Voestalpine Ag · VIE:VOE
Voestalpine — Investor Day (October 2025)
19 slides from Voestalpine's investor day presentation, Oct 9, 2025
Slide 1: Metal Forming Division CMD 2025
METAL FORMING DIVISION CMD 2025 voestalpine AG www.voestalpine.com
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Slide 3: Metal Forming Division
METAL FORMING DIVISION GLOBAL MANUFACTURER OF METAL PARTS AND COMPONENTS » Engineering competences enabling customer-specific solutions » Integration of components into complete system solutions 3125.1 » Sourcing of steel from voestalpine Steel Division REVENUE MIO. EUR and from third parties PRODUC
Slide 4: Customers and International Markets
CUSTOMERS AND INTERNATIONAL MARKETS in % Division sales in the BY 2024/25 CUSTOMERS MARKETS 688 Mio € 1813 Mio € 219 Mio € 125 Mio € 281 Mio € 4 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 5: We globally pioneer metal forming solutions with excellent material and engineering expertise
We globally pioneer metal forming solutions with excellent material and engineering expertise. Securing and expanding Opening up new markets technology and quality and regions leadership through the global rollout of our through the further development of expertise and services in emerging our key t
Slide 6: Global Footprint
GLOBAL FOOTPRINT 6 | |
Slide 7: Downstream: Organized in Business Units
ORGANIZED IN 4 BUSINESS UNITS 3.125 Mio. EUR Revenue | 11.000 Employees » The Metal Forming Division is voestalpine's center for profile, tubes, and precision strip steel products, as well as for formed components and system solutions including engineered storage systems CONSOLIDATION PROFITABLE GRO
Slide 8: Metal Forming Division KPIs
METAL FORMING DIVISION KPIs 3.861 3.474 3.368 3.125 2.554 274 433 375 301 12,5 9,7 169 10,7 8,9 5,4 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 [%] 8 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 9: Automotive Components
AUTOMOTIVE COMPONENTS Structural Parts Class A Parts 9 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 10: Automotive Components: Consolidation
METAL FORMING DIVISION AUTOMOTIVE COMPONENTS: CONSOLIDATION All-in-one expert: The global partner for premium OEMs with high-quality, innovative process solutions focused on lightweight construction. DIFFERENTIATION CONSOLIDATE Cost leader Price-Premium Shrink Hold Grow 10 | 09.10.2025 | CAPITAL MAR
Slide 11: Automotive Components: Consolidation
AUTOMOTIVE COMPONENTS: CONSOLIDATION Focus on cost reduction – reorganization: Production network in Germany with clear technology & product specialization Turnaround Cartersville Complexity reduction/portfolio management Purchasing optimization Central organization structure (synergies) Working cap
Slide 12: Tubes & Sections including Downstream
TUBES & SECTIONS INCLUDING DOWNSTREAM 12 | 09.10.2025 | CAPITAL MARKETS DAY 2025
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Slide 14: Our Business Model: Tubes & Sections including Downstream
TUBES & SECTIONS OUR BUSINESS MODEL INCLUDING DOWNSTREAM WORLDWIDE GROWTH: Leading solution providers: Market leadership through global development of » Start with European expertise in specific tube customized tube and profile solutions – enabling and profile solutions with basis in Sadef downstrea
Slide 15: Current Investments
CURRENT INVESTMENTS ~50% revenue growth rate for the EXISTING MARKETS next 3–4 years greenfield project USA intended revenue • Further expansion Phase I ~25 Mio € of local production of Warehouse ~20% revenue and Rack Solution growth rate NEW REGIONS • Expansion of Indiana site India Custom roll EXI
Slide 16: Expansion of voestalpine Meincol
EXPANSION OF voestalpine MEINCOL » Acquisition of Meincol in 2008 » Revenue growth since 2010 300% » Knowhow transfer to Meincol » Investment of Phase 1: construction of additional storage capacity » Investment Phase 2 in progress: supporting the the future sales mix (e.g. increasing steel strength)
Slide 17: Expansion of voestalpine RFC
EXPANSION OF voestalpine RFC RFC USA TUBES & SECTIONS Products for two » Acquisition of RFC in 2000 – European truck 3 production sites: Kentucky, manufacturers. Indiana, Pennsylvania Adding 15.000 m2 production space » Revenue growth since 2000: 500% » Knowhow transfer to RFC LATEST INVESTMENTS: WA
Slide 18: We globally pioneer metal forming solutions
We globally pioneer metal forming solutions … … with excellent material and engineering expertise. 18 | 09.10.2025 | CAPITAL MARKETS DAY 2025
Slide 19: Metal Forming Division CMD 2025
METAL FORMING DIVISION CMD 2025 voestalpine AG www.voestalpine.com