Voestalpine Ag · VIE:VOE
Voestalpine — Investor Day (October 2025)
14 slides from Voestalpine's investor day presentation, Oct 9, 2025
Slide 1: Capital Markets Day - Investment Case 2025
CAPITAL MARKETS DAY INVESTMENT CASE 2025 voestalpine AG www.voestalpine.com
Slide 2: | |
| |
Slide 3: voestalpine Group Overview
voestalpine GROUP OVERVIEW » voestalpine is a global special metals, steel, and industrial » group We combine STEEL & METALS PRODUCTION with 15.7 PROCESSING & ENGINEERING COMPETENCE in one hand REVENUE BY 24/25 BN. EUR » From this unique pool of expertise, we develop innovative solutions that offer
Slide 4: Why Invest in voestalpine
WHY INVEST IN voestalpine Leading position in high tech industries with high Diversified business Strategy focused on 1 entry barriers, such as aerospace, automotive 2 model by segments, products and regions 3 differentiation and growth or railway systems Divisional structure combines steel & 4 meta
Slide 5: Leading Position in High Tech Industries with High Entry Barriers
LEADING POSITION IN HIGH TECH 1 INDUSTRIES WITH HIGH ENTRY BARRIERS WORLD MARKET LEADER in railway systems QUALITY LEADER in high tech flat steel products RENOWNED GLOBAL SUPPLIER of automotive components RENOWNED SUPPLIER to EU & US space programms WORLD MARKET LEADER in high bay warehouse engineer
Slide 6: Diversified Business Model
DIVERSIFIED 2 BUSINESS MODEL RAILWAY SYSTEMS railway infrastructure HEAVY PLATE system solutions extreme strength, toughness, resistance to wear AUTOMOTIVE COMPONENTS parts made of steel and other metals FLAT STEEL high tech flat steel products TUBES & SECTIONS customized solutions TOOL STEEL AEROSP
Slide 7: voestalpine Is a Global Group of 500 Companies in 50 Countries
voestalpine IS A GLOBAL GROUP OF 2 500 COMPANIES IN 50 COUNTRIES European Union USMCA steel mills, metal production, parts & engineering metal parts & engineering Asia metal parts & engineering South America steel mill, metal production, parts & engineering Rest of World metal parts & engineering
Slide 8: By Regions (BY 2024/25)
BY REGIONS (BY 2024/25) 3% 64 % 14 % 9% 10 % STEEL MILLS & METAL PRODUCTION METAL PROCESSING & ENGINEERING in Austria, Sweden and Brazil activities all over the globe Local for local business approach 8 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 9: Consistent Strategy Since IPO 1995
CONSISTENT STRATEGY 3 SINCE IPO 1995 Starting from HIGH END STEEL-PRODUCTION, voestalpine advanced into METAL PARTS PRODUCTION and ENGINEERING OF COMPLETE SYSTEMS The R&D-collaboration between the metal production and the metal processing companies leads to persistent innovations on both ends of the
Slide 10: Differentiation in Metals Production, Growth in Processing
10 Revenue Mio. EUR 0 10.000 12.000 2.000 4.000 6.000 8.000 1995 1996 1997/98 1998/99 1999/00 2000/01 2001/02 2002/03 STEEL & METALS PRODUCTION | 09.10.2025 | CAPITAL MARKETS DAY 2025 2003/04 2004/05 2005/06 2006/07 2007/08 2008/09 2009/10 GROWTH IN PROCESSING 2010/11 2011/12 2012/13 2013/14 PROCESS
Slide 11: Successful Strategy to Be Continued: Differentiation & Growth
SUCCESSFUL STRATEGY TO BE CONTINUED DIFFERENTIATION & GROWTH DIFFERENTIATION GROWTH » Focus on growth markets and markets » Further development into where we can achieve top positions specialization and complementary services » Extending value chain and product range via innovations » Reinforce cust
Slide 12: Decarbonization Strategy
DECARBONIZATION STRATEGY Share of voestalpine's business without Steel Division Metal Engineering significant Scope 1 and Scope 2 Division emissions TODAY 52 % 5 blast furnaces voestalpine STEP-BY-STEP APPROACH: FROM 2027 3 blast furnacesn + 65 % » Increased flexibility 2 EAFs » Risks are easier to
Slide 13: voestalpine Group Combines Business Models: Four Divisions
voestalpine GROUP COMBINES 4 BUSINESS MODELS » FOUR DIVISIONS STEEL & METALS PRODUCTION and PROCESSING & ENGINEERING COMPETENCE » voestalpine combines different business models in one group 35% STEEL DIVISION European “Boutique” steel mill » Different business models require individual management ap
Slide 14: Thank you for your attention!
CAPITAL MARKETS DAY Thank you for your attention! voestalpine AG www.voestalpine.com