Tenaris S.a. · MIL:TEN
Tenaris — Investor Day (September 2022)
13 slides from Tenaris's investor day presentation, Sep 30, 2022
Slide 1: Investor Day Presentation
Investor Day Presentation New York Stock Exchange September 30, 2022 1
Slide 2: Disclaimer
Disclaimer This presentation contains “forward-looking statements.” Forward-looking statements are based on management’s current views and assumptions and involve known and unknown risks that could cause actual results, performance or events to differ materially from those expressed or implied by th
Slide 3: 20 years on the NYSE
20 years on the NYSE Over the past 20 years we have: Become a leading supplier to the world energy industry Bay City control room Rig Direct® service Established clear differentiation against competitors Built an engaged, diverse team Now reaching record sales and financial results Tamsa R&D
Slide 4: Energy at the center of the global agenda
WORLD PRIMARY ENERGY CONSUMPTION BY SOURCE (quadrillion British thermal units) Energy at the center of the global agenda Global demand for energy as a driver of economic progress and development continues 1. Includes biofuels to rise and investment in energy will inevitably 2. Electricity generati
Slide 5: Tenaris today
Tenaris today Manufacturing operations in 15 countries complemented with service centers in 25 countries. Digitalizing industrial and supply chain operations and customer integration processes. The carbon intensity of our operations is among the lowest in our sector and we are making substanti
Slide 6: Tenaris today
Tenaris today GLOBAL OCTG DEMAND (MILL. TN) Serving key players in the energy industry with a broad portfolio of products and services, including oil and gas casing and tubing and pipelines. Close to 50% of sales in USA and Canada and 60% of worldwide OCTG sales made with our Rig Direct® servic
Slide 7: Key player in the oil and gas industry
USA & CANADA Key player in the oil and gas industry The market in USA and Canada has recovered to pre- pandemic levels with more efficient drilling and higher OCTG consumption per rig and will play an essential role in the coming years. Tenaris is now the leading domestic OCTG producer in the US
Slide 8: Growth and evolution
MIDDLE EAST Growth and evolution Over the next decade, Qatar will provide a substantial proportion of the increase in global LNG capacity while Saudi Arabia, UAE and Kuwait are set to increase oil and gas production. Many countries are modernizing their societies, diversifying their economies an
Slide 9: Serving the world's most challenging projects
OFF-SHORE Serving the world’s most challenging projects Offshore is a key source of new, high quality oil and gas reserves, often located in countries where natural resource development is vital to local economies and activity is growing strongly. Connector fabrication at Confab, Brazil Tenaris,
Slide 10: Resources and opportunities
LATIN AMERICA Resources and opportunities Latin America is home to some of the world’s highest BRAZIL quality energy reserves and a natural beneficiary of the ARGENTINA redesign of energy supply chains. CHILE URUGUAY Tenaris has an important industrial position in all of the San Jerónimo relevan
Slide 11: Financial performance: back to record levels
Financial performance: back to record levels Million of US Dollars (Except otherwise stated) 2014 2018 2019 2020 2021 1H2022 Net sales 10,141 7,659 7,294 5,147 6,521 5,168 EBITDA 2,696 1,536 1,372 638 1,359 1,433 EBITDA margin - % 27% 20% 19% 12% 21% 28% Net income 1,159 876 743 (634) 1,100 1,139 Ca
Slide 12: Closing remarks
Closing remarks Tenaris is consolidating its leading position in an uncertain world Actively contributing to the energy transition Investing to improve production and supply chain efficiency and digitalization Financial strength is at the core of our strategy Sustainability and people
Slide 13: Tenaris
Tenaris