Voestalpine Ag · VIE:VOE
Voestalpine — Investor Day (October 2025)
13 slides from Voestalpine's investor day presentation, Oct 9, 2025
Slide 1: High Performance Metals Division CMD 2025
HIGH PERFORMANCE METALS DIVISION CMD 2025 voestalpine AG www.voestalpine.com
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Slide 3: High Performance Metals Division
HIGH PERFORMANCE METALS DIVISION GLOBAL SUPPLIER OF TOOL STEEL AND SPECIAL MATERIALS WITH 3 EAF SPECIAL STEEL MILLS IN AUSTRIA, SWEDEN AND BRAZIL 3182.2 » Total capacity: 0.45 m. tons crude-steel REVENUE MIO. EUR PRODUCT PORTFOLIO: » tool steel, high-speed steel, valve steel, special forged parts an
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: Present in all industrialized areas of the world
PRESENT IN ALL INDUSTRIALIZED AREAS OF THE WORLD 7 Production sites in Austria, Sweden, Brazil and USA ~130 Warehouse & Service locations in more than 40 countries 5 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 6: High Performance Metals Division KPIs
HIGH PERFORMANCE METALS DIVISION KPIs 3.790 3.542 3.052 3.182 2.300 562 399 14,8 185 214 13,1 83 9,3 5,2 2,6 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.] EBITDA [%] 6 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 7: Market environment requires a reorganisation of the division
MARKET ENVIRONMENT REQUIRES A REORGANISATION OF THE DIVISION Structural changes Effects on HPM Actions » Customer behaviour » Decreasing volumes » New organizational structure » Increased competition » Pressure on margins » Streamlining of sales network » Increased cost pressure » Leaner cost struct
Slide 8: Tooling
Tool- and high speed steel | Additive Manufacturing | Sawing | TOOLING Machining | Heat treatment | Coating & Texturing STRATEGIC POSITIONING: In the Segment Tooling we combine » Global leader in premium tool steels and services premium materials with global » Focus on quality and innovation leaders
Slide 9: Segment Industrials: Profitable growth in global niches
Special Applications | Medical Technology | Food & Beverage INDUSTRIALS STRATEGIC POSITIONING: Segment Industrials: Profitable » Development of a scalable sales model in » MedTech growth in global niches » Watch Industry » Mining » Defense » Food & Beverage » Mobility » Industrials others (e.g.: agr
Slide 10: Aerospace continues to see solid growth, focus on high-margin products
Aerospace | Power industry AEROSPACE & POWER INDUSTRY STRATEGIC POSITIONING: Aerospace continues to see solid » Technological market leader in our niches, growth in titanium and nickel growth, focus on high-margin » No. 1 manufacturer in Europe and products strategic partner of the US aerospace indu
Slide 11: Oil&Gas: temporary volatile business - long term positive demand prospects
Energy OIL & GAS, CPI & RENEWABLES STRATEGIC POSITIONING: Oil&Gas: temporary volatile » Global premium provider » Focus on components, machining and other business - long term positive services demand prospects CURRENT PRIORITIES: » Deepen Customer Intimacy » Inventory optimization » Reduction of di
Slide 12: Summary
SUMMARY » HPM Division’s asset base is well invested and on highest technical standards » Structural changes in the tooling market and the marked downturn of industrial capex in Europe as well as increasing trade barriers pressured the economic performance of the Division in the last two years » The
Slide 13: High Performance Metals Division
HIGH PERFORMANCE METALS DIVISION CMD 2025 voestalpine AG www.voestalpine.com