Tata Steel Limited · NSE:TATASTEEL
Tata Steel — Shareholder Meeting (July 2023)
19 slides from Tata Steel's shareholder meeting presentation, Jul 5, 2023
Slide 1: Submission of presentation to BSE and NSE
July 5, 2023 The Secretary, Listing Department The Manager, Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C/1, Dalal Street, G Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 001, Maharashtra, India. Mumba
Slide 2: Annual General Meeting 2023 Presentation to shareholders
Preferred option Annual Tata Steel General Results Presentation Meeting 2023 Fourth quarter and Financial year Ended March 31, 2023 Presentation Fourth quarterto and shareholders Financial year Ended March 31, 2023 Annual General Meeting 2023 Presentation to shareholders Steel - Born of Fire, the eq
Slide 3: 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 4: Focused on creating sustainable value
Focused on creating sustainable value Leadership Consolidate Become future in India position as ready global cost leader Leadership position in Leadership in technology Robust financial Sustainability & digital health 3
Slide 5: Focus on 'Zero harm'
Focus on ‘Zero harm’ Committed towards excellence in Safety & Health of employees1 Safety remains a top priority 71% LTIFR* In the last 15 years Integrated Integrated Command Command Center Center to monitor SafetyIntegrated Command Leadership Center Development Center FY08 FY09 FY10 FY11 FY12 FY13
Slide 6: Improving quality of life of our communities
Improving quality of life of our communities Social capital and scalable change models to enable deep societal impact Rural & Urban Education Household Health & Nutrition 31.5 Lakh+ Lives Impacted1 Tribal Cultural Grassroots Rural ~Rs 1,600 crores Heritage Governance spent2 since FY19 Women & Youth
Slide 7: Pursuing sustainability through multiple pathways
Net Zero by 2045 Pursuing sustainability through multiple pathways Multilocation FY23 progress EAF Lower Adoption of HIsarna Alumina in Iron ore ▪ Improvement in Blast ▪ Trial for injecting H2 into Progress on Higher furnace fuel rates esp. at blast furnace to reduce Hydrogen Renewable usage Ja
Slide 8: Tata Steel is focused on market leadership in chosen segments
India1 Tata Steel is focused on market leadership in chosen segments Domestic deliveries up 11% YoY Sales in mn tons Retail : Individual Auto and Construction and Engineering House Builders ancillaries Infrastructure goods 4.2 4.6 3.8 4.2 2.8 2.0 3.3 2.5 3.7 1.8 2.2 1.6 FY21 FY22 FY23 FY21 FY22 FY23
Slide 9: Green steel offerings – Zeremis in Netherlands & Optemis in UK
Europe Product mix oriented towards evolving needs Green steel offerings – Zeremis in Netherlands & Optemis in UK Supplier for leading Auto OEMs Energy and Mobility Infrastructure and Construction Note : Zeremis = Zero Emissions (Tata Steel Netherlands), Optemis = 0% Port Talbot Emissions (Tata Stee
Slide 10: Some milestones we are proud of
Some milestones we are proud of 36 million tons of 500+ kt slag used for 1st in India with Responsible 1st in India to receive license Iron ore mined road construction Steel certification for weather resistant steel Dream Click Build Global Diversity, Equity 100+ transgender Rs 1,730 crores sales, I
Slide 11: Growth in India to consolidate market leadership
Growth in India to consolidate market leadership Future investments set to drive sector leading returns Leadership in India 2023 2030 2x Flats Flats ~16 MTPA ~27 MTPA India Crude Steel production by 2030 40 Longs Longs ~5 MTPA ~13 MTPA NINL / MTPA EAF CrudeSteel Crude Steel ~21 MTPA 40 MTPA 0.75 ~21
Slide 12: Flats: 5 MTPA expansion progressing at Kalinganagar
Flats: 5 MTPA expansion progressing at Kalinganagar Value added growth to maintain a future ready portfolio 1st FHCR coil and pellets produced at TSK 5 MTPA expansion progressing Note: PLTCM – Pickling Line and Tandem Cold Mill, CAL – Continuous Annealing Line, CGL – Continuous Galvanising Line, TSK
Slide 13: Longs: Well-placed to more than double market share
Longs: Well-placed to more than double market share Multilocational growth plans under execution NINL, a strategic Business model State-of-the-art facility to acquisition, ramping up innovation through EAF deepen play in Specialty well based Mini Mill steel Existing EAF of Combi capacity 0.75 MTPA M
Slide 14: Downstream: Value added growth for product mix enrichment
Downstream: Value added growth for product mix enrichment Tubes, Wires, Tinplate and Tata Metaliks Tubes Wires Tinplate Ductile Pig Iron One of the 100 years of Tata Ductura, largest steel wire leading designed to last manuf. in world tinplate for years Application of tubes in a revolution structure
Slide 15: We continue to drive improvements in operating efficiency
We continue to drive improvements in operating efficiency Focus on consolidating position as a global cost leader 5 year cost savings at Tata Steel India Cost and Supply chain Optimisation Rs crores 6,545 6,309 Scaling up Iron ore mining 6 MTPA pellet plant 5,369 5,463 capacity commissioned at TSK F
Slide 16: Digital ecosystem to empower business
Digital ecosystem to empower business Enable cultural readiness Three assets recognized as 4IR Lighthouse Digital ready Digital leader in Digitally enabled culture Global steel savings Connected operations Connected assets >$1 bn business value potential created in last 5 years 200+ machine learning
Slide 17: Tata Steel Consolidated Financial Highlights
Tata Steel Consolidated Financial Highlights Production (mn tons) Revenues (Rs Crores) EBITDA (Rs Crores) 31.03 63,830 30.65 2,43,959 2,43,353 1,56,477 30,892 32,698 28.54 FY21 FY22 FY23 FY21 FY22 FY23 FY21 FY22 FY23 PAT (Rs Crores) Diluted Earnings per share (Rs.) Dividend per share (Rs.) 41,749 33
Slide 18: Our efforts are recognized globally and nationally
Our efforts are recognized globally and nationally TSL and TSE Jamshedpur is recognized as the first site in ‘Sustainability India to receive Champions’ by the Responsible Named top performer in Iron and Worldsteel (6th SteelTM Steel sector in Dun & Bradstreet's time in a row) certification India's
Slide 19: Journey Continues… We value your inputs and suggestions
“ Journey Continues… We value your inputs and suggestions.” Note: 1 India incl. Tata Steel Standalone and Tata Steel Long Products, BPR – Branded Products and Retail, IPP – Industrial Products and Projects 18