Tata Steel Limited · NSE:TATASTEEL
Tata Steel — IIFL's 16th Enterprising India Global Investors' Conference (February 2025)
14 slides from Tata Steel's conference presentation, Feb 25, 2025
Slide 1: Tata Steel
Tata Steel IIFL’s 16th Enterprising India Global Investors’ Conference February 25, 2025
Slide 2: Safe harbour statement
Safe harbour statement Statements in this presentation describing the Company’s performance may be “forward looking statements” within the meaning of applicable securities laws and regulations. Actual results may differ materially from those directly or indirectly expressed, inferred or implied. Imp
Slide 3: Tata Steel is focused on creating sustainable value
Tata Steel is focused on creating sustainable value Leadership in Consolidate Leadership in Leadership in Robust Become technology and position as global Sustainability India financial health future ready digital cost leader 3
Slide 4: Sustainability is at the core of our strategy
Leadership in Sustainability Sustainability is at the core of our strategy Route and pace of decarbonisation being calibrated across geographies Our ESG goals underpin broader focus areas, and we emissions by 2045 collaborate with reputed global bodies for policy advocacy Committed to responsible gr
Slide 5: India steel remains a bright spot aided by the economic growth cycle
Leadership in India India steel remains a bright spot aided by the economic growth cycle India steel per capita consumption is at an Domestic demand to be driven by wide range of factors inflection point China 136 >200 ASU Per Capita (kg), 2023 628 million tons in million tons in FY2024 FY2030e Japa
Slide 6: Tata Steel is scaling up in India to capitalise on growth opportunity
Leadership in India Tata Steel is scaling up in India to capitalise on growth opportunity Manufacturing sites with available land bank to move to 40 MTPA Dominant Flats (A) ~21.2 MTPA* ~27 MTPA manufacturing base 40 + Longs (B) ~5.4 MTPA ~13 MTPA Brownfield optionality across multiple sites 0.85 Cru
Slide 7: India's largest blast furnace commissioned at Kalinganagar
Leadership in India India’s largest blast furnace commissioned at Kalinganagar Kalinganagar expansion to enhance product mix and cost savings 5 MTPA expansion with State-of-the-art Phase 2 Kalinganagar expansion to aid meet evolving needs in features chosen segments ▪ Key facilities in Phase II expa
Slide 8: Capacity growth and Customer focus to aid strong market presence
Leadership in India Capacity growth and Customer focus to aid strong market presence Focused on leadership in chosen segments “Preferred Steel Supplier” for Auto segment Vehicle teardown studies and Construction Service benchmarking Centers to shape market Poised to grow 2x in high margin retail Mul
Slide 9: Embracing Digital and Technology to create and unlock value
Leadership in technology & digital Embracing Digital and Technology to create and unlock value >75% of our steel production is through WEF-recognised Global Lighthouse Sites TSL Centres for Innovation : Satellite R&D Centres to 7-layer architecture© for digital transformation and leverage national a
Slide 10: Focus on consolidating position as a global cost leader
Consolidate position as global cost leader Focus on consolidating position as a global cost leader Structural transformation in progress at UK ▪ Cost improvement measures across geographies Since Sep’23, UK fixed cost base has declined by around 20% or £69 per ton Fixed cost base per ton of deliveri
Slide 11: Financial Management to enable returns across cycle
Robust financial health Financial Management to enable returns across cycle Balance sheet management Capital allocation Operational excellence » Optimise Capital Structure & Cost » Portfolio restructuring » Minimise working capital Target Net debt to EBITDA < 2.5 – 3.0x Value accretive investments »
Slide 12: Becoming culturally future ready
Become future ready Becoming culturally future ready Initiatives to reach new #India’s First-ever All-Women Shift level of excellence in iron ore mine Talent Preparedness Focus on Fostering a for growth to productivity and Future Ready 40 MTPA restructuring Culture ✓ Talent integration ✓ Cost ✓ Cult
Slide 13: Overall, agile business model & strategic initiatives to drive progress
Overall, agile business model & strategic initiatives to drive progress Ramping up 5 MTPA blast furnace at Kalinganagar Tata Steel Progressing on EAF project in Ludhiana and focus on downstream India Improving operational & market performance to benchmark level in industry Transitioning to economica
Slide 14: Thank you
Thank you Vision for tomorrow’s mining spaces - Naxtra Park spanning 12,500 m2 at one of our mining site in India 14
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