Voestalpine Ag · VIE:VOE
Voestalpine — Investor Day (October 2025)
18 slides from Voestalpine's investor day presentation, Oct 9, 2025
Slide 1: Steel Division CMD 2025
STEEL DIVISION CMD 2025 voestalpine AG www.voestalpine.com
Slide 2: i. G
i. G
Slide 3: Steel Division: boutique BOF steel mill in Austria
STEEL DIVISION “BOUTIQUE” BOF STEEL MILL IN AUSTRIA, EUROPE: » Capacity: 6 m. tons crude-steel, 5 m. tons shipments » geographical key position -> close to our main customers 5799.1 REVENUE PRODUCT PORTFOLIO: MIO. EUR » Flat steel products » Focus on sophisticated steel grades with limited competiti
Slide 4: Customers and international markets
CUSTOMERS AND INTERNATIONAL MARKETS in % Division sales in the BY 2024/25 CUSTOMERS MARKETS 4 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 5: Steel Division at the Linz site
STEEL DIVISION AT THE LINZ SITE Key production facilities of voestalpine Stahl GmbH Cold-rolling mill Hot-dip galvanizing Hot-rolling mill and finishing plants Sintering plant Blast furnaces Power station Future EAF Steelmaking plant H2Future Coking plant Hy4Smelt 5 | 09.10.2025 | CAPITAL MARKETS DA
Slide 6: Strategic approaches
STEEL DIVISION STRATEGIC APPROACHES Further develop customer and market Attract and retain positioning the necessary employees Secure and expand the technology and voestalpine quality leadership Strive for STEEL DIVISION operational excellence in processes Implement a sustainable orientation of the
Slide 7: KPIs
STEEL DIVISION KPIs 6.650 6.088 1.151 1.120 5.702 5.799 3.852 5,6 744 687 5,3 5,3 5,1 5,1 20,2 502 16,8 13 12,8 11,3 2020/21*) 2021/22 2022/23 2023/24 2024/25 2020/21*) 2021/22 2022/23 2023/24 2024/25 Revenue [EUR Mio.] EBITDA [EUR Mio.] crudesteel production [Mio. t] EBITDA [%] 7 | 09.10.2025 | CAP
Slide 8: EBITDA-margin (%) European peers
EBITDA-MARGIN (%) EUROPEAN PEERS EBITDA Marge 30% 20% 10% 0% -10% -20% 8 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 9: Innovative products
STEEL DIVISION INNOVATIVE PRODUCTS Divisional innovation level development 9 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 10: Customer survey 2024 main results
STEEL DIVISION CUSTOMER SURVEY 2024 MAIN RESULTS 93% very or fairly satisfied 10 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 11: Our future: our apprentices
OUR FUTURE Our apprentices In FY 2024/25, the voestalpine apprentices #excelled at home and abroad. 19 Medals for apprentices in the voestalpine Steel Division are proof that a good education pays off in the voestalpine Training Center in Linz. Lukas Frühwirth represented voestalpine at AustrianSkil
Slide 12: Innovation: research-intensive company
INNOVATION 50 Cooperation with roughly universities, colleges and research institutes worldwide 286 Employees in R&E departments The Steel Division is part of a 875 current patents research-intensive company 12 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 13: Transformation plan
TRANSFORMATION PLAN STATUS QUO DR Blast Furnaces 2027 DR Blast Furnaces 2030+ * DR Electric Arc Furnaces CCS 2035 – 2050 „classic“ DR Breakthrough + melting units + melting units CCU/CCS * Make or buy 13 | 09.10.2025 | CAPITAL MARKETS DAY 2025
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Slide 15: H2FUTURE follow-up Hy4Smelt
H2FUTURE-Follow-up Hy4Smelt Blast furnace Raw material storage (HBI) EAF 220 kV supply Scrapyard 15 | 09.10.2025 | CAPITAL MARKETS DAY 2025
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Slide 17: Positioning for the future
POSITIONING FOR THE FUTURE QUALITY LEADER IN THE GREEN TRANSITION » As a global manufacturer of high-quality steel products, the voestalpine Steel Division plays a leading role in shaping the future of a clean and inhabitable environment. » We supply innovative products and solutions for highly dema
Slide 18: Let's shape our green future together
LET’S SHAPE OUR GREEN FUTURE TOGETHER. Thank you for your attention. voestalpine AG www.voestalpine.com