence in different market sectors
Presence in different market sectors Automotive Consumer Agri 31% 9% 9% Mechanical engineering 7% 75% replacement market Construction 23% Basic materials 5% Utilities 16% Project and infrastructure related Growth driver 2 November 2009
Slide 4: Sales per region and per sector
Sales per region and per sector North America EMEA Greenland 24% 15% 41% 24% Alaska 2002 3Q09 Iceland Sweden Finland Russian Federation Norway 2002 3Q09 Estonia Canada Latvia Denmark Lithuania Belarus Ireland United Kingdom Netherlands Poland Belgium Germany Czech Rep. Slovakia Ukraine Minnesot a Ka
Slide 5: Established and emerging: combined sales
Established and emerging: combined sales 100 75 Emerging 50 25 Established 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 1H09 Emerging Developed 4 November 2009
Slide 6: Market leadership enhances effectiveness
Market leadership enhances effectiveness Bekaert strives to be number one globally, in well selected markets Fibers Dramix® Sawing wire Coated wires Flexible pipes Tire cord 5 November 2009
Slide 7: Bekaert technological leadership
Bekaert technological leadership Focus on R&D and innovation − Over 70 million euro in-house R&D (3% consolidated sales) − International research team in Belgium (300 employees) − Development team in China (200 employees) − Co-development, outward orientation, corporate venturing − Over 2200 patent
Slide 8: Based on a strong financial structure
Based on a strong financial structure L/T 1H09 2008 2007 2006 guidance Growth GDP + -7.9% 22.5% 8.2% 5.0% ROIC > WACC > 3.7 < 8.6 13.0 > 8.7 11.1 > 8.3 10.3 > 8.0 Cash flow generation (EBITDA on sales) 15% 12.1% 15.5% 14% 13% EBIT 7% - 9% 6.6% 7.9% 8.0% 7.3% Recurring EBIT 7.2% 11.1% 8.6% 8.1% Worki
Slide 9: Internationalized shareholder structure
Internationalized shareholder structure 2002 2009 Principal shareholder 40.1% 39.1% Institutional shareholdings 15.1% 46.7% Public (unidentified) 43.9% 14.2% Institutional (Belgium) 82% 11% Institutional (International) 18% 89% Declaration AXA S.A. - 3.0% 100% 100% Rest Rest 90% 90% Ireland Canada 8
Slide 10: Contacts
Contacts b ª ¡ Investor Relations : Mr. Jacques Anckaert +32 56 23 05 72 jacques.anckaert@bekaert.com Documentation : Mrs. Christine Clarysse +32 56 23 05 41 christine.clarysse@bekaert.com Shareholders, investors and other interested parties wishing to receive the Group's annual report, the annual a
Slide 11: www.bekaert.com
www.bekaert.com