Bekaert SA · EURONEXT:BEKB

Bekaert SA — Investor Presentation (November 2009)

11 slides from Bekaert SA's investor presentation, November 2009

  1. Slide 1: Bekaert strategy

    ® BEKAERT better together Bekaert strategy

  2. 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 2 November 2009

  3. 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 3 November 2009

  4. 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 2002 3Q09 Russian Federation Norway Estonia Canada Latvia Denmark Lithuania Belarus Ireland United Kingdom Netherlands Poland Belgium Germany Czech Rep. Slovakia Ukraine Minnesota Kaz

  5. 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 5 November 2009

  6. 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 6 November 2009

  7. 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

  8. 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

  9. 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

  10. Slide 10: Contacts

    Contacts    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

  11. Slide 11: www.bekaert.com

    www.bekaert.com

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